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The Ramsey Show

The Real Reason Some Couples Don’t Share Bank Accounts (Hour 1)

16 Jun 2023

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What advice is given about dealing with family student loan issues?

29.866 - 45.445 Dr. John Deloney

Live from the headquarters of Ramsey Solutions, broadcasting from the pods moving in storage studio, it's the Ramsey Show, where America hangs out to have a conversation about your life, your relationships, your mental health, your money, everything.

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45.425 - 66.436 Dr. John Deloney

I'm John Deloney, joined by my good friend, best-selling author, Rachel Cruz, and we're taking your calls on money and life, whatever you got going on, 888-825-5225. That's 888-825-5225. Let's go out to Kelly in, I was going to say Louisville, but the Louisville people came after me.

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66.656 - 68.539 Rachel Cruz

Wow, that would have been a gem.

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68.559 - 73.947 Dr. John Deloney

Yeah, so Kelly in Louisville, Kentucky. What is up, Kelly? How we doing?

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75.074 - 83.727

Hi. So we've got some mother-in-law drama, and we were hoping to get some good advice on what we should do. Bring it on. You got the man of the hour.

83.767 - 84.568 Dr. John Deloney

What's up?

85.049 - 85.409

Okay.

85.429 - 86.11 Dr. John Deloney

What have you done?

86.731 - 116.104

So when my husband was in college, his mom took out Parent PLUS loans. And just for simplicity's sake, I'll make the numbers even and easy to follow. She took about $25,000 in Parent PLUS loans. Come to find out, about $20,000 of that was refunded. So, for example, if the student account was like $1,500, she would take like a $5,000 loan and get a $3,500 refund.

Chapter 2: Why do many couples choose not to share bank accounts?

276.238 - 297.743 Dr. John Deloney

So long story short... She took out a $5,000 loan to pay a parent plus loan to pay for his school. And they shook hands and said, I'll pay you back. And then she took out a $20,000 loan using his school loans and spent it on God knows what. And now she wants you guys to pay the full 25 back.

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298.921 - 317.352

So she took out, so pretty much how it worked to my understanding is every time there was a bill due at the college, it would say like your account balance is $1,500. And again, I'm just using simple numbers just to keep it easy. Let's say the student bill said you owe $1,500 on your account.

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317.332 - 325.71

Well, she would take out a loan for, you know, $5,000 and pay the bill, but then the remainder of it would get refunded back to her account.

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326.131 - 328.916 Dr. John Deloney

That's what I mean. So she took out a $20,000 loan.

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328.936 - 332.083 Rachel Cruz

But what went to education was $5,000.

332.924 - 361.21 Dr. John Deloney

well yeah that's what i would pretty much and here's how you have to look at this she has by her lack of integrity and i don't want to talk bad about anybody's mom or mother-in-law but this is we're just calling a spade a spade she has chosen to be a person who lacks integrity which means she has severed the relationship and she's turned this into a business transaction that she's trying to duct tape some weird morality to you said you said you said

362.084 - 384.572 Dr. John Deloney

And your husband, her son did say. And so the ethical thing would have been to do to take out a loan, what they said they were going to do, take out a loan to cover his educational expenses, which would have averaged out to, I mean, would have come to a total of $5,000. And the rest of the money that got refunded, you can send that money back. It's simple.

385.213 - 406.076 Dr. John Deloney

It's a very simple process to put it back, give it back to the school and say, we don't want this. And so she didn't do that. She had a slush fund of $20,000. And now the Piper's got to be paid. And so if this isn't my, I always like to answer these, what I would do in this moment. I would sell what I have to sell. I'd go down to one car.

406.137 - 413.421 Dr. John Deloney

I would do whatever I could to get $5,000 and write that check and call it good. And I may even attach the school bill to it.

Chapter 3: What are the risks of going into debt for a house?

542.457 - 550.195 Dr. John Deloney

888-825-5225. I'm John Deloney, joined by my good friend Rachel Cruz. Life well? Life good?

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550.416 - 553.483 Rachel Cruz

Yeah, it is. Going out with the sister-in-laws this weekend.

