In this video, Kelly and I share our personal financial plan. We talk about some of the things that have led us to where we are today financially, and our goals for semi-retirement and retirement in the hopefully-not-too-distant future. There’s an explanation of what terms like net worth and loan-to-value mean. We’ll discuss our planned net worth growth goals over time, and test to see how feasible those goals are, and what the risks to success are. Finally, we talk about the tactics we will use to execute on the plan!
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Steffan (& Kelly)
Disclaimer – Any financial information referenced is opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.