How Much Do You think You Need to Retire? What Age Will You/Spouse Retire? General Retirement Issues (Part 2)

I track all cash in/out monthly and have been doing so for the past 21 years. Needs are above-the-line obligations, wants are below-the-line discretionary. The buckets change as our life changes. For example, I no longer need to track pet or education expenses and, eventually, I’ll add SS and portfolio disbursements, which I’ve added here for example purposes:

Now that everything is online, this is a trivial exercise, and enables me to easily track and compare buckets across time. It also made retirement planning incredibly clear and simple.

ETA: Household repairs/maintenance belong above the line, of course, but I never seem to get around to making that change.

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