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The Ramsey Show

Do NOT Get a HELOC To Buy a Rental! (Hour 1)

24 Jun 2022

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is the main topic discussed in this episode?

28.87 - 54.475 Dave Ramsey

from the headquarters of Ramsey Solutions. It's the Ramsey Show, where dad is dumb, cash is king, and the paid-off home mortgage has taken the place of the BMW as the status symbol of choice. Number one best-selling author of the book Paycheck to Purpose and Ramsey personality and host of The Ken Coleman Show. Ken Coleman, Ramsey personality, is my co-host today. Open phones at 888-825-5225.

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54.515 - 71.071 Dave Ramsey

That's 888-825-5225. This is the Ramsey Show. We help people build wealth, do work that they love, and create amazing actual relationships. Todd is with us.

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Chapter 2: Should I take advantage of my employer's tuition reimbursement program?

71.151 - 76.056 Dave Ramsey

Todd is in Mesa, Arizona. Hi, Todd. Welcome to the Ramsey Show.

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77.032 - 112.246

Hey, Dave. Hey, Ken. Just calling up to see if I should prolong my education to take advantage of my employer's tuition reimbursement program. The total cost of this program is going to be $30,000. But the one caveat is my employer, they only reimburse up to $10,000 a year. And I would prefer to just rip this Band-Aid off and get the program done within two years.

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112.286 - 119.935

So that'd be $15,000 a year, leaving me responsible to cover approximately $5,000.

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120.395 - 127.604 Ken Coleman

Do you have that cash on hand where you could cover it?

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127.624 - 136.56

We do. Currently, my wife and I were saving up for a down payment on Hopefully our first home.

136.82 - 137.041 Dave Ramsey

Good.

137.081 - 144.25

What are you studying? This is going to be a master's of engineering for mine engineering.

145.051 - 146.673 Dave Ramsey

What does it do to your income when you get that?

148.396 - 150.318

The ROI on it would be pretty great.

Chapter 3: Is it worth contributing to a 401(k) without a company match?

151.139 - 156.246

I think it would pretty much boost it about $30,000 in one year.

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158.386 - 183.994 Dave Ramsey

That kind of answers the question, doesn't it? Like, if you got it a year sooner, you'd get the $30,000 a year sooner, and you're only paying $10,000 to do that? Yeah, it was, you know... Wait a minute, stop, stop. Make sure I didn't miss something, okay? If you get it in two years, you get a $30,000 raise in the third year that you wouldn't get if you hadn't finished, right?

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185.437 - 200.88 Dave Ramsey

Okay. Yep. And to do that, you have to come out of pocket with 10 grand. Five each year. Yep. Which you have. I'm trading 10 for 30. Good trade.

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202.43 - 229.095 Ken Coleman

i like it when you frame it like that well just kind of being a cheapskate yes but no yeah you're cutting your nose off spite your face so buddy yeah and todd you're the one that said just moments ago i want to rip the band-aid off and get it done and oh yeah and so the math supports your desire so this is a no-brainer how big a company is this they're multinational uh mining giant okay perfect

230.003 - 240.599 Dave Ramsey

I know where this is going. Because you know what they need? They need what you do really bad. And you're a fairly rare bird.

Chapter 4: What are the risks of using a HELOC to buy a rental property?

240.639 - 243.904

That is true.

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244.144 - 265.991 Dave Ramsey

Okay, so what I'm going to do is walk into my supervisor and go, dude, y'all need to up it. I need a little waiver. I need a little amendment to the big corporate giant stupid butt policy, and you all need to pay $15 a year for mine. That way I'm helping you at adding value to your organization, our organization, at a faster pace.

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266.792 - 274.022 Dave Ramsey

And I'll even sign something that says if I leave before the end of the third year when you would have given me the money anyway, I'll pay it back.

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274.603 - 292.973 Ken Coleman

I love that, Dave. I love it. All right. Because, hey, listen, that's not going to offend them. You have no risk in that conversation as long as you keep that posture of just, hey, here's an idea. Here's a thought. Here's what the rules say. I can knock this out in two. Would you guys consider that? That's not going to be negative.

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292.993 - 295.777 Ken Coleman

Even if they say, well, we're not going to do it, you're not going to hurt yourself.

296.598 - 305.809 Dave Ramsey

Yeah. But, I mean, listen, just talk to your supervisor. Listen, how hard are you guys out there recruiting people for this exact role right now?

Chapter 5: How can I maximize the benefits of a master's degree?

