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The Ramsey Show

Should I Invest in a Vacation Home? (Hour 3)

28 Jul 2023

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: Should we use severance to pay off our house?

33.95 - 53.19 Ken Coleman

Live from the headquarters of Ramsey Solutions, broadcasting from the Pods Moving and Storage Studio, this is the Ramsey Show, where we help you win with your money, your work, and your relationships. The phone number is 888-825-5225. 888-825-5225. I'm Ken Coleman. George Campbell joins me.

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53.17 - 69.262 Ken Coleman

This hour, we are here for you, taking your money questions and your long-term, short-term work and professional questions, because that affects your income. They all go together. I'll be here to help you with those questions. And George has got you covered on the money stuff. And here we go.

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Chapter 2: Is investing in a vacation home a wise decision?

69.342 - 74.352 Ken Coleman

Let's get going. Chris is joining us now in Denver, Colorado. Chris, how can we help?

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75.04 - 87.859

Hi, thank you for taking my call. I am calling to ask about paying off our house. We are on baby step four, five, and six, and my husband just lost his job about three weeks ago.

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88.22 - 89.862 Ken Coleman

Oh, no. I'm sorry. What happened?

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90.804 - 92.026

That is a really good question.

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Chapter 3: What are the implications of living with family while saving for a down payment?

92.546 - 103.642

He was a paramedic for 28 years, and this came out of the blue. So we're still trying to figure out... Yeah. We're still trying to figure it all out.

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103.803 - 104.844 Ken Coleman

Any severance at all?

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105.985 - 107.887

A small amount. Yes.

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108.107 - 112.052 Ken Coleman

Which would give us what that's going to cover. Is that any portion of his income?

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112.853 - 114.114

They said it's three months.

Chapter 4: Should I pause investing to focus on paying down my house?

114.534 - 122.723

He did a lot of overtime. So it doesn't, they say three months, but it's not really what he would make in three months because he worked a lot of overtime. Okay.

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123.044 - 125.166 George Campbell

And are you working outside the home?

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125.907 - 126.828

Yes. I am a teacher.

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127.208 - 129.651 George Campbell

Okay. And so what is the current household income?

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130.829 - 133.334

I make about $50,000.

133.354 - 134.295 George Campbell

All right.

Chapter 5: What does it mean to do the baby steps backwards?

134.316 - 135.698 George Campbell

Is that enough to get you guys by?

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135.738 - 162.482

Well, that's my question. We will not be able to pay all of it just on my income with our house payment and all the bills. I've already paused all of our retirement withdrawals and all that. So we have... We have that small settlement, and then we also have our emergency fund. But we are in the middle of a remodel project on our house.

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163.163 - 167.088

Our son is going to college in about two weeks, and our daughter is getting married in October.

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167.329 - 169.532 George Campbell

Oh, my. This is the perfect storm, isn't it, Chris?

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Chapter 6: How can we manage unexpected financial challenges?

169.752 - 170.693 George Campbell

It is. It really is.

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171.594 - 193.383

Yeah. So I'm just trying to figure out what's going to be the best for us to do. The remodel is about 75% done, but we are planning on cash flowing the rest of it, as well as what we have left on the wedding. Okay. My son has done awesome and he's got scholarships and he is prepared to hopefully pay what he will need at least for this year.

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193.443 - 214.659

So my question is, do we use the emergency fund that we have and what we're getting from the company and do we pay off the house? Because we could, it would be really tight, but I think we can pay off the house and then my income would be able to meet our bills. What's left on the mortgage?

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Chapter 7: What are the pros and cons of buying property in Italy?

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215.24 - 216.161 George Campbell

What's left on the mortgage?

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216.761 - 217.762

About $56,000. Okay.

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218.843 - 224.149 George Campbell

And how much money do you think you guys would have a pile of cash once all is said and done?

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224.189 - 233.999

It honestly depends on we haven't received the money from the company, so it depends on how much comes out in taxes. It's going to be very close to that $56,000.

234.079 - 247.64 George Campbell

I would pause. This feels like when you're going through a storm like this, I don't like making a giant financial decision. And because we don't know when he's going to have stable income, let's wait until he does and then look at the pile of money we have.

Chapter 8: How can I balance paying off debt while planning for future investments?

247.761 - 252.871 George Campbell

And so if he has his income back, he's rocking and rolling. And now we have this pile of cash we can throw at the house.

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253.211 - 264.81 Ken Coleman

Well, I have a quick question, Chris, and I may have misunderstood. If the $56,000, you said, would that include your emergency fund money? Yes. No, we don't want to use that.

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265.591 - 267.294 George Campbell

No, no, no, no, no, no. Because you have no house payment.

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267.314 - 271.481 Ken Coleman

Now the HVAC is out, and now we're extra screwed. You see where we're going here?

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271.882 - 272.623

Okay, yeah.

272.643 - 278.553 Ken Coleman

That emergency fund is for an emergency. Now, let's be clear. Him losing his job feels like an emergency.

279.455 - 279.535

Yes.

279.515 - 299.197 Ken Coleman

I know. I know. And I do not want in any way to minimize that, okay? Because the research shows, the psychology research shows, George, that losing a job has the same traumatic impact as losing a loved one, okay? So I feel bad for your husband, too, especially the way you answered that question. We're not even quite sure what's going on.

299.257 - 318.449 Ken Coleman

I didn't want to dig into that because, frankly, it doesn't matter. But That emergency fund must stay in place for emergencies. He's got a little bit of breathing room. Does he have three months of breathing room? You said maybe not. But he's got a couple of months. He's also a paramedic, an experienced paramedic. My guess is he's got some options. True or false?

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