Integrity Financial Service, LLC · Safe Money & Income Radio
From the show · Give every dollar a job

Does each job have the money it needs?

Dave’s rule from the radio: every dollar should have a job — pay the monthly bills, stay flexible for the life you actually want, or be there for the people you love. Put in six rough numbers and watch the three jobs get funded in order — and see the age your flexible money runs out.

1Enter six rough numbers2Watch the jobs fund in Dave’s order3Find the age your flexible money runs out

Runs entirely in your browser — your numbers never leave this page.

View the year-by-year table

Integrity Financial Service, LLC · (616) 719-1979 · safewithintegrity.com · educational estimates — not advice

NEXT TOOL Flexible money rides the market — the Loss Recovery Calculator →

What this does — and doesn’t

  • Savings are assigned in Dave’s order: the bills gap first (year by year to your plan-to age, with optional 2.5% inflation on bills), then your legacy set-aside, then lifestyle from what remains. Savings earn nothing in this picture — deliberately conservative, and disclosed.
  • Income for life is held flat; Social Security COLAs usually help the real picture. Taxes, health events, and market behavior aren’t modeled.
  • The plan-to age matters: check yours against the Longevity Reality Check. Education, not advice.

Naming the jobs is step one.

Step two is making sure the money doing each job is built for it — dependable where it must be, growing where it can. Bring this picture to the table; the first conversation costs nothing.

Check every dollar’s job with Dave 15 minutes · no cost · nothing sold Rather talk right now? (616) 719-1979

Educational estimates only. These tools are informational and general in nature; they are not personalized advice, not a recommendation of any product or strategy, and not a prediction of your actual benefits, taxes, longevity, or account values. Results use published public formulas and simplified assumptions that are stated on each tool, and your numbers never leave your browser. Consult qualified professionals regarding your specific situation; official Social Security figures are at ssa.gov, Medicare at medicare.gov, and tax rules in IRS Publication 590-B. These tools are not affiliated with, or endorsed by, the SSA, CMS, or the IRS.

Advisory services are offered through Aegis Wealth Management, Inc., an investment adviser registered with the Securities and Exchange Commission. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Only David Stanley, Jr. is registered as an Investment Advisor Representative. Insurance products and services are offered separately through Integrity Financial Service, LLC, a Michigan-licensed insurance agency. Neither firm is engaged in the practice of law or accounting. The Safe Money & Income Radio program is a paid production of Integrity Financial Service, LLC.

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