Mtthomso's Net Worth for June 2015


Assets Value Change ($) Change (%)
Cash $228,808 $201,202 728.83%
Stocks $13,296 ($1,340) (9.16%)
Bonds $5,800 $800 16.00%
Retirement $347,977 $2,556 0.74%
Home $900,000 - -
Other Real Estate $0 - -
Cars $14,000 ($500) (3.45%)
Personal Property $10,000 - -
Crypto $10,500 - -
$1,530,381 $202,718 15.27%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $417,000 $198,383 90.74%
Rental Property Mortgages $0 - -
Credit Cards $0 - -
Total Debts $417,000 $198,383 90.74%
Net Worth $1,113,381 $4,335 0.39%
*All values shown in USD ($)
Notes:
We made some changes this month. We realized after our home reno we were sitting on about $700K of home equity. Being as young as we are we decided to do a cash out refi and use some of that equity for our investment property goal. We still have a conservative $417K loan which is 40% or less of our home value and the monthly payment is not a stretch at all. Even though it is not a "Dave Ramsey" approved move, we feel it was a wise move for our situation. We are currently under contract on a really unique investment property that we're scheduled to close mid July. "Bonds" = Business Account "Other Assets" = Angel investments Here are some goals: 2015 Goals 1) Resume tithing at least 10% of gross income 2) Achieve networth of $1.2MM or greater 3) Cash position of at least 75K ***GOAL MET/June*** 4) Retirement savings of at least $350K 5) Liquid N.W of at least $350K ***GOAL MET/June*** 6) Home value of $1,000,000 7) SPEND MORE TIME WITH WIFE AND KIDS THIS YEAR!!! ***GOAL MET/May***

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