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The Ramsey Show

Don’t Let Your Inner Drama Queen Control Your Investing! (Hour 1)

19 Apr 2023

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: Should I buy a backup vehicle for my job?

27.048 - 36.18 Dave Ramsey

Live from the headquarters of Ramsey Solutions, broadcasting from the pods moving and storage studios, it's the Ramsey Show, where we help people.

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36.818 - 63.957 Dave Ramsey

build wealth do work that they love and create actual amazing relationships jade washall ramsey personality is my co-host today as we answer your questions about your life and your money the phone number is 888-825-5225 chris is in spokane hi chris welcome to the ramsey show hello thank you for taking my call it is a privilege honor to speak to you sir how can we help

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64.375 - 84.342

But first, I've learned a lot from you in the last couple years, more than I ever learned in a college degree, so thank you. But my dilemma right now is with my work and obtaining a backup vehicle. I am an independent contractor who drives a lot of miles, so repairs are part of the deal. And my original means was taken away from me a few months ago.

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84.663 - 108.81

And so now I'm looking for a way to get a backup vehicle, a way to finance the repairs. And it's been wishy-washy. I used to be able to take it to the dealership. It has a third-party contractor where I could work on financing, give me a loaner. That's all gone now. So I'm back to square one. If I go hit my car breakdown, how do I get another vehicle? Save it up for what's difficult.

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109.027 - 114.634

I still got a couple of credit cards and they're under control, but I still need that resource back.

Chapter 2: Is taking out a HELOC a good option for home repairs?

114.674 - 116.857

So I don't know how to do that.

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119.6 - 123.205 Jade Warshaw

What kind of delivery driving are you doing? Can I have some clarity on that?

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124.206 - 128.511

Yeah, I've done the Uber, Lyft, DoorDash. I've got thousands of deliveries done under it.

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129.152 - 132.877 Jade Warshaw

So is there anything wrong with your current vehicle or you just want this just in case?

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133.838 - 134.479

Just in case.

136.381 - 138.544 Dave Ramsey

I mean... So how much do you make?

139.84 - 141.363

About $5,000 a month.

141.383 - 163.519 Dave Ramsey

Okay. Well, in business, if you were running a business, which you are, you're an independent subcontractor, right? An independent contractor. So let's say you had a heating and air company and you had 10 trucks that were fixing people's heating and air. One of the things we would teach you in business is to set aside a percentage of your profits for truck replacements.

164.832 - 170.599 Dave Ramsey

And then as an, eventually you'd have enough to buy a truck and then you'd start the process again.

Chapter 3: How can I manage debt while preparing for marriage?

170.659 - 194.147 Dave Ramsey

And so ever so many years, you would roll a truck off of your fleet and roll a new one on, but you've been systematically saving a percentage of your profits. If you save 10% of your PR of your 5,000, as an example, there'll be 500, that'd be $6,000 a year. I mean, you could buy another $6,000 car once a year. And that's all you need for a backup car.

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194.245 - 214.757 Jade Warshaw

Yeah, I don't think, Chris, that you need two vehicles at one time. I think this is more about I'm saving up. I've got this money here to replace the vehicle you've got or upgrade when the time comes or fix the repairs as needed. But making $5,000 a month, I don't see why you need two vehicles, one sitting in the driveway and the other one that you're driving.

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214.777 - 225.785 Dave Ramsey

If you did, it's a super inexpensive one. Yeah. I mean, it's just above hoopty level because you definitely don't need two $15,000 vehicles to drive Uber. That'd be dumb. Mm-hmm. Okay? Right.

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Chapter 4: What are the pros and cons of borrowing against one property to buy another?

225.925 - 248.613 Dave Ramsey

Even if they're all paid for and with the income you're producing, it doesn't justify that. Mm-hmm. So, but yeah, I would, it's okay to put a hoopty, a semi hoopty in the yard if you want, or the driveway if you want to have as your backup. And then you've got to have repairs in your line items because basically you are running the wheels off a car.

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248.774 - 265.997 Dave Ramsey

And so you're going to have increased repairs because the miles you're putting on it. and you've got to increase fuel cost, and you've got to run all of that in basically the profit and loss statement of your business, which is the revenue that comes in minus fuel, minus repairs, minus vehicle replacement.

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266.778 - 291.32 Dave Ramsey

And those are the line items in your business's budget, and then the net of that is taxable, and the net of that is what you really are taking home You can't take 100% of it home because you'll constantly be in a lurch on repairs. You'll constantly be in a lurch on vehicle replacements. You've got to systematize this and just build you a process. And I don't care what it is.

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291.38 - 298.275 Dave Ramsey

If the $500 I mentioned is enough, then that's fine. And you say, okay, we're going to set. You also need to be setting your tax money aside every month.

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298.295 - 299.177 Jade Warshaw

That's a fact.

Chapter 5: How can I save for retirement if I make a lot of money but have no savings?

299.157 - 320.706 Dave Ramsey

You know, so, you know, your quarterly estimates on taxes, which is about 25 percent of your profits. And so you need to set that aside, set aside vehicle replacement and set aside car repairs. And so you've got these little miniature savings accounts for replacement and for repairs. And then you can run the thing efficiently. That's how you handle the cash flow aspect of this.

