May Total Income:
Another typical busy month had family visiting the beginning of the month, so all my work was packed into three weeks. Telemedicine work continues to go well, hope it can continue on.
Expenses
Fairly typical month, I had to renew some of my licenses for work thus credit card bill is a little more than it otherwise would be, although 5k in expenses seems to be fairly typical.
Investments
May was a great month for the market, with the market finally turning green for the year. Just goes to show you how important staying invested it, can’t tell you how many friends reached out to me and told me they were going all cash until the tariff war ends, I’m sure a few did.
Everything is fully funded for the year besides my wife’s 457 which we are working on. I decided to add 21k into taxable so I could get an even 300k invested. I now need to save up a cash pile for various expenses for the year, school tuition, property taxes, income taxes, etc
Investment Accounts:
Another positive month with an almost 200k swing in the green.
My Financial Goals for 2025
- Hit $2 Million in investments. Approaching 1.9 mil…I’m saying…theres a chance.
- DONE- PAID OFF IN FEBURARY!!!! Pay off remaining student loans. I start the year with ~$95k left in student loans refinanced to 1.1%. I know mathematically it makes zero sense, but I only have two years left on them regardless. I plan to fully fund my retirement accounts in the first quarter of 2025 and then have them gone by midway through the year.
- Work less? July I am going down on my shifts.
-AMJ