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553.75 - 554.612 Dr. John Deloney

It's a brave move.

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554.632 - 561.784 Rachel Cruz

Yeah. No, I like them. That's true. I was actually friends with my sister-in-law before we went, and I dated. Oh, that's true. So she's coming to town. Yeah. We're hanging out for the weekend.

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562.125 - 562.686 Rachel Cruze

That's very cool.

562.706 - 585.58 Rachel Cruz

Yep, yep, yep. Okay, John, one of the things, I would say things, pushbacks that I always get, specifically on social media, I'll kind of like make it that umbrella thing, Of anything we teach, any money content that I put out there, the number one pushback that I always get is when I tell couples to share bank accounts.

586.015 - 605.942 Rachel Cruz

So when I talk about combining your money, being one, all this, I mean, people come out of the woodwork mad at me. And then I saw an Instagram reel of a pretty well-known person. We're not gonna give him a shout out, but he was saying, no, you should have separate accounts. And then he got all this backlash probably from Ramsey people. I was like, no, it's the worst advice. You need one account.

606.263 - 614.554 Rachel Cruz

So there's all this conflicting advice out there, perspectives, all of it. But I mean, I stand pretty strong on this.

614.534 - 631.562 Dr. John Deloney

I remember us, I think we were out at Days, we were having a conversation, and I remember thinking, so you'll share a bed... you will share genetics and make humans, make kids. You'll share legal transactions like buying a house and buying cars.

Chapter 4: How can couples effectively save for retirement?

735.157 - 752.043 Rachel Cruz

That avoidance, I'm like, yeah, yeah, on the surface, sure. But then you're sweeping under the real issues of why you don't want to share your account. And then do you think that habit of, oh, we don't talk about it, we're going to avoid it, that that seeps into other areas of marriage, not just money? Does it become an idea?

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752.063 - 771.085 Dr. John Deloney

I think it reveals. I am hanging on to either a tiny little corner of this person I used to be. I've got a fantasy that I'm just going to be me, but we're just going to be married now. I think it is not going all in. And I think that's just one of those things that reveals it.

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771.305 - 782.355 Dr. John Deloney

Because if somebody says, I refuse to share a bed with the person I just married, people would be like, you're weird, right? I mean, it just doesn't make any sense. Right. Unless they snore a lot and then God bless you, go to another room.

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782.495 - 783.877 Rachel Cruz

Get a CPAP machine.

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783.997 - 784.097

Yeah.

784.077 - 807.688 Dr. John Deloney

yeah but but like there's these other things i'm not ever putting my spouse on my car that's just weird right or my house no that's right but this is the one that we're all like yeah you go right so i get it but here's the deal it's pseudo autonomy it's not real yeah because if you get divorced that the judge is going to split it up right and it's just not real yes unless again the

808.968 - 811.012 Rachel Cruz

There's abuse or addiction.

811.332 - 813.496 Dr. John Deloney

You know what I mean? You're trying to protect yourself.

813.596 - 813.857 Rachel Cruz

Yes.

Chapter 5: What strategies can help couples communicate better about finances?

935.387 - 935.888 Rachel Cruze

Yep.

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935.868 - 952.742 Dr. John Deloney

And so instead of heading into those murky waters, we just hedge our bets. And I asked people to read my mind. I asked my wife to just imagine what I want for dinner instead of saying, hey, I can't do another pasta dish because I've got gas. So like we need to do something else, right? And so I just don't say anything.

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953.003 - 976.56 Dr. John Deloney

And then I get home and my wife has been working her butt off all day for this amazing pasta dish. And my first thought is, ugh, right? I've just created conflict because I didn't express my needs out loud because I was scared of- Rejection. Rejection of the other side of this thing. So I just hedge it. And so everyone has to know this. Conflict delayed is conflict amplified.

