A Story of Wealth and
Financial Independence
Let’s talk money! I crossed into millionaire Net Worth territory on July 6, 2023. My name is Jon Stacey and I’m an IT Program and Project Manager. I’m still on the corporate treadmill and not yet ready to retire early, but I’m well on my way!
I share my story here following in footsteps of other folks on the Internet who have shared their journey.
This is my tale of Financial Independence, Early Retirement, and to Live My Passion.
Age:
36
Status:
Salaried Employee 😮💨
Target Retirement:
2030
Why I Want to be Financially Independent and Retire Early (FIRE)
Finding financial independence and retiring early. This story will resonate with those seeking their own path to FIRE.
It Never Hurts to Ask
Keep pushing forward with persistence even when facing resistance and friction and hold manufacturers accountable for their products
Net Worth Quarterly Report – Q4 2023
In this quarterly retrospective, I share my net worth changes over the past 90 days. Despite a losing streak in the stock market, my portfolio remained consistent. Looking ahead, I’ll face financial challenges due to construction in Cape Coral, but I plan to continue spinning options wheels to cover expenses. Stay tuned for tradeoff decisions…
Do You Need a Budget? (🎉 Happy New Year’s 2024)
Jon’s Theory of Money Management, which emphasizes cash flow rather than budgeting. Regular reviews and awareness of income and expenses are the key
Merry Christmas!
Wishing you and your loved ones a merry Christmas! Take a break from reading and cherish moments with family.
Don’t Let Perfection be the Enemy of Good
Don’t let perfection hinder your productivity. Learn how to catch the wave of motivation and get things done efficiently.
Take Your Paid Time Off!
Learn from my mistakes and take control of your work-life balance. Track your hours, manage your workload, and don’t wait to take comp time. Let’s talk!
Health Savings Accounts (HSA) are Great Investment Vehicles
Discover the benefits of using a Health Savings Account (HSA) as an investment. Learn how to maximize tax advantages and grow your net worth.
Spread Out Your 401k Contributions to Avoid this Nasty Gotcha Surprise
Here’s a hot tip!🔥 Be sure to spread out your 401k contributions throughout the year to avoid this nasty gotcha surprise. Let’s jam!
How I Got Out of Debt and Became a Millionaire (You can Too)
Simple and straightforward way to become wealthy. How I allocated my money to get out of debt and become a millionaire by age 36.
Got a question or tale you want me to tell?