Your FIRE Journey
💡 Breakdown
📊 How We Calculate Your FIRE Number
Your FIRE number is calculated as 25 times your annual expenses. This is based on the "4% rule" — a widely used guideline suggesting you can withdraw 4% of your portfolio each year in retirement without running out of money.
FIRE Number = Monthly Expenses × 12 × 25
Example: If you need $4,000/month → $4,000 × 12 = $48,000/year → $48,000 × 25 = $1,200,000
The default 7% return is a real return — it already accounts for inflation. Historically, a diversified stock portfolio has returned roughly 10% per year, minus about 3% inflation, giving ~7% real growth. Because the return is inflation-adjusted, your FIRE number stays in today's dollars — the number you can actually relate to your current life.
If you want to be more conservative, simply lower the return rate (e.g., 5% or 6%) to stress-test your plan. This is more intuitive than adding a separate inflation variable.
We simulate your financial journey month-by-month:
- Starting point: Your current savings + investments − debt
- Cash savings: Held as emergency fund (does not earn investment returns)
- Investments: Grow with compound returns based on your specified rate
- Each month: Your monthly investment is added to your portfolio
- Debt strategy: If your debt interest rate is higher than your investment return, we prioritize paying off debt first. Otherwise, we invest while making minimum payments.
- Goal check: When your net worth (cash + investments − debt) reaches your FIRE number, you've reached FIRE!
Note: If FIRE takes longer than 50 years with your current inputs, we'll show "50+" to indicate it's beyond a reasonable planning horizon. Consider increasing monthly contributions or reducing expenses.
Your investments grow monthly based on the average return you specified. This compounds over time — meaning you earn returns on your returns. We use the proper compound interest formula to convert annual returns to monthly rates.
Monthly Return = (1 + Annual Return)1/12 − 1
Example: 7% annual return → (1.07)1/12 − 1 = 0.565% per month. On $100,000 → grows by ~$565 that month, plus your monthly contribution
Using the 4% rule, withdrawing 4% of your FIRE number annually gives you your target annual spending:
4% of FIRE Number = Annual Expenses
Example: 4% of $1,200,000 = $48,000/year = $4,000/month
Note: This calculator provides estimates based on historical averages and the 4% rule as a starting guideline. Real-world results vary based on market performance, actual inflation rates, tax situations, and life changes. The 4% rule is a planning tool, not a guarantee — consider consulting with a financial advisor for personalized planning.