Everyday Money Habits
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Everyday Money Habits · Worksheet

Start your compounding clock.

Tomorrow money is paid for waiting, not for working harder — so when you start matters more than how much you save. This sheet shows why in one picture, then turns "start early" into a plan you can act on: an amount, an account, and a date.

  • Beginner
  • First job
Name
Date
Audience
For anyone deciding when to start investing
Time
About 15 minutes
Materials
A rough monthly amount you could set aside · a pen
Objective

See how much a decade of compounding is worth, then turn "start early" into a dated plan — an amount, an account, and a date.

Use this when

You keep meaning to start investing "once there’s more to spare," and want to turn that into one small, dated first step.

1 · The same dollar, started at different ages

$88saved at 20$12saved at 40$1.60saved at 60

One dollar, saved once and left alone until 65. Same dollar, same market — only the years to compound differ. (A 10% long-run average, before inflation, to keep the gap vivid; for your own planning, 6–7% after inflation is the safer number.)

A dollar that sits for forty years works harder than four dollars that sit ten each. Waiting is the expensive part: start at 30 instead of 20 and you’d need more than double the monthly amount to finish with the same total by 65.

2 · Your start — the one move

The move is simply to start, at whatever you can keep up for a year. The amount matters less than the date — you can always raise it later, but you can’t buy back a year of compounding. Fill in one start you could actually make this month.

The amount I’ll start with, per monthwhatever you can sustain for a year — $25 counts
$
Where it goesyour 401(k) at work, or a Roth IRA you open yourself (needs earned income from a job)
The date I’ll set it up byopening a Roth IRA online takes about fifteen minutes

Want to see your own number grow? The compound-growth calculator turns this start into a projection you can save as an image — a start-date card to pin somewhere you’ll see it.

3 · Reflection

What was the story you told yourself about waiting — "once there’s more to spare"?

What you’d tell a friend who says they’ll start once things settle down:

Based on the Time matters more than amount lesson.

michaelwestfinancials.com · © 2026 Michael West Financials · Education, not financial advice · Last reviewed July 2026

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