The One Page Financial Plan and Tax Organizer (Template)

Here's how I plan and organizer all of our finances for the year in a single Google Sheet. It's a great way to remember everything from IRA contributions you need to make to estimated tax payments.

And with the added Google Doc, it's very easy to organize all of your tax related documents, too.

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Video Resources
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Google Sheet Template: https://docs.google.com/spreadsheets/d/1YGIHqWvUHdM_JILtX-DteHuAaLNFMXT3OHuawFtPxEw/copy
Google Doc Template: https://docs.google.com/document/d/1xLwJ_3hcINjGZ9tc0DVdK7hndeoIGZmUNd6Lyxw7PVg/copy

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Investing Tools
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My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-capital/yt-one-page
New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-one-page
Stock Rover: https://robberger.com/go/stock-rover/yt-one-page
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-one-page

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Credit Cards & Banks
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Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-one-page
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-one-page
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-one-page
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-one-page
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-

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Popular Videos
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1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8OpGp2rM
2️⃣ How I Manage 28 Accounts in One App: https://www.youtube.com/watch?v=cQk6EQk3iGg
3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGWxKzKTY

#retirement #investing #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

LET'S CONNECT

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

Видео The One Page Financial Plan and Tax Organizer (Template) канала Rob Berger