305.789 - 326.077 Dave Ramsey

and I'm willing to step into that role a year sooner, but I need a waiver, and I'm even willing to guarantee you a zero risk on it, because if I leave early, I would pay it back. That's like even, you might even get corporate America to think about that. Dave, I don't know. That makes too much sense. Yeah, we're trying to get brain cells to work here. But yeah, that's a cool thing.

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326.177 - 332.686 Dave Ramsey

Either way, you're doing it. Even if you come out of pocket with it, you're doing it. That's correct. Because a 10 trading for 30 is a good trade.

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333.167 - 350.552 Ken Coleman

Yeah. This is I want to do it or I'm going to regret. You will regret it on some level, short-term regret. But why? You don't need to. You got the money. And here's the other thing. You'll make up that $10,000 faster for that house payment anyway. Dave just played the math out for you. So this doesn't hurt the dream in any way of buying the house.

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Chapter 6: What strategies can help me pay off my mortgage faster?

350.572 - 354.797 Dave Ramsey

Yeah, your instinct towards the Band-Aid was the correct instinct.

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354.777 - 380.194 Dave Ramsey

and uh the neat thing about someone that's got this much engineering under their belt is that math is their second language anyway so he already felt the math he just hadn't done it the way i did it so you can they just it's down in the dna it's swirling around he's going i know this is right i just can't figure out why it's right so all right claire is with us claire's in nashville hi claire how are you hi dave super excited to talk to you today you too how can we help

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381.592 - 401.68

Yeah, so I just accepted a job with a new company, and I'm very excited about it. But I did realize that this company doesn't offer a 401k match. They have a 401k, just no match. So my question for you is, should I participate in this 401k, or should I just open up a Roth IRA? What do you think?

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402.381 - 404.925 Dave Ramsey

Well, once you're out, does the 401k offer Roth?

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406.848 - 407.749

It's a traditional.

408.109 - 430.864 Dave Ramsey

Only? Only. Is that what you're saying? Okay. No, you would do a Roth IRA first. Here's the math. The math says take all the match first. You don't have that. Roth is better than traditional. So you max out your Roth before you do any traditional. And then if that doesn't get you to your 15% in Baby Step 4, then you would do some in traditional.

Chapter 7: What financial advice do experts give about debt management?

430.884 - 452.098 Dave Ramsey

But Roth is better than traditional. Match is better than Roth. And so Roth beats – I mean, match beats Roth beats traditional. And the best of all worlds is a match with a Roth, obviously, but you don't have that. And, of course, you're not doing any of this if you're not at Baby Step 4 and you don't have your emergency fund in place and you're not debt-free other than your house, right?

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452.99 - 454.914

Right. I am already in Baby Step 4.

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454.934 - 457.178 Dave Ramsey

Perfect. You're rocking it, girl.

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457.378 - 469.983

Well, I will add to that my current employer now. So this is a new position I'm accepting. But my current employer, I have been contributing to the 401k with them because they had a match. So that should just roll over into another 401k?

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470.123 - 488.747 Dave Ramsey

No, I would just roll it to a traditional. IRA. Okay. IRA. And you pick some mutual funds. So what you need to do is you need to jump on RamseySolutions.com, click SmartVestor Pro, find some of the folks there in your area that we recommend for investing. We're not in the investing business, but these are people... You're in Nashville.

Chapter 8: How can I effectively transition from a job I dislike?

488.767 - 511.296 Dave Ramsey

It's probably the same people I use. And so... You're going to sit down, get a Roth IRA going, and do a direct transfer rollover to a traditional IRA from the old 401K, and you'll have no taxes on that if you do the direct transfer. And that's what you should do. So, hey, good question. Congratulations on the new job. This is The Ramsey Show.

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539.525 - 569.38 Allie Beth Stuckey

Christian Healthcare Ministries is a Ramsey Trusted Provider.

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599.498 - 611.857 Dave Ramsey

Ken Coleman, Ramsey Personality, is my co-host. Thank you for joining us, America. Open phones at 888-825-5225. Chris is in Springfield, Missouri. Hey, Chris. Welcome to the Ramsey Show.

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613.479 - 615.622

Hey, Dave. It's an honor to be on the show here.

615.843 - 617.044 Dave Ramsey

Well, thank you. How can we help?

619.388 - 639.23

I want to know your opinion on... Okay. I bought my first house last summer. Me and a couple of friends... renovated it. According to my realtor, we increased the value by about 50 grand, and I have some aspirations to become a small-time landlord.

640.011 - 653.07

I was wondering if it's a totally dumb idea to get a HELOC on my current house for a down payment for a second house and turn the first one into an Airbnb or a rental.

654.452 - 655.273 Dave Ramsey

Yeah. Chris, how old are you?

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