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Simply Money Pro Bundle

Simply Money Pro Bundle™


The Complete Investing System for Retirement Confidence

Stop relying on opinions and start making investment decisions with confidence.

The Simply Money Pro Bundle™ brings together FOUR premium investing tools into one powerful system designed to help you research income ETFs, build smarter portfolios, stress-test your retirement plan, and track your investments over time.
Whether you're building wealth, preparing for retirement, or already living off your investments, these tools work together to help you make informed, data-driven decisions every step of the way.

The Pro Bundle Includes

🟢 DRIP Score™
Analyze income ETFs, compare dividend reinvestment strategies, evaluate income versus portfolio decay, and identify stronger long-term income opportunities.

🔵 Portfolio Planner™
Build, compare, and forecast retirement portfolios using different allocations, market assumptions, contributions, withdrawals, and investment strategies.

🟠 Retirement Stress Test™
Put your retirement plan through 500 simulations and test how it may hold up against market downturns, inflation, and sequence-of-returns risk before you retire.

🟣 Portfolio Manager™
Track your holdings, dividend income, allocations, transactions, and portfolio health in one easy-to-use dashboard.

Why These Tools Work Better Together

Each tool answers a different question:
✅ Which income ETFs deserve an interview? — DRIP Score™
✅ How should I build my retirement team? — Portfolio Planner™
✅ Will my plan survive retirement? — Retirement Stress Test™
✅ How is my portfolio performing over time? — Portfolio Manager™

Together, they create a complete investing and retirement planning system, not just four individual spreadsheets.

🎉 The Simply Money Pro Bundle

Four Premium Tools. One Complete System.

Get the core Simply Money investing tools together in one bundle and take your portfolio from research and planning to retirement testing and ongoing management.
Want Even More?

Upgrade to the Simply Money Pro Plus Bundle™ to get everything included in the Pro Bundle plus the Fund Comparison Tool™.

The Fund Comparison Tool lets you compare two ETFs side by side using actual historical prices and distributions and test Total Return, Equal Withdrawal, and Specified Withdrawal scenarios.

It's designed to help answer one more important question:
✅ Which ETF strategy actually delivers better results?

Video Tutorials

Want to see how the tools work? Check out the Simply Money tutorial playlist:

Important Purchase Information

• Google Sheets Required: All four tools are digital spreadsheets designed to work in Google Sheets. A Google account is required. No additional software purchase is necessary.

• Digital Product: You will receive access instructions for your tools following your purchase.

• All Sales Final: Due to the digital nature of these products and access to downloadable spreadsheets, all sales are final and non-refundable, except where required by applicable law.

• By purchasing and accessing these spreadsheets, you acknowledge and agree to these terms.

These tools are designed for educational and informational purposes only. Historical performance and projections do not guarantee future investment results.

Simply Money — Every ETF has a job. Every job has a purpose.

$147

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About Simply Money

Helping everyday people master money with simple tools and insights.

Welcome to Simply Money!


My goal is simple: make investing, retirement planning, and building income easier to understand — without all the unnecessary jargon.


Looking for Simply Money Tools or Coaching?


Visit the Shop page to find all of my Simply Money tools, portfolio resources, and coaching options. Each item includes a description of what's included and the price, so you know exactly what you're getting before you purchase.


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Real numbers. Real retirement decisions. No guesswork.

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