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Episode 1 is live. Market context, options basics, and real education — no hype, no gatekeeping.
You can't invest what you don't track. This interactive Excel planner calculates your income, expenses, debt payoff, and exactly how much you have available to invest — every formula already built in.
Excel Spreadsheet (.xlsx) · 5 Interactive Sheets · 197 Live Formulas
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Open the file in Microsoft Excel or Google Sheets. All formulas work automatically.No email required for this download · Educational use only · Not financial advice
What's Inside
Every sheet connects to the others automatically. Change one number and your entire financial picture updates instantly.
Your complete financial summary at a glance — income, expenses, investable surplus, savings rate, and investment readiness score.
All income sources, tax calculations (FICA pre-loaded at exact rates), every expense category, and suggested investment allocation.
Full debt inventory with payoff timeline, total interest, and priority flags. Includes Avalanche vs Snowball strategy guide and Keelan's 8% rule.
Calculates your 1, 3, 6, and 12-month fund targets and tells you exactly how many months to reach each milestone at your current rate.
Compound growth projections at years 1, 2, 3, 5, 10, 15, 20, 25, and 30. See your money grow before you invest a single dollar.
Episode 1 is live. Market context, options basics, and real education — no hype, no gatekeeping.