December 2023 - Net Worth Calculation ($132,723.48) => +7.26% from November 2023

Assets:

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

Net Worth Increase: +$4451.51

401K increase: +11.57%

Total Assets: $150,572.93

Liabilities:

Credit Card: $150.73

Basement Loan: $17,698.72

Total Liabilities: $17,849.45

TOTAL NET WORTH: $132,723.48

Retroactively completing this net worth on 1/1/23

*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 = 37.1%

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

   1. Current net = $49,368

3. Buy another multi-family property

4. Run in 3 different Spartan races

   1. WV 10K Super

5. Read 6 books

   1. Listened to "The Small Book That Still Beats the Market"

   2. Listened to "Buy, then Build"

   3. Read "I never want to grow up"

6. Visit 4 state parks/ national parks

   1. Cinque Terre

   2. Pompeii

7. Visit 1 more state (and one country)

   1. Visited Italy/ Switz/ France!

8. 6 transactions or $750K in sales price