Currency |
United States Dollar - USD |
Date Joined |
11/23/2014 |
Salary Range |
500,000+ |
Occupation |
Architecture/Engineering |
Age Range |
35-39 |
Cost Of Living |
High Cost Of Living (HCOL) |
About Me |
Married, Dual Income, 2 kids. |
Best Financial Decision |
Paid off student loans ASAP. Continuing to invest as much as possible over time. |
Worst Financial Decision |
Bought a 71 Datsun hoping to restore and enjoy, didn't realize it was a rust bucket. Sold for almost total loss of $4k. |
Current Investing Strategy |
Investing Order of Priorities: Max out tax sheltered accounts 1st. 401k's and IRA's. Remainder into taxable brokerage account and private company stock. Throw a steady amount into 529 plan each month. Brokerage account, IRA's, and 401k's are mostly index funds. 11/2021 recently jumped into an apartment real estate syndication. |
How do you manage your finances? |
Update a balance sheet once a month. Keep tabs on income and spending by updating a budget multiple times a week. |
What tools do you use? |
Excel |
I need financial help with... |
Looking to build passive income and non-tax sheltered investments. |
Favorite Authors |
Started out with Dave Ramsey. Then found my way to Mr. Money Mustache and Jim Collins |
Favorite Books |
Your Money or Your Life, The Simple Path to Wealth |
Last Login |
9/19/2023 |
Budget |
This user has not created a budget |