Finance & Banking · Personal Finance

RetirementMath Iberia — What's My Number?

Build a retirement model grounded in Iberia / LATAM tax and pension reality.

4 rounds Executive English, Español

Preview

About this simulation

Build a retirement model grounded in Iberia / LATAM tax and pension reality. Across four rounds the learner sets a target retirement income, projects a jurisdiction-specific public pension, computes the private savings gap and required monthly contribution, then pulls three levers (save more, work longer, spend less) to close it.

Who it is for

An advanced simulation for participants used to working with the main frameworks and trade-offs of the subject, designed for executive education and experienced professionals.

How a session runs

  1. The instructor creates a session from the Eureka dashboard and invites the participants.
  2. Participants play 4 rounds. In each one they submit their decisions and the simulation calculates the results.
  3. The simulation can be run in English, Español.
  4. The instructor follows each participant's progress and results from the dashboard, and uses the class results for the debrief.

Decisions participants make

The decisions participants make during the simulation:

  • Jurisdiction
  • Current age
  • Retirement age
  • Current monthly net spend
  • Replacement ratio (% of current)
  • Housing paid off by retirement?
  • Projected public pension (gross, monthly)
  • Pension figure source
  • Current private portfolio
  • Real return assumption (% net of fees and tax)

What participants track

What participants follow on screen as the rounds go by:

  • Monthly Gap by Round (today money)
  • Portfolio Target vs Future Value of Current

Subjects covered

Designed for courses in Personal Finance.

Ready to use RetirementMath Iberia — What's My Number? with your students?

Contact us and we'll set you up with a free trial session.

Contact us