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Tuesday, October 8

Making Progress Towards My Goals - September 2024 Update

I continue making progress.

Financial

My goal this year is to invest 40% of my gross income from meeting work - 30% to index funds and 10% to something more aggressive.  In September I moved 41% of my meeting income to investment accounts.

I purchased shares of the Vanguard Total World Stock Index Admiral Fund for the 30%.  I have not yet deployed the cash for the "more aggressive" investment.

*This will not match what I report in my income blog as payments aren't always received in the month the work was performed.

Health

I'm doing well meeting my exercise goals by exercising at least 5x/week.  

Simplify

I cancelled SiriusXM and Netflix.  We generally turn off and on our streaming subscriptions to watch new stuff, so I'm sure we will subscribe to Netflix again.  I have had the SiriusXM subscription for several years, and have always been offered a very low retention rate.  This time, it was not offered, so I cancelled.

Additionally, I redeemed the Savings Bonds I purchased a couple years ago when rates were much higher.  The current rate is less than 3% so there was no value in keeping funds there.

Have Fun, on a Budget

My goal is to spend less than $5,000 on "Fun" in 2024.  I'm getting close to hitting that number and there is still three months to go, so I'll do some brainstorming about how to mitigate this expense.

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