Skip to main content

The 12.5× rule: fund free vacations for life

Imagine your money paying for your vacations every year for life. That’s the power of compounding—a core personal finance idea. Using the 12.5x rule, you can make vacations free forever. Simple money skills, big result.

The math: if you invest and it grows at 8% a year, you can take out that 8% and the principal stays. To get $10,000 a year, you need 12.5× that amount invested.

$10,000 x 12.5 = $125,000

Make your vacations free for life!

Enter how much you want to spend on vacations and fun every year. See how much to invest so your money pays for them forever.

$
You need to invest
$75,000
to get free vacations ($6,000/year) for life

Why this matters

Compounding is like a snowball: once you have enough invested, it rolls on its own. You stop working for your fun money—your money works for you. That’s the money skills secret to building real wealth.

My tip: Start with one goal—Netflix forever, then gym, then vacations. Each small “permanent raise” you build makes you more financially free.

Related research

The ideas in this guide are backed by academic and policy research. We organize fundamental studies by Margin Score pillar on our Research page.

View research for this pillar