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320.746 - 327.595 Dave Ramsey

And then the other thing you need to ask yourself is what Jade's saying is, you know, how much do we really need to invest in this?

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327.575 - 344.595 Jade Warshaw

Well, you know, and that's what I said. If he's really focused on the Uber side of things or the Lyft side of things, it might be more profitable for him to increase the value of the car that he's driving because you can earn more based on the type of vehicle that you have. So I don't know. I mean, it may be worth him running those numbers out.

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344.656 - 354.207 Jade Warshaw

But, you know, maybe you drive the hoopty for like Instacart type stuff, but you're saving up to buy, you know, a certain level of vehicle so that you can make more on your Uber and Lyft stuff.

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354.187 - 375.064 Dave Ramsey

he's got it he's got to price that stuff out and see see where the the true money lies the black suv level yeah well that's going to take him a minute at 5 000 a month but you know 500 yeah yeah either way however you did it exactly tammy's with us tammy's in jacksonville florida hi tammy how are you i'm good how are you better than we deserve what's up

375.331 - 382.878

Awesome. Well, I'm searching for some godly financial wisdom. We are in a situation where we've lived debt-free.

Chapter 6: What strategies can I use to budget for vehicle repairs and replacements?

384.519 - 409.829

We took Financial Peace University many years ago and really put it to work. We live in a small rural community and our pastors, so we have done the best we can with what we've got. Well, our insurance company has canceled us because they're requiring us to get a new roof because our roof is about 23 years old. It's actually still in good condition. We could replace the roof ourselves.

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411.494 - 443.146

But the second insurance company just canceled us again. And we only owe about $42,000 on our mortgage. We are trying to figure out, do we... Do we try somehow to pay off the mortgage, whether it be through a personal loan, like we could drain our savings and pay off that with a little bit of a personal loan and not have to worry about a roof or go into debt to get the roof?

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444.548 - 447.492 Dave Ramsey

How much do you have in savings?

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448.906 - 451.97

We have about $23,000 in savings.

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452.611 - 456.236 Dave Ramsey

So you have the money to put a roof on the house?

457.838 - 458.419

We do.

458.619 - 458.92 Dave Ramsey

Do it.

459.621 - 461.143

Your house needs a roof.

Chapter 7: How should I approach financial planning before getting married?

463.186 - 478.086

Right, right. But we're being told by our broker that even with a new roof, they won't be able to find anybody to insure us. Why? Because we don't have a fire department near us.

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478.235 - 481.363 Dave Ramsey

You had insurance before, and there was no fire department near you.

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482.466 - 483.228

No, there was.

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484.351 - 484.832 Dave Ramsey

They closed?

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484.852 - 493.594

They just closed down. Yes, they just closed down. Like I said, we're in a very rural community, and so we're very confused with what everybody's telling us.

493.844 - 513.636 Dave Ramsey

Yeah, I'm going to work this problem, and I think you need to put a roof on your house and get insurance and then work to get your house paid off. I'm with you on getting it paid off, but you're just moving the loan to a personal loan. If you did that, it's not the end of the world. So if you throw $20,000 at it and you go take a $20,000 personal loan, now you're free.

513.676 - 517.422 Dave Ramsey

But you still need a roof, and you still need insurance.

Chapter 8: What are the best practices for investing and managing cash flow?

517.52 - 543.524 Dave Ramsey

After the smoke clears on that, no pun intended. This is The Ramsey Show. Jade Warshaw, Ramsey Personality, is my co-host today. Thank you for joining us, America. We're glad you're here. The phone number is 888-825-5225. Our question of the day is sponsored by Neighborly, your hub for home services.

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544.065 - 559.558 Dave Ramsey

If you're moving, you have a long list of to-dos, but Neighborly has local pros like Housemaster, The Grounds Guys, Five Star Painting, and Junk King. To check items off that list, visit Neighborly.com today to schedule home service experts near you.

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559.538 - 586.845 Jade Warshaw

All right, today's question comes from Jesse in the Baby Steps Millionaire Group. He says, I'm 61 years old. I'm hoping to retire soon, but watching my retirement savings go down day after day after day. The only part not going down is $180,000 sitting in the bank, earning almost zero interest, but not completely eroding away with the stock market. What should I do? I like this question. Um,

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587.23 - 604.257 Jade Warshaw

For many reasons. Number one, Jesse, you're forgetting that the money that's just sitting in the bank, it's not earning interest like it would in the stock market, but there is a little thing called inflation. And that is affecting your savings that's just sitting there. So I'm just putting that out there.

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604.617 - 614.453 Jade Warshaw

But let's talk about this retirement savings, because you're telling me that it's, quote, completely eroding away. And that's just not true.

614.433 - 615.596 Dave Ramsey

Bull, yeah.

615.616 - 633.775 Jade Warshaw

That's just not true. The stock market is down, but it's not completely eroding away and it will come back up. We know that. You can look at the track record and know that this is temporary. The stock market is cyclical. It goes down and it goes up.

634.092 - 653.754 Dave Ramsey

So, Jesse, one of the things you have to understand, and it helped me because I actually got into the research about 30 years ago on this, is that we all, especially when it comes to investing, but a lot of other things too, we all have a drama queen that lives in our brain that exaggerates everything.

654.494 - 655.576 Jade Warshaw

And, oh, God!

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