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977.842 - 1000.671 Dr. John Deloney

Anytime I choose to squash what I feel, squash what I need, squash what is true, it will show up and it will have been lit on fire. And so you can deal with it in the moment, in the present, or you can avoid it and it will show up in the weirdest places. And by the way, if you pay the light bill and I pay the water bill and you pay the rent, but I pay the car insurance bill,

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1001.63 - 1014.265 Dr. John Deloney

Just wait till somebody takes too long of a shower. And it's like, hey, I pay that bill. And now you've created division in your house. Being married is hard enough. Right, right. Don't create extra barriers towards connection, right?

1014.285 - 1016.652 Rachel Cruz

Yes. And on the financial side, I'm like,

1016.632 - 1042.302 Rachel Cruz

to win long-term and to truly have this level of peace that we talk a lot about on the show and to say okay yeah we have goals for our marriage and for our life we want this and that and that running on two separate tracks it's really hard to get there to go in the same it's much easier to be like we're going to jump on the same road and go down the same path together think about what we don't do think about like a business you have a marketing department you have a sales department and you have the building maintenance department

1044.087 - 1064.728 Dr. John Deloney

Two of these apartments don't look at the other one and say, hey, you got the phone bill. We'll get to this bill. We'll get to this bill. There is a common pot that pays the bills, right? Everybody puts into this thing. We do it in our business, but we just think we're magic and the rules don't apply at home. They just do. I want couples who decide, hey, we're going all in. Go all in. Go all in.

1064.708 - 1076.068 Dr. John Deloney

And if you get burned, somebody hurts you, somebody cheats on you, whatever, and it doesn't work, know that you went all in, not that you hedged and didn't study for the exam and you got a D on it and you're like, well, I didn't study...

Chapter 6: How should couples handle financial disagreements?

1182.536 - 1187.082 Rachel Cruz

Just so we can hear you. I'm sorry. No, you're great. You're great. I just want to make sure we can hear you. Yes, that's better. Thank you.

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1187.242 - 1206.405

Yes. Yes. And so we were looking at a house that was priced about $200,000 lower than another house that was priced. My husband makes about $580,000 a year, and we didn't know what to do. We feel bad going into debt at all.

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1207.046 - 1225.8

So we were contemplating staying put and just saving up cash, and we'll buy a house cash that'll take us probably about a year to two years to get the house that we were planning on getting, or we can get the less expensive house. And if we financed anything at all, it would probably be somewhere between 75 to 90,000, if even.

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1225.82 - 1243.637

And we think we might even be able to pay it off before we close, but not 100% sure. If we get the more expensive house, it would probably take us about two and a half to three years to pay it off. And we've worked really hard to become debt-free. And we are just trying to do the right thing and just kind of change our family tree in so many ways.

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1243.817 - 1257.4

And we are just totally at a crossroads because the right thing feels like Either we stay put and just suck it up with my family and just hope that we don't run into them. My son doesn't keep asking. We just don't know what to do.

1258.642 - 1264.209 Dr. John Deloney

I just need to tell you how proud of you I am because what you're doing is very, very hard.

1265.531 - 1267.093

Yes, it is.

1267.753 - 1271.138 Dr. John Deloney

Like emotionally and relationally, that's just tough, man. How old are your kids?

1272.7 - 1274.502

We have one son. He's about to be two.

Chapter 7: What are the benefits of sharing financial responsibilities in a marriage?

1397.17 - 1417.782 Dr. John Deloney

We work too hard to get here. The second core value is I rarely ever, outside of significant abuse, I reject the either or thinking because when I box myself into an either or moment, I make a bad emotional decision. And so here's a third option.

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1418.263 - 1436.651 Dr. John Deloney

So your options are in your mind are we stay here and I can't breathe because I never know if that knock is coming on the door or if dad's just going to barge in or if my two-year-old's going to be playing outside in the yard and whatever. Or we got to go buy a house and we have to go through, we weren't going to move just yet, but we got to do this, we got to do this.

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1437.793 - 1459.02 Dr. John Deloney

A third option may be we sell our house ASAP and we might do it with no sign in the yard. So we might even take a little bit less and get it sold. Tell the realtor, hey, we don't want to market this thing, but we want it just gone. And there in Austin, you'll get a good return on it. And we're going to rent for a year. Or two years. And we're going to give ourselves a chance to breathe.

