Let’s start with the important thing. Here is a simple break-down for where our family’s net worth today.
Cash & Equivalents :
- Checking – $21,000
- Saving – $12,700
- Credit Card – 6,400
- Total – $27,300
Investment Accounts
- 401K – $65,600
- IRA 1 – $35,800
- IRA 2 – $5,600
- Lending Club – $14,800
- Total – $121,900
Real Estate
- Primary Residence – $460,000
- Mortgage – $380,000
- Total – $80,000
Tech Startup
- My equity – $4,160,000
- Tax liability – $990,080
- Total – $3,169,920
$3,399,120
As we are soon to experience a liquidity event for the tech startup, I’m including the equity here in the post. This will allow me to diversify my holdings as clearly a large percentage of my net worth is currently tied up in the company. This liquidity event pending is one of the main reasons I started this blog. It will be informative to track a variety of investments I make over-time as the opportunities arise outside of the startup.
Update : The deal closed. See future posts with more current information (ie this is a snapshot at one moment in time).


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