Wondering how long your retirement savings will last? In this video, we build a powerful Excel Monte Carlo simulation to forecast portfolio longevity and simulate annual returns across asset classes. You’ll learn how to input your personal data, project portfolio value over time, and calculate the average age your money runs out. Perfect for anyone doing retirement planning in Excel or testing different withdrawal strategies.
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Chapters:
0:00 – Intro: When Will Your Money Run Out in Retirement?
0:29 – Input Your Personal Details
2:36 – Calculate Future Age and Year
4:03 – Simulate Annual Returns by Asset Class
6:05 – Calculate Portfolio Value Year by Year
8:10 – Analyze Portfolio Value Over Your Lifetime
9:07 – Run a Monte Carlo Simulation on Your Portfolio
11:39 – Calculate the Average Age Your Money Runs Out
12:16 – Adjust Inputs and Re-Run the Simulation
*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This channel is owned and operated by Portfolio Constructs LLC. Some of the links above are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.
