How Much Do I Need to Retire? | Rebel Finance School 2026 Week 9

Week 9 of Rebel Finance School answers the question that keeps people up at night: how much do I actually need to retire, work less or make work optional?

Alan and Katie Donegan break down the maths behind your personal Freedom Plan. You will learn how to price the life you want, allow for income starting at different ages, work out what your investments need to provide and explore the 4%, 4.5% and 5% Burn Rates.

We also show you how much freedom your current investments may already support, why freedom is not binary and why some of your Freedom Fund may need to be accessible before pensions or retirement accounts become available.

By the end, you will:

• Know how to build a personal Freedom Fund range based on your spending and future income
• Understand the Robust, Balanced and Flexible Burn Rates
• Measure the freedom you have already bought
• Understand income phases, bridges and what may need to be accessible
• Know which numbers to bring to the Freedom Calculator workshop

Your numbers are information, not judgement. Find the blue dot and choose the next move. 🍍

This video is part of the free 10-week Rebel Finance School course. For the accompanying notes, spreadsheets, and bonus material, sign up here: https://rebeldonegans.com/finance/rfs/

Join the Facebook group for friendly support from like-minded people: https://www.facebook.com/groups/rebelfinance

🔗 Links

Burn Rate Tool https://rebeldonegans.com/finance/resources/burn-rate/

Workshop transcripts: https://rebeldonegans.com/finance/rfs/course-notes/transcripts/

Week 9 AI prompts: https://rebeldonegans.com/finance/rfs/course-notes/ai-prompts/#rfs-w9-learning-coach

Disclaimer: We are not financial advisers 💼 This is not financial advice 💰. We are not regulated. We are not regulated financial advisors 🎓 We are never going to try and sell you any investments🛍️ You make your decisions 💭 Sharing our opinions and ideas 💡 These ideas may not continue to work for us or for you. You are 100% responsible for your financial future 💸 There are no guarantees here. For our full disclaimer, please visit: https://rebeldonegans.com/about-us/disclaimers/

#retirementplanning #FinancialIndependence #RebelFinanceSchool #PersonalFinance #FinancialLiteracy #RFS2026

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