Bert’s Q3 2017 Goals Review

Three quarters down, one to go.  2017 is rapidly coming to a close.  October is one of my favorite months.  My wife and I love the fall weather, playoff baseball is back, and some of my favorite holidays are right around the corner.  If you recall, at the end of December I set five goals for myself.  I knew some of the were stretch goals, but it has been a blast aiming for them anyway.  Each quarter Lanny and I review our goals to check our status and see what possible changes may need to be made.   Let’s jump in an perform my Q3 goals review.

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Dividend Investment Portfolio Crosses the $300,000 Mark

Three years and three or so months ago, my portfolio crossed the first six digit mark in it’s existence.  Back in June of 2014, the dividend investment portfolio crossed $100,000 in market value.  Now I never posted about the portfolio crossing $200,000, but something about $300,000 had a nice ring to it.  It took me over 5 years to get to $100,000 and only 3.25 short years to triple that amount.  I hope we all can take a pause to think about that for a second, as my article will be focused on HOW I was able to garner a $300,000 portfolio and how YOU can too.  Check out how I was able to cross and crush through the $300,000 dividend stock portfolio mark!

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Lanny’s Q3 2017 Goals Update

Three quarters are officially in the books!  What does that mean for dividend investors and those pursuing financial independence?  This represents a great opportunity to review your goals and progress that has been made.  The year has come and gone in the blink of an eye, and with only three months remaining, we better make every minute count!  Through this point in the year, I will be able to identify if I will or will not achieve my goals, for the most part.  This also provides one last chance to change or alter my actions, in order to achieve the goals I set almost one year ago.

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Bert’s Fourth Quarter Finance and Life Goals

This quarter I want to try something different.  Sure, I set my annual goals back in December.  Those goals are the big goals that I want to make sure I can accomplish over the course of twelve mounts and  they are supposed to take time to complete (which they definitely are).  However, that doesn’t mean there aren’t a ton of other short-term goals that I want to accomplish along the way.  During the fourth quarter, I want to create some shorter term personal finance and life goals that I also want to complete over the next three months.  Some are large and some are small.   But all will have a meaningful impact if I can accomplish them.  

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Lanny’s Q2 2017 Goals Update

The first six months definitely have been fun, interesting, lessons have been learned, passions explored and a renewed focus has developed.  I cannot wait to look at the half of the year coming up, sort of in a “the glass is half full” kind of way.  Learning more about yourself/oneself in a much more rapid pace, but still focusing on the areas that make me happy, as well as the true goal of financial independence.  This quarter marks another quarter closer to these goals and I’m excited to talk about what progress was made.

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Lanny’s Q1 2017 Goals Update

Spring time is in the air and  Easter has now been celebrated.  Busy season is over, the snow is melted and the NBA playoffs have started.  Baseball season is underway and the Cleveland Browns still have no idea what’s going on.  I set my goals earlier on and it’s time to check back in after a rough few months to see how I am doing.  Time to check in after 90 days of the pursuit of 2017’s goals, which is hopefully propelling and pushing 2018 soon-to-be goals to new levels.   Continue reading

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Lanny’s Final 2016 Goals Update

BOOM!  2016 is officially closed, the I’s have been dotted and the T’s are now crossed.  There has been a lot of progress, set backs and steps taken forward in order to achieve goals, have a balanced life and new experiences.  I set lofty goals back in December of 2015 for my 2016 year and with the year turning a page to 2017, this means it is now time to reflect on achieving or not hitting the goals established for the year.  Let’s see how I was able to perform.

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