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The Ramsey Show

Stop Stepping Over Dollars To Pick Up Nickels

06 Dec 2023

Transcription

Transcript generated automatically by AI and may contain errors.

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

30.187 - 48.229 George Campbell

Live from the headquarters of Ramsey Solutions, it's The Ramsey Show, where we help people build wealth, do work that they love, and create amazing relationships. I'm Ramsey personality, George Campbell, joined by the one and only Dr. John Deloney. And this is your show, America. We want to help you take the right next step.

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48.209 - 61.071 George Campbell

In your life, in your money, in your relationships, in your mental health, we are here for you. Give us a call at 888-825-5225. Fran joins us in New York City to kick us off. Fran, welcome to the show.

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62.182 - 89.826

Hi, thank you. When my husband and I got married, we combined everything and I took care of pretty much everything financial, paying the bills, ordering things, whatever. And the only thing that he did was he was in charge of the investments. And that worked really well for 50 years. And then he passed away.

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89.941 - 107.141

I'm smart enough to know the things I don't know, and I don't know anything about investing, and I need help. How do I find someone who can help me without ripping me off?

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108.743 - 112.387 George Campbell

That's a great question, and I'm so sorry for your loss. How recently did he pass?

113.768 - 115.29

About eight months ago. Oh.

116.553 - 124.325 Dr. John Deloney

Can I just say, as our new friend, Fran, the heaviness of this season, I know it's extra, extra heavy, and I'm sorry.

126.088 - 126.508

Thank you.

127.87 - 130.114 George Campbell

I hate it for you. So you guys were married 50 years?

Chapter 2: How can I find help with investments after a loved one passes?

437.639 - 462.975 Dr. John Deloney

When you sit down with a smart investor pro, they are a teacher first. You won't leave that room not knowing exactly what you're doing and why you're doing it and how it all works. And that is different than just, oh, you just trust me. We'll put it in here and we'll take care of it for you. Oh, it didn't work. It's different. It is, I am going to co-pilot this thing with you.

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463.455 - 484.782 Dr. John Deloney

I am an expert, but I am also a teacher. Here's what's funny about SmartVestor Pros. I have a 30-year friendship with my SmartVestor Pro. We were friends before he ever got into this business and before I ever started letting him keep my money. After I hired him, I said, he said, hey, I'm going to walk you through how this works. And I go, I honestly don't care. I trust you.

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485.143 - 501.462 Dr. John Deloney

Like, just make it work. And he said. That's not what I do. What I do is I will teach you. So either we don't work together. I was like, are you kidding me, dude? Like you're my friend for 30 years. He goes, either I teach you how this works or we don't work together. And I was like, all right, teach me how this works. And so that's their orientation.

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501.502 - 509.878 Dr. John Deloney

And I really appreciate that you're going to walk into that office, not knowing up from down. You're going to walk out an expert in your own situation, which I think is awesome.

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509.909 - 527.308 George Campbell

That's a great reminder. You call the shots here. They don't choose it for you. They recommend and then you get to decide. And it's all on you. So if someone's making, they're saying, hey, just trust me, I'm going to do it. No, you got to figure out exactly what they're doing, why, and you call the shot. Thank you so much for the call, Fran. So sorry for your loss.

527.328 - 554.923 George Campbell

We'll connect you with that blog article. This is The Ramsey Show. I'm George Campbell, joined by Dr. John Deloney. If you want to talk about your life, your money, your relationships, your emotional well-being, your mental health, we are here for you this hour. The number to call is 888-825-5225. Rachel is up next in Ohio. Rachel, welcome to the show.

557.226 - 558.127

Hi. Thank you for having me.

558.628 - 559.93 George Campbell

Absolutely. How can we help today?

560.973 - 584.021

So I am currently a stay at home mom. I am looking to get back into the workforce. However, Right out of high school, I went right into the Air Force because I didn't know what I wanted to do. Wasn't able to get my GI Bill because I got injured. So I've been kind of going from job to job to job trying to figure out what I want to do. The job that I really liked doing was being a bank teller.

