Section 2: Building Your Financial Foundation
This is FREE MONEY!
Don't Walk Away from Free Money
If your employer offers a retirement match, take full advantage. It’s not just a perk—it’s part of your compensation.
By not contributing enough to receive the full match, you’re essentially leaving free money on the table. That’s future wealth, growth, and security you’re giving up—unintentionally.
Tip: Set your contributions to at least the minimum needed to receive 100% of the match. Automate it. Forget it. Let it grow.
Your future self will thank you.
Ensure you are maxing out your employer match in your retirement accounts. Do not leave this free money behind.
Use the worksheet below to track your Employer Matches. Print off one for each employer. Attach it to your Annual Financial Checkup workbook for future reference.
Downloadable Worksheets
EMPLOYER MATH Worksheet
This worksheet is also included in the Annual Financial Checkup Section 2 bundle.
Section 2 Annual Financial Checkup bundle.
This bundle includes all the worksheets for Section 2, including the EMPLOYER MATCH worksheet, in a single, easy-to-use PDF download.