August Total Income:
Another busy month for our household. Because of vacation/shift schedules, I did not end up doing much telemedicine this past month so income has been much lower.
Expenses
Lots of expenses this month, continue to have a lot of maintenance expenses with house, boat, pool, cars, etc. I am looking forward to the next month when something we own doesn’t seem to break!
This month, we actually almost purchased a new lot to build a home on. We ended up getting outbid which I have mixed feelings on. We would have had to empty out the majority of our taxable account (We did consider an SBLOC) but the land was a great deal. For now, we are just waiting and watching.
Investments
August was a great month for the stock market and we continue to move up and to the right.
We are just shy of maxing out our goals for the year. I am also planning to add $5k to my sons 530A Plan (Trump account). I received the Dell gift for $250 so I will fund the rest this month.
Investment Accounts:
Big move up this month, over +$151k in the green. Compound interest is a magical thing. I did end up moving all the money out of my coinbase account. I sold everything and then rebought FBTC in our taxable account.
My Financial Goals for 2026
- Hit $3 million in investments: We did this, June 1st!!!!!
- Pay down mortgage and recast – DONE – 260k extra payment (family gift) and mortgage recast done, payment changed from $3,759 $2,450
- Obtain umbrella insurance – DONE! We finally obtained a $1 mil policy.
-AMJ