Chapter 3: What should I consider when managing inherited investments?

792.182 - 807.837

And so we're wanting to start doing small flips like that, but it honestly just kind of terrifies me. But basically what I'm asking is, I guess, what does my net worth need to be at in order to be safe in doing that? And also, it makes sense.

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808.177 - 813.662 George Campbell

So you want to get into house flipping because you could 5X your money very easily in this town.

0

814.992 - 837.792

Well, I mean, not necessarily because I want to 5X my money. I love real estate. I'm a realtor. That's what I do as a career. And it's just, you know, something that I grew up watching my parents do. And I'm not a fan at all of the current TikTok trend of finance, refinance, buy it over and over and over. So do you have the money to do these flips in cash? I'll be cash debt free. Okay.

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838.032 - 841.215

How much do you have right now? As far as my portfolio goes.

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842.356 - 843.497 George Campbell

So how much do you have in cash?

845.148 - 847.503

In liquid cash, about 300 grand.

848.066 - 851.749 George Campbell

Awesome. Way to go. What are you making from being a realtor every year?

852.877 - 856.061

This year I did about $450,000 in commissions.

856.081 - 862.067 George Campbell

Oh, my goodness. You're crushing it, dude. And this is in Jackson? You're talking this is small-town real estate?

Chapter 4: How do I ensure I’m making wise investment decisions going forward?

1016.553 - 1038.387 George Campbell

So do not recommend that at all. All right, John, we got a lot going on in the RamseySolutions.com store right now. And one of those things is the $12 sale where you can get best-selling books, Total Money Makeover, Baby Steps Millionaires, your book, Own Your Past, Change Your Future, just $12. And many of John's Questions for Humans conversations cards are as low as $10 right now.

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1038.367 - 1057.169 George Campbell

And the Christmas edition is back. These sold out early last year. So don't be angry. I told you, you're going to miss out. So go check it all out, ramsaysolutions.com slash store. While you're there, you're going to see a whole bunch of new stuff as well that's really exciting. Rachel Cruz launched her first ever illustrated kids book called I'm Glad for What I Have.

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1057.529 - 1076.843 George Campbell

Our friend Jade Warshaw just dropped her new book. It's a quick read called Money's Not a Math Problem. We're so excited about that launch. And, of course, I'd be remiss to not mention that I've got a book on pre-sale. My very first book called Breaking Free from Broke is on pre-order right now in the Ramsey Solutions store. You can get all of that at ramseysolutions.com.

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1077.724 - 1088.094 George Campbell

I've been loving – someone sent me a message, John. They said, I bought 10 Total Money Makeover audiobooks because they're on sale, and I'm going to gift it to people in the Ramsey Baby Steps community to help them on the journey.

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1088.134 - 1088.654 Dr. John Deloney

That's cool.

1088.795 - 1111.994 George Campbell

I was like, that's the kind of generosity we need around here. I like it. It's fantastic. So get the gift for everyone in your life. And if you've lived these principles out, go pay it forward. RamseySolutions.com slash store is the place to go. We'll be right back. Welcome back to The Ramsey Show. I'm George Camel, joined by Dr. John Deloney.

1112.675 - 1131.848 George Campbell

We want to help you, America, take the right next step with your money and your life. So if you've got a question, give us a call at 888-825-5225. And John, we found that most money questions usually intersect with some level of relationships and mental health issues. And it just gets messy and intertwined real quick.

1131.868 - 1149.103 George Campbell

And so as we dig in, I love that you're here to help people really unpack the other pieces, not just the numbers on paper, but how do I deal with that in-law that's pressuring me to go on the trip? And how do I deal with the brother that's estranged but now wants the money because he feels like he deserves? All of that gets intertwined.

1149.083 - 1169.57 Dr. John Deloney

Yeah. There's always a relational aspect or an emotional health aspect. Money's scary. And especially nowadays when it's so expensive just to exist, right? It's just expensive to exist. And you either have people denying that and it's like, just don't eat avocado toast, which is nonsense. And the other side of it is just elect the right person and all this goes away.

