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Living the Middle

life between the suburbs & retirement sailing

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Divorce, Marriage, Money Home & Money Matters Saving Strategies

2025 – Our Financial Plan and Goals

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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!

If you want to check out more videos, make sure to subscribe to our YouTube Channel!

Happy Living!

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.

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Welcome to Living the Middle!

Blended family

We’ve got three kids, two cats, three marriages and two divorces between us.  LivingTheMiddle.com is the place where we share perspectives, as well as our successes and failures on our journey from suburbia to the goal of sailboat live aboard status.

For more on our super intriguing lives, check out ‘About Steffan and Kelly’.

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