Home > August 2020 net worth update

August 2020 net worth update

September 2nd, 2020 at 02:42 pm

NT's UK pensions:
AV: 22,397 pounds ($27,996)
SW: 29,047 pounds ($36,309)
FL: 6,462 pounds ($8,078)
NT's 401(k): $96,078
NT's Roth IRA: $49,313
AS's trad. IRA: $23,169
AS's Roth IRA: $72,591
AS's SEP IRA: $50,695
CJ's 401(k): $172,906
CJ's Roth IRA: $54,182
NT's flat: $212,500 (200,000 pounds value x1.25 -15%)
CJ/NT/AS house: $592,200 ($630,000 value -6%)
TOTAL ASSETS: $1,396,017

US Mortgage $375,000
Loan from friends (duplex) $9,000
UK Mortgage 1 $27,738
UK Mortgage 2 $5,848
UK Mortgage 3 $6,158
TOTAL DEBT $423,744

Current Estimated Net Worth: $972,273

July 2020 estimate: $952,110

Change in net worth: +$20,163

Summary: Jeez, even with adding almost $5K in debt due to the refinance, our net worth jumped again this month. I think we've gained $40K in retirement value over two months, which is, yeah, not going to be a lasting gain. I wonder if we'll reach a million in net worth before the bubble bursts?

Notes on the numbers above: House value estimates are usually approximate. UK pension values updated about once a year. UK asset values and debt amounts are calculated figuring $1.25 for every British pound.

2 Responses to “August 2020 net worth update”

  1. LivingAlmostLarge Says:

    yep you will! seems insane.

  2. ceejay74 Says:

    So weird! I just realized, if I included our reno and EF savings in our assets, we'd already be up there! I don't because we'd then see a big drop when we paid for our renovations. But right now we have over $50K in savings.

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