Chapter 5: How can I stay within my budget while paying off debt?

3357.824 - 3375.679 George Campbell

We'd be happy to attempt to give you the right next step in your money life, your relational life, your emotional life. We are here for you. Shekinah joins us up next in Portland, Oregon. Shekinah, welcome to the show. Hi. Hey, how you doing?

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3376.82 - 3377.481

Good, how are you?

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3377.596 - 3379.259 George Campbell

We're doing well. How can we help today?

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3381.403 - 3393.427

So I just was wondering if you guys could help me and my husband. We're just trying to figure out how to stay in our budget and also save money, but also pay off debt at the same time.

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3394.248 - 3395.25 George Campbell

Anything else you want to do?

3396.597 - 3422.503 George Campbell

no that's it just pay off debt save live spend go on vacation okay and get a pony and get a pony it's a common problem yes okay so tell us about your your financial state is this the first time you guys have gotten on the same page with money your first time budgeting how new are you to all this um i started budgeting um probably like two months after we got married um

3422.652 - 3428.199

I got one of those like budget planners where you have like the separated money.

3428.46 - 3429.922 George Campbell

Oh, you went like super nerd on this.

3431.023 - 3431.343

Yeah.

Chapter 6: What should I do if I'm underwater on my car loan?

3443.239 - 3446.643

Yes. He's a pretty awesome guy. I love him a lot.

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3447.044 - 3450.128 Dr. John Deloney

So is the problem as the great Taylor Swift asks you,

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3451.66 - 3454.724

I honestly don't know.

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3454.744 - 3456.746 Dr. John Deloney

Well, if it's not him, there's only one other person.

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3458.028 - 3461.732

Yeah. Well, yeah, I don't know.

3462.112 - 3473.406 George Campbell

So what do you think is the problem right now? You said, how do I stay within my budget? Tells me you're not staying within the budget. You're overspending. You're not living on less than you make. Yes. What do you attribute that to? Do you have too many bills?

Chapter 7: How can I effectively manage my debt and savings?

3473.446 - 3477.01 George Campbell

Is it all the debt payments? What would help you get out of this cycle?

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3477.833 - 3490.147

I think it might be the debt payments, and also I'm thinking maybe either our budget is too high or... Well, the budget is not aspirational.

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3490.207 - 3493.271 George Campbell

The budget is just reality. So what does your take-home pay every month?

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3494.893 - 3502.482

So my husband brings home $4,720 before tax, but after tax it's about $3,500 to $3,700 a month.

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3502.922 - 3505.225 George Campbell

Okay. And are you working outside the home?

3506.386 - 3508.508

No, I'm a stay-at-home mom.

3508.528 - 3509.069 George Campbell

How many kids?

3511.151 - 3514.595

We have one, and then we have another one due in March. Woo!

3515.015 - 3517.498 George Campbell

Partay. Well, now's the time to get your money right.

Chapter 8: What steps should I take to prepare for buying a house?

3536.491 - 3542.658

but he works in Rainier, Oregon, and so the Oregon taxes, he has to pay those.

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3543.398 - 3546.201 George Campbell

Ouchy. So how much debt do you guys have total?

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3548.123 - 3564.848

All together, it's about $13,620. And what kind of debt is that? It's car loan, and then we just went $2,000 in debt because we were offered a house last minute. And we needed something bigger because what we were staying in was getting pretty tight.

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3565.83 - 3570.376 George Campbell

Hold on. You had to? I'm confused here. What was the second debt?

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3572.138 - 3578.987

It's $2,000, and it was towards the deposit, first and last month's deposit for our new house that we just moved into.

3579.027 - 3579.928 George Campbell

You're renting this house?

3581.129 - 3581.41

Yes.

3581.63 - 3582.211 George Campbell

What's the rent?

3583.693 - 3584.374

$1,200. Okay.

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