Put Scott Pape's rules through your numbers
Three rules JMM has located in a dated source, rebuilt as a working calculator, and taken a position on.
- Sources located
- Scott Pape, The Barefoot Investor, Australian Taxation Office
- Source years
- 2012 to 2026
- JMM verdicts
- holds up, depends on you
Barefoot buckets calculator
What are your Barefoot buckets in dollars?
holds up The best-designed consumer budget split in circulation, and the 60% is still the hard part Scott Pape, The Barefoot Investor, 2012Open model
Super to 15% calculator
What do you have to add to reach 15% super?
depends on you A good contribution rate stated as if the compulsory system underneath it did not exist Scott Pape, The Barefoot Investor, 2026Open model
Three-month Mojo calculator
How far is your Mojo from three months of expenses?
holds up Two stages, both stated as amounts, and the second one is the one that survives a job loss Scott Pape, The Barefoot Investor, 2012Open modelNot every rule here survives its own arithmetic
JMM does not grade these rules as a set. One of them, super to 15% calculator, is where the position turns critical: A good contribution rate stated as if the compulsory system underneath it did not exist
Each page separates three things people usually run together: what the source states, what JMM's model adds to make it computable, and where the rule itself breaks. The last one is not the calculator's limitations list. It is the failure of the idea, which is the part the person who published the rule has no reason to write down.