Tag: Net Worth Report
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Taylor Kim, August 2026: Tesla RSUs and a Simple Plan
FICTION: Invented Tesla-employee numbers (not real compensation) used to talk about concentrated stock, RSUs, and automatic index-fund diversification. Not advice.
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Priya Shah, August 2026: Medical Billing From the Kitchen Table
FICTION: A WFH medical-billing mom’s household snapshot, two paychecks, and a first $150 automatic index-fund contribution. Not advice.
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Derek Hall, August 2026: Retail Hours and 22% APR
FICTION: A retail worker’s August — irregular hours, a negative net worth, and the classroom difference between minimum payments and an avalanche.
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Maya Chen, August 2026: College, Retail Shifts, and $847
FICTION: A college student’s first monthly report — part-time retail, a leftover meal plan, $847 in checking, and no investments yet.
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How to Track Your Net Worth in 30 Minutes a Month
Assets minus liabilities, one spreadsheet, a monthly ritual. The same method the fictional PFBoss cast uses — without turning it into a craft project.
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Jamie Cole, August 2026: The Business Ate First
FICTION: A struggling entrepreneur’s thin personal cash, a business that eats first, and credit-card float. Same job title as a better month, different buffer.
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Chris Nguyen, August 2026: Owner Pay Comes in Waves
FICTION: A successful founder’s lumpy owner pay, an estimated-tax transfer, and automatic index-fund buys when the wave is high. Not advice.
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Robert Hayes, August 2026: Social Security and a Quiet Month
FICTION: A retiree’s quiet August — Social Security, a 401(k) withdrawal, and sequence-of-returns as vocabulary, not a plan.
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Elena Vasquez, August 2026: Attending Pay, Still Behind
FICTION: An attending physician’s high paycheck, leftover student loans, and a net worth that still looks like residency. Not a recommendation.
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Alex Rivera, August 2026: Invented Google Pay and Bay Rent
FICTION: Invented Google-employee numbers (not real compensation) used to talk about high-COL rent, a 401(k), fictional RSUs, and concentration. Not advice.