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April 2023 - Net Worth Calculation ($103,612.52) => +1.87% from Mar 2023

  • GMoney
  • Apr 1, 2023
  • 1 min read

Assets:

The assets I have included include the following categories: savings/checking accounts, cash, Venmo account, investment property equity & retirement accounts.

Net Worth Increase: +$1,902.97

401K increase: +6.51%

Total Assets: $123,282.35

Liabilities:

Credit Card: $765.53

Basement Loan: $18,904.30

Total Liabilities: $19,669.83

TOTAL NET WORTH: $103,612.52


Net worth increased this month so that's a plus! I got paid back for 2/3 of the Italy expenses, 401K did well, and I earned some additional money this past month to offset the additional Italy costs and the final payment for my new furnace. Overall, March was a good month that went by very fast. I actually got out to play some golf with my buddy Will which will hopefully be the first of many golf outings this summer! I also caught up with my friends Becca and Sarah, saw Granphilly, and enjoyed some family time.


April expenses are going to be a mystery. I will be gone a good portion of the month so I feel that the majority of my expenses will be eating out and entertainment since everything else is already accounted for. It will be an amazing month and I'm really looking forward to it!


*Note: I now include equity in my primary mortgage in my assets because it is considered an investment.


2023 Goals:

  1. 50% Savings Rate

    1. Current April = 52.7%

  2. Gross 100K -> 89K from PGR, 6K from agent, and 5K from Misc

    1. Current net = $19,748

  3. Buy another multi-family property

  4. Run in 3 different Spartan races

  5. Read 6 books

  6. Visit 4 state parks/ national parks

  7. Visit 1 more state (and one country)

  8. 6 transactions or $750K in sales price

 
 
 

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