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The Ramsey Show

How Can I Get Ahead With My Money?

01 Dec 2023

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is discussed at the start of this section?

28.803 - 58.116 Ken Coleman

Live from the headquarters of Ramsey Solutions, this is The Ramsey Show. It's where we help you win in your life, specifically your money, your work, and your relationships. I'm Ken Coleman, joined by the incomparable, the lovely Rachel Cruz. The phone number is 888-825-5225. 888-825-5225. Rachel will be taking your money questions. I'll chime in if she lets me. We always want your thoughts.

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58.136 - 79.883 Ken Coleman

I'm sure you do. We'll also take your work questions. Your income is your greatest wealth building tool. Multiple incomes is the best way to get out of debt and get through the rest of the baby steps. So if you're feeling stuck, you're not where you want to be in your work life and your financial life is being affected, I'm here to help you on that as well. So we'll take those calls.

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79.923 - 89.533 Ken Coleman

Let's get right to it. Ross is joining us now in Houston, Texas. Ross, how can we help? Hello. Hello, Ross. You're live on The Ramsey Show. What's up?

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90.974 - 92.336

Awesome, awesome. How are y'all doing today?

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92.636 - 93.657 Ken Coleman

We're having a blast.

94.868 - 100.276

it's really good to get through to y'all. I have a, I've been trying for a couple of months, but today is your day.

100.476 - 101.438 Ken Coleman

What is your question?

102.58 - 109.149

So, uh, we kind of got in a predicament where my girlfriend got in a wreck not too long ago.

110.031 - 110.592 Bruno Satin

Is she okay?

Chapter 2: How can I help my girlfriend with her debt?

538.686 - 557.722 Ken Coleman

I'm Ken Cullen. I'm joined by Rachel Cruz. And we are here for you this hour. The phone number is toll-free. You can jump in at 888-825-5225. That's 888-825-5225. 825-5225. The question of the day is brought to you by Neighborly, your hub for home services. The 19 home service brands nationwide.

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557.742 - 570.325 Ken Coleman

The network of local service pros on Neighborly.com can help you with just about anything you need in and around your home. Incidentally, Neighborly was founded to solve problems like Ken Coleman, because I can't do anything.

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570.305 - 573.63 Rachel Cruz

You and George Camel are like two peas in a pod.

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573.67 - 578.317 Ken Coleman

We are neighborly prime customers. Our poor wives. We can't do anything around the house.

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578.337 - 588.211 Rachel Cruz

Do you know George on this show said something about table saws? And he's like, I mean, you guys go spend $1,000 on table saws. He got lit up because everyone's like, they're like $100 to $200. And he thinks they're like $1,200.

588.331 - 602.995 Ken Coleman

Yeah, right, right, right. Well, you know, again, I'm not even sure he knows what a table saw is. He just heard it and said it. Or a circular saw or something. Yeah, he has no idea. But nonetheless, if you're like me, Please visit neighborly.com slash Ramsey to find out more and improve your marriage.

603.785 - 606.388 Rachel Cruz

All right, today's question, it's a long one. Get ready, everyone.

606.408 - 606.608 Ken Coleman

Oh, it is.

606.668 - 613.596 Rachel Cruz

Buckle up. We got Barry in New Jersey. Is my wife a princess or do I need an attitude change?

Chapter 3: What should I do if my lifestyle is unsustainable?

702.036 - 702.776 Rachel Cruz

I'm not mad at her.

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703.077 - 713.446 Ken Coleman

I'm not either. But what do you say? In fact, I'm going to stay out of this and just ask a question. Let's say that Barry's wife, her name is Mary, just for fun.

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714.087 - 730.179 Ken Coleman

And let's say you and Mary go to tea or whatever you would do. And she says, my husband Barry has asked me. To go back to work. It's the same scenario. Sure. And she says to you, we're fine. All the things you just said.

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730.259 - 730.84

Yeah.

730.86 - 743.884 Ken Coleman

But I understand he wants to knock it out. Blah, blah, blah, blah, blah. He wants me to go back to work and I just don't want to. What should I say to him? How should we handle this? What would your advice be to your friend Mary about her husband Barry?

