Holden Lewis

I feel like my finances are organized and I feel like I'm kind of in control of where I'm going with it.

No, I don't have a mistress part.

Okay, there you go.

A very well-behaved cat.

Especially my cat's very well-behaved, yeah.

It kind of happened by accident, really.

I've always been saving pretty diligently my whole life, just always living below my means and spending less than what I was making.

I found myself all of a sudden, you know, trying to invest my money and finding out what to do with it.

And then I came across that my money was growing, compound interest was growing faster than I could save it.

And that's when I stumbled across on the internet, CoastFi, and I started doing some research into that.

And then when I came across that, I thought, wow, this is probably something that I'm actually without knowing doing.

And then it became something that interested me, thinking that maybe I can get ahead of

with my finances and hopefully stop investing or at least reduce the amount of money that I'm investing and then enjoying a little more of my life now and then hopefully still having enough for retirement when retirement comes.

Well, I was living in a foreign country for a long time, so they don't have a 401k there.

So my 401k is very young and doesn't have a lot of money in it.

I was saving mostly in a brokerage account.

I have two.

I have one with Charles Schwab and one with Merrill Edge.

I don't know what the official term for those is, but... Like a taxable brokerage account.

Taxable brokerage account.