Excel Tools
Explore the companion models and see how changing your assumptions changes the answer.
From reading to doing.
The workbook contains 26 worksheets supporting examples in the book—from credit-card interest and car ownership to mortgages, insurance, and retirement planning. It is designed to help you change assumptions and compare outcomes.
Workbook tab: Simple Interest
Workbook tab: Simple vs. Compound Interest
Workbook tabs: APY Calculation · Credit Card Payment
Workbook tab: Lexus vs. Toyota
Workbook tabs: Picking a Career · PV of Future Earnings
No dedicated tab in the original workbook. A student-loan calculator is planned.
Workbook tabs: Benefits of Tax Deferral · Impact of Management Fees · Roth vs. Non-Roth Account
Workbook tabs: Amortizing Loan · Adjustable Rate Mortgage · Interest Only Loan · Cost of Home Ownership · 15 vs. 30 Year Loan · Extra Mortgage Payment · Opportunity Cost of 15 Yr Loan · Refinance after 5 Yrs
Workbook tabs: Opportunity Cost of Kids · Kids Financial Obligation
Workbook tabs: Replacement of Future Earnings · Spouse Living Expenses · Needs Based Insurance
Workbook tabs: Retirement Income Estimator · Retirement Portfolio Estimator · Future Value of Investment
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This is the Excel spreadsheet shown in the Youtube video series and contains detailed backup to the examples shown in the book.
If you purchased the book please click below to download.
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