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1459.04 - 1474.336 Dr. John Deloney

Because what I want you guys to do is to go towards something, not just sprint away from something. Because you're going to end up buying a house that you can't afford. You're going to end up buying too small of a house. And within 18 months, your husband makes half a million dollars a year. You're going to be so mad that you didn't buy the house that you actually wanted. Yeah.

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1474.356 - 1480.764 Dr. John Deloney

And you just find yourself in this little limbo. So go rent a house. Y'all make so much money. You can rent a nice house.

1480.844 - 1501.105 Rachel Cruz

How much can you sell your house for, Lynn? today do you think you can sell it for about 450 about 450 okay Yeah, that's what I was going to say is my caution around making such a big move, meaning selling something and buying a home, which is your two largest transactions that most people make in their lifetime. We're not talking about a used car here, right?

1501.125 - 1519.212 Rachel Cruz

I mean, it's your home, it's your residence. And so to not let the high emotion and that urgency create a bad financial decision when there's another path, like John was saying, of just renting, right? And what that does, Lynn, is it... Is it lets you breathe from the safety of your home and that dysfunction that you were explaining to us?

1519.993 - 1535.014 Rachel Cruz

Because you have physical distance and that's going to give you peace as a mom with a two year old. Like I can only imagine just to be like, I just need to sleep at night just to know the distance that we're in. I think that's a really important factor in this. I mean, I really do. So I want that for you.

1535.094 - 1539.76 Rachel Cruz

But then on the financial side, I don't want you to rush into something that, again, it's your largest purchase.

Chapter 8: How can young adults prepare for financial independence?

1620.866 - 1627.194 Dr. John Deloney

Pay somebody to do every... Y'all just go say, we're going to Hawaii and we're back. Our crap better be moved to this house.

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1627.394 - 1627.554 Rachel Cruze

Yeah.

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1627.714 - 1645.175 Dr. John Deloney

I would do it like that. And I'd pay the money and have it done. You're in a season of blessing right now. I would do that. And I would... I love what you said, Rachel. This is like almost a nervous system move. We're going to create peace in our home. And then we're going to start making some of these challenging decisions moving forward.

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1645.195 - 1656.395 Rachel Cruz

Yeah, I'm sorry, Lynn, that you guys are going for it. But I echo what John said at the beginning. It's incredible. People that create boundaries, especially with family that's close, like that's so hard. It's so hard. So well done. I applaud you guys.

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1656.495 - 1669.984 Dr. John Deloney

And the story you will tell that you had to rent again, even with husband making a bajillion. It's just all part of the story that will be told with how you changed your family tree. It's amazing. This is The Ramsey Show. We'll be right back.

1676.967 - 1699.355 Dr. John Deloney

Hey, listen, paying off debt is smart and saving and investing is smart, but there's one key to winning with money that people overlook all the time, and that's protecting your finances from emergencies. Rachel, nobody likes to pay for insurance, but insurance saves the day. Always. There's 10 kinds of insurance coverage you might need based on what your life looks like today.

1699.856 - 1719.934 Dr. John Deloney

So we've built a tool called the coverage checkup to show you what types you need to add, drop, or adjust. We'll even rank your coverage list by importance and tell you, hey, you got to do this one right now. And we're going to email it to you and connect you with Ramsey trusted insurance providers so you can get your plan in place fast. And Rachel, here's what's important about these kind of ads.

1719.914 - 1742.192 Rachel Cruz

we all use this stuff too this is what we do in our homes right so this isn't us just shilling something out there that's right this is what keeps our families safe as well yes whether it's umbrella policies life insurance car insurance auto i mean all of it it's uh it's so important and like you said i i'm such a spender so when i see chunks of money just leaving and i don't

1742.358 - 1765.311 Rachel Cruz

see it whether it's even investing and i'm like i know 60 year old rachel will be very happy but right now i'm like well i want now i can like do some stuff with that or a lot of our insurance is quarterly i don't know how you and sheila have your setup and so like this month was one and it was like in our every dollar budget and i see the amount we pay and i'm like but then our roof something happened because there was a hailstorm and all this stuff we gotta

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