Episode 163 shared updated 2024 version. Episode 165 went into some of the flaws compared to NewRetirement.   Note, mentioned in Episode 201.  I'm in the process of updating for 2025 and OBBBA.  Let me know if you would like me to post a zip of the Numbers version as well as the Google Sheets/Excel format.

Episode 183 used the New Sample Porfolio by Bucket spreadsheet to review 2024 and plan for 2025. I've moved this version up to the top of page for easier access. Note this version includes the extra sheet for sorting fixed income by maturity too. But this is in the xls Sheets version.

This will download a Numbers version of this spreadsheet with dummy data.  Download the file to your MacOS and open with Numbers.

Episode 177 uses Halloween candy to model Roth Conversions. No Snickers! 

Episode 178 uses a version of my New Sample DIY RWS to Model 3 Scenarios for Roth Conversions.  (Messy translation to xlsx, sorry!) I've also loaded it below as a Zip file of the original Numbers.  See if that works for you!

A simple spreadsheet, but it worked easier in Numbers!  Here is Sheet version.

Episode 143 introduced a new feature that I'm using in Numbers to use Categories to get a view of Treasuries sorted by maturity.  I can't vouch for how well it translates to Sheets or Excel, but the Datevalue and Right functions work.

Episode 92 introduced this new improved tool; Also, I used my spreadsheet to share 2023 Results in Episode 138.

I have not checked to see if all the Numbers formula transferred well, but uploaded this after my 2023 update in Episode 132.

Episode 124 will review this updated spreadsheet.

Episode 108 will review this updated spreadsheet.

Moving a copy of original Porfolio by Buckets spreadsheet here. But see the New Sample for an improved version above.

CPI Detailed Food at Home Chart

Comparing May I Bond to Bank CD

Historical I Bond Rates

Earn Free Interest with I Bonds