744.674 - 768.859 Rachel Cruz

mary and barry uh i would say i could understand where he's coming from i can see more for him wanting to retire early and wanting to get out of the work and stuff i see that more plausible and understandable for some reason than even the house i know but what do you say to her because he's clearly brought this up to her yep and she she's not moving fast so i would i would ask her

768.839 - 797.395 Rachel Cruz

uh what is it that keeps you from not working yes meaning like is it that you don't have a thing that you're passionate about that you want to do uh is it that you just logically have come to a conclusion that y'all are going to be fine like you're going to pay off the house soon yeah he will retire at a decent age there's no need for this urgency at this point in our lives um so i would ask her those questions and then i would have her i would i would want her to ask him you know hey what what's really like what what is going on what's more pressing

797.375 - 805.213 Rachel Cruz

Do you get frustrated that I'm just home? Does that bother you? Do you think I'm... Like, you know what I mean? I don't know, because some resentment could be building on his end.

Chapter 4: How do I approach my girlfriend about selling our cars?

828.506 - 831.432 Rachel Cruz

Will you get us there? Do you know? Do you know where we're going?

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831.766 - 853.133 Ken Coleman

Well, yeah, but where you were going, I wanted you to tell us what you would tell her because I think this is a getting on the same page. You're great at that. You're very intentional in your life with Winston. And so here's my only take. I think he sees her as potential income and he's got some stress and he's got some urgency over a goal and he's looking at her, in this case, wrongly.

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853.113 - 871.527 Ken Coleman

If Barry were with me, I'd go, I understand what you see. You see potential income that's not being maxed out and you're going, come on, babe. That's what I think he's feeling. So I just wanted to throw that in there. So what would you tell her? Because there's some stress on his end.

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872.3 - 896.248 Rachel Cruz

uh there is and i just wonder on her end hey is is there other ways that i can help contribute to lowering that stress with me not having to go back to work like would it make you feel better and and if we agreed on a budget and i actually stuck to my word right because if the budget's a drift then there is a level of like someone's not keeping their word which cannot it's not great um

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896.228 - 904.922 Rachel Cruz

So I'd have those conversations. But I also think that there's like a reasonableness for him to see, yeah, y'all are you guys are doing fine.

905.105 - 919.028 Ken Coleman

Yeah, well, if any time someone mentions twice the same phrase, is she a princess, he thinks that Barry thinks that she's a princess. And what he means by that is not the compliment. It's like, you got it good, babe. I've been out busting it. Yes, you did your part.

919.048 - 937.739 Ken Coleman

So I would say to Barry, hey, dude, I'm guessing there's already been a lot of tension around this, and you've got to change your tenor and how you're going at this. Because if you're asking us twice – And a thing that you know may get read on the air, is she a princess? That tells me you are feeling some resentment towards her that's got to get fixed.

937.759 - 953.725 Rachel Cruz

Yes, and that's more of the underlying issue. And I do think sometimes spouses, because our spouse is the closest person in our lives, they are the ones that we can just kind of like say it all, give it all, whatever. But I do think the intentionality – and you're great at this, Ken, asking questions –

953.705 - 971.514 Rachel Cruz

I think in Winston, I've kind of gotten in this rhythm to instead of just say of telling, right, you do that. I want you to do asking questions, actually get to know your spouse on that level of what what's really going on. And that takes some intentionality. But I think getting to the root of all of this is key. The root for her.

Chapter 5: What financial changes should I consider before buying a home?

3393.482 - 3412.958 Ken Coleman

My kids need shoes. Don't forget that. So we'd appreciate that. If you're looking to make a change in 2024 in your professional life to make more money or just get more meaning, you can just check out the Ken Coleman books, of course. But the Rachel Cruz wallet, I got to mention that. Black, Camel, Brown, Champagne, and the brand new Navy.

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3413.138 - 3414.52 Rachel Cruz

I know. We came up with a Navy.

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3414.58 - 3420.289 Ken Coleman

Wow. That's pretty nice. I could get a Michigan Block M on that. Yes, you could, sir.

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3420.329 - 3421.09 Rachel Cruz

Yes, you could.

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3421.11 - 3437.475 Ken Coleman

The week-long Cyber Monday sale is at RamseySolutions.com slash store. RamseySolutions.com slash store. All right, Sandra. We're going to go back to Sandra in Boston, Massachusetts. Sandra, you're on the Ramsey Show. Sandra. Hello. Hi. Are you there?

3437.655 - 3439.521

Hello. I'm there.

3440.462 - 3441.903 Ken Coleman

You sound like you may be in a tunnel.

3443.625 - 3448.27

Oh, I'm right in front of the window because I had to move position.

3448.471 - 3450.132 Ken Coleman

Can you put your phone up to your mouth?

Chapter 6: How can I effectively use my emergency fund for my daughter's quinceañera?

3455.358 - 3467.391 Ken Coleman

That's why it sounds like you're in a cave. I want you to pull the phone out of your mouth and put it next to your mouth. All right, Sandra, we'll try this. Hold still. What's your question?

