The Freedom Number Calculator

How much do you actually need
to retire?

Without knowing what you're aiming for, structuring an investment plan is next to impossible. I've developed a formula that can calculate your required freedom number — what you need to have invested to be able to live off your investment portfolio. It takes 30 seconds.

Step 1 of 2

Your monthly living expenses

Today's dollars. Everything you spend in an average month — rent or mortgage, food, transport, lifestyle, insurance, the lot.

$ / month

Calculation uses the 4% safe withdrawal rate, in today's dollars. Inflation of 2.5% is factored into the underlying assumption.