march finance report 💰 | so much extra income! | 2024 goals progress & net worth update

Поділитися
Вставка
  • Опубліковано 1 лют 2025

КОМЕНТАРІ • 21

  • @williamwarren9448
    @williamwarren9448 10 місяців тому

    Have a great trip and wonderful gift for mom ! Glenda

  • @sinnamonstory
    @sinnamonstory 10 місяців тому +1

    Congrats on your raise! I’m not a business owner but seeing your videos over the past few months (and how much you go above and beyond your goals), I suspect you will have the need for a solo 401k over the course of your career 🤩 it’s definitely worth looking into

    • @cointrolfreak
      @cointrolfreak  10 місяців тому

      Thank you Sinnamon!! I def need to look more into it. It seems intimidating but I'm sure it's worth it.

  • @kylezizelman4101
    @kylezizelman4101 10 місяців тому

    Nice job this month! I’m working on the Truist bank promo and when I finish, I will be using your link for the Upgrade promo!

    • @cointrolfreak
      @cointrolfreak  10 місяців тому

      Thank you!! Yess another churner! 🤘 I got a couple of other good offers in the mail recently so I'll be churning more in the next couple of months too. Thanks so much if you use my link! 🥰

  • @Watido8879
    @Watido8879 10 місяців тому +1

    Great job on your net worth increase! If you maintain that same monthly % change, you could be close to $250,000 by the end of the year!

    • @cointrolfreak
      @cointrolfreak  10 місяців тому

      Thank you!! And that would be craaazy haha. A lot of it was from crypto gains. Maybe I could hit like 175k by the end of the year if the market doesn't go down 😯

  • @minimalmiss
    @minimalmiss 10 місяців тому +2

    I've used money in my brokerage to max out my Roth IRA before. Definitely made it easier in years where I didn't have the full amount to max it out on the first of the year when I've wanted to. I love the brokerage, but 401ks do tend to have more protections when it comes to creditors (in case someone falls on difficult times) over IRAs ( I'm not familiar with SEPs though and it depends on the state)
    Edit: i will definitely use that formula😮

    • @cointrolfreak
      @cointrolfreak  10 місяців тому

      Oh yes I have heard of people doing that - holding their IRA contributions in their taxable for the next year. I thought of that but then I felt like it didn't make sense for me since I plan on being able to max those accounts out towards the beginning of the year without a head start anyway so then I'd just be in the same position haha. Def agree with the 401k protections. I need to do a bit more research as far as the work/upkeep involved with a solo 401k. It just seems a little intimidating to me right now, but then again so was investing and I got over that!

  • @angeljuarez93
    @angeljuarez93 10 місяців тому

    Congratulations on your raise 🥳🎊🍾 You’re going to reach your goals before the end of the year!! You got this 💪

    • @cointrolfreak
      @cointrolfreak  10 місяців тому +1

      Thank you so much!! My sights are set high this year for sure! 🤑 Thanks as always for watching and leaving such sweet comments!

    • @angeljuarez93
      @angeljuarez93 10 місяців тому

      @@cointrolfreak Of course ☺️

  • @danielvh87
    @danielvh87 10 місяців тому

    If you don’t want to track your tax savings as part of your net worth in YNAB, one solution is to just create a tracking account with a liability equal to your tax savings and then when you pay the taxes, just transfer to that tracking account to zero out the liability.

    • @cointrolfreak
      @cointrolfreak  10 місяців тому +1

      Hey that's a nifty idea! I thought about doing an off budget savings account just for taxes, but adding it as a debt would be cleaner since I don't have to play matchy matchy games with a single account. Thanks for the idea!

  • @Cclaudia228
    @Cclaudia228 10 місяців тому

    I used your upgrade bank referral link, definitely in my checking account churning era so thanks for turning me on to this one, excited for the bonus!!

    • @cointrolfreak
      @cointrolfreak  10 місяців тому +1

      Aww thank you for using my link!! It's def a super easy one since they don't have any monthly fees you have to worry about. I've got a couple other bank offers in the mail that I'm going to put to use in the next couple of months haha. Yay for free money! 🤑

  • @YazWhyNY
    @YazWhyNY 10 місяців тому +1

    7% raise yesssssss 🎉🎉🎉🎉🎉

    • @cointrolfreak
      @cointrolfreak  10 місяців тому

      🥳🥳🥳🥳 definitely a welcome change!!

  • @turbocam2007
    @turbocam2007 9 місяців тому

    Are you able to share a copy of the google sheet? This is really awesome and I'd like to track it similarly.

    • @cointrolfreak
      @cointrolfreak  9 місяців тому

      That's a great idea!! I should be able to link it in my next monthly recap. ☺️