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Calcimator

Barista FIRE Calculator

Calculate the minimum part-time income you need to cover the gap between investment income and living expenses, including health insurance costs.

Inputs

$
$
%
$

Results

Required Part-Time Income

$34,700.00

≈ 17 gaming PCs

Annual Investment Income$17,500.00
Annual Expense Shortfall$27,500.00
Hourly Rate Needed (20 hrs/wk)$33.37
How to Use This Calculator
  1. Enter your total annual living expenses.
  2. Input your current total invested assets.
  3. Set your expected annual return on investments.
  4. Enter years until traditional retirement age (e.g., 65) when all accounts become fully accessible.
  5. Add your estimated annual health insurance cost if leaving full-time employment.
  6. Review the annual investment income from your portfolio, the remaining shortfall, and the required part-time income — plus the hourly rate needed working 20 hours per week.

How the result changes with Annual Living Expenses

Annual Living ExpensesRequired Part-Time Income
$50,000.00$39,700.00
$175,000.00$164,700.00
$325,000.00$314,700.00
$450,000.00$439,700.00

What each input means

Annual Living Expenses
Your total annual living expenses including housing, food, transportation, and other essentials.
Current Investments
Total invested assets that can generate income (retirement + brokerage accounts).
Expected Annual Return
Expected average annual return on investments. A conservative withdrawal rate will be derived from this.
Years Until Traditional Retirement
Years until you reach traditional retirement age (e.g. 65) and can access all accounts penalty-free.
Annual Health Insurance Cost
Annual cost of health insurance if you leave full-time employment (ACA marketplace or COBRA).

How this is calculated

Worked example, using the default values

  1. Identify Input Parameters
    4 parameters
    Annual Living Expenses = 45000, Current Investments = 500000, Expected Annual Return = 7, Years Until Traditional Retirement = 20 = 5 input(s) provided
  2. Calculate Required Part-Time Income
    Required Part-Time Income
    34700 = $34,700
  3. Calculate Annual Investment Income
    Annual Investment Income
    17500 = $17,500
  4. Calculate Annual Expense Shortfall
    Annual Expense Shortfall
    27500 = $27,500

Engine last updated . Checked against 2 independently-derived tests how we verify calculators.

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