My Financial Journey

Well another all-time high and my last financial report in my 30s. I’ve now been tracking my nestegg for 164 straight months on this blog and time has flown by. I’m now to the point in my career and financial journey where I want time to slow down and now my focus in life is more about enjoying life than trying to build for the future. The last 164 months were a blast, but I’m really looking forward to the next 164 months.

Taxable Account- $55,788.17(+1.40%)
Private Stock $72,000 (+0.00%)
Traditional Rollover IRA – $46,417.99(+5.65%)
My Roth IRA – 273,417.22(+1.19%)
Wife Roth IRA – $171,005.72(-1.19%)
Wife 401k – $4,355.73(+1.41%)
Traditional 401k – $507,111.51(+1.45%)

Roth/Traditional % = 39.32% (tax free)

Total Retirement Nest Egg $1,130,096.34(+1.05%)
Retirement Salary (4%) $45,204

Monthly Contributions $248.42(401k)
SP500 Performance +1.31%
My Monthly Investment Performance +1.03% (-0.28% vs SP500)
My Monthly Individual Stocks Performance +0.81% (-0.50% vs SP500)