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3468.113 - 3486.312

My question is, I'm interested in purchasing a home. And right now I live in an apartment. Purchasing a home, then the mortgage would be twice as much as my apartment. I live by myself. My child is grown.

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3486.353 - 3487.494 Bruno Satin

She's not with me.

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3488.014 - 3491.418

And I wanted to know if it would be a good idea to purchase a home.

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3493.54 - 3501.94 Rachel Cruz

Sandra, what do you make a month? About $8,000, $9,000 a month. Okay. And do you have any debt?

3503.863 - 3508.732

I have about $50,000, $45,000 to $50,000 in student loans. Okay.

3510.314 - 3515.784 Rachel Cruz

Do you have any savings? But I have $50,000 in the bank. How much? $50,000 in the bank.

Chapter 7: What should I do with my increased income?

3515.804 - 3519.45 Rachel Cruz

$50,000? Yes. Great.

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3519.7 - 3544.965 Rachel Cruz

um and then okay so what i would do sandra i don't think you're ready to buy a house right now i would pay off your student loans today with your 50 000 i would bump up your savings back up to three to six months of expenses and then take some time to save up a good down payment after that and then you just want to make sure even though it's going to be doubling you know your a house payment versus the rent it'll be double

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3544.945 - 3555.72 Rachel Cruz

If it works within the formula that it's no more than 25% of your take-home pay on a 15-year fixed rate, you're fine. You're fine. Just making sure that math works out. So I would not give you the green light today.

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3555.801 - 3574.868 Rachel Cruz

I would pay off your student loans today, get an emergency fund of three to six months of expenses back up, and save for a good down payment anywhere from 5% to 20%, and make sure the new house is no more than 25% of your take-home pay. So if those are the parameters, Sandra, you're great, but probably not today would I pull the trigger on that.

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3574.848 - 3584.826 Ken Coleman

But I would consider a different cell phone plan. That might be our first purchase. Let's go to Grant in San Antonio, Texas. Grant, how can we help?

3584.846 - 3586.148

Hey, how's it going, guys? Good.

3586.489 - 3601.217 Rachel Cruze

So I am 24, and I just had kind of a massive change in income in my life in the past six months. So I just wanted some advice on how to handle this properly. I was making about $60,000 a year.

3601.277 - 3612.036

Then I got engaged and immediately got a new job right after that. So now I'm making around $140,000 to $180,000 a year. Wow. Good for you.

3612.217 - 3615.001 Ken Coleman

Come on, Grant. That's fantastic. Thank you, guys.

Chapter 8: How do I balance my lifestyle choices with my financial responsibilities?

3653.711 - 3658.924

By the time I'm 30 to 35, you know, I want to house some kids and, you know, be very well off for myself.

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3659.385 - 3662.854 Rachel Cruz

Yeah. Well, that's a great question. What will she be making after you guys get married?

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3663.83 - 3690.647 Rachel Cruz

she's right right now she's probably gonna keep her job she's right around 55 to 60 000 a year okay fantastic i mean you guys are yeah i mean you you guys are gonna be doing amazing so i would i think paying off all your debt for sure is is the first priority and knowing why the credit card debt was there and all of that right fixing the the symptom not just the symptom but the actual problem too um right but as far as yeah where to put your money i mean i would i would do a

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3690.627 - 3712.973 Rachel Cruz

for sure just a emergency fund of three to six months of expenses and you could put that in a high yield savings account or a money market account that's not that's more like insurance money than investments and then when you can look on to investing 15 of your income into retirement so we look at you know good mutual funds um to go within that plan of a 401k or a roth ira

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3712.953 - 3735.171 Rachel Cruz

And then beyond that, grants, you could always, you know, like CDs don't always keep up with inflation. But even just opening a Vanguard account and putting some money in the S&P 500 is a plan that you could do as well. But I would always invest my money when I'm thinking long term, more than five years. and making sure what I'm investing in has a long track record.

3735.491 - 3742.761 Rachel Cruz

And so for me, again, mutual funds, Vanguard account, those kinds of things is where I feel the best putting my money.

3743.362 - 3760.746 Rachel Cruz

But any short-term savings that you guys have, if you're saving to buy a house or something, again, just a good high-yield savings account will, I mean, some of those percentages nowadays, that's the bad thing about everything going on with interest rates is if you have debt, it's a ding on you. But those of us that are saving, you're like, oh, dang.

3760.787 - 3762.008 Ken Coleman

Six and a half percent right here.

3762.028 - 3762.729 Rachel Cruz

Doing pretty good.

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