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The Ramsey Show

You Choose: $1200 Car Payment OR 3 Million Dollars? (Hour 2)

10 Mar 2023

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is the main topic discussed in this episode?

30.372 - 55.89 George Campbell

Live from the headquarters of Ramsey Solutions, broadcasting from the Pods Moving and Storage Studio, it's The Ramsey Show, where we help people build wealth, do work they love, and create amazing relationships. I'm George Camel, Ramsey personality, joined this hour by Rachel Cruz. And we are taking your calls at 888-825-5225. That's 888-825-5225.

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55.87 - 61.478 George Campbell

Josh joins us up next in Johnson City, Tennessee. Josh, welcome to The Ramsey Show. How you doing?

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62.76 - 66.686 Josh (Caller)

Doing good. Hey, thanks you guys for helping everybody out today. I appreciate it.

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66.706 - 68.308 George Campbell

Absolutely. What's going on with you?

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Chapter 2: How can I afford a house in today's market?

69.63 - 80.582 Josh (Caller)

So I'll try to keep it brief. I feel like you guys have probably answered this close to 100 times in the past couple months. My wife and I are first-time homebuyers. We're not quite in the market yet.

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81.023 - 105.408 Josh (Caller)

Um, with our income and our situation, you know, we've done the baby steps where two, three B we're saving money every month and putting them into actually some mutual funds to try and get some interest on that stuff. Um, but in this market, it just, it feels almost impossible. I mean, there's houses in my area for, three-bedroom, two-bathroom, 1,700 square feet for $325,000.

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105.428 - 122.648 Josh (Caller)

And as a family of four with two jobs and a business, it's just not feasible. So what kind of advice do you have for individuals and couples and families in these kinds of situations?

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122.669 - 123.93 George Campbell

So how much money do you have saved?

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125.652 - 133.146 Josh (Caller)

So we've got, you know, towards the house, right now we only have $3,000. But we're putting $500 a month in some mutual funds.

134.669 - 146.807 Rachel Cruz

Okay, Josh, I hesitate where you're putting your money. I understand you want it to grow, but it's so volatile. And last year, I mean, it's doing better now, the market. But, I mean, if you had that money in it last year, you would have lost a lot of that.

Chapter 3: What should I consider for retirement savings without penalties?

147.528 - 168.493 Rachel Cruz

And so we usually say with investing, it takes about five years kind of for the ride, the up and down to – actually sees some level of growth where it feels like steady and consistent. And right now, money markets and high yield savings accounts, I mean, the percentages- You can get 4% on these high yield savings right now.

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168.613 - 171.176 George Campbell

Yeah, so- That's guaranteed versus the market.

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171.376 - 187.398 Rachel Cruz

Yeah, so again, if you guys are gonna be buying a home in the next two, three, four years, I honestly would hesitate putting them in mutual funds. I understand what you're saying. um, to get some kind of growth, but, uh, it's still a little too volatile and too short of a timeline to do that.

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188.982 - 201.707 Josh (Caller)

Even, even, even if it was in one of those high yield savings, you know, within five years, that's, you know, I mean, we'll be talking 35, $40,000 and that's, that's 10% on something I'd still be house broke, you know?

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202.413 - 216.386 George Campbell

Well, the interest is not going to be the winning factor here. It's your savings rate. And so the real question is, why can't we save more than $500 towards the down payment every month if we have no payments in the world? Yeah. So that's what I would focus on.

216.586 - 218.047 Rachel Cruz

How much are you guys bringing home a month?

219.749 - 220.29 Josh (Caller)

Bringing home?

Chapter 4: How can I negotiate with debt collectors effectively?

222.612 - 227.897 Josh (Caller)

Typically about $5,000, close to, maybe a little under.

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228.897 - 231.66 George Campbell

And you said that's between two jobs and a business?

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232.552 - 239.08 Josh (Caller)

Yeah, my business just started kicking off last year. I'm hoping to gain some this year, but it's not looking like that as of right now.

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239.4 - 242.584 George Campbell

Okay, and are you doing the two jobs, or is your wife working outside the home?

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243.805 - 248.11 Josh (Caller)

I'm doing, my wife and I both have full-time jobs, and I have a side business as of right now.

248.511 - 255.779 George Campbell

Okay, so the other part of this equation is, can we get one of those incomes up, or both incomes up, by switching jobs?

258.582 - 259.183 Josh (Caller)

Gotcha.

260.024 - 274.203 Rachel Cruz

Yeah, and I hear you, Josh. I know it's defeating, and we see the numbers. We're in Nashville, so we know, but here's what's so hard, and I feel like we have this conversation a lot with people in California because everyone's like, I'm in California, and so what do I do?

274.783 - 287.342 Rachel Cruz

But math is math, and that's what's difficult when we sit in our seats, that we know that there's a person on the other side, right, Josh, like you and your family, and it's like, yeah, you guys want to be homeowners. You want to be able to go and and own a home, which we want you to do that too.

Chapter 5: What steps should I take in Baby Step 2 for buying a car?

292.635 - 314.599 Rachel Cruz

And so what sucks right now is that, yeah, what you could have done four years ago with buying a house, it looks different today, but the math doesn't change. And so we don't, We don't adjust our formula and the way we go about buying, the wise way of buying a home. That really doesn't shift depending on how the market is doing.

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314.639 - 334.306 Rachel Cruz

It's there and consistent regardless because, again, we go back to that math. We don't want you to put nothing down, get a terrible mortgage, you know, and it being half of your income. I mean, all of that would create more stress. That dream of owning a home ends up becoming a burden. And so, again, I know it's frustrating and it's going to take time.

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334.366 - 356.674 Rachel Cruz

And you guys, again, whether it's your incomes go up or your business takes off or even the market adjusts a little bit, you know, I mean, all of this can be part of the equation. But you do want to stay on that path of looking to save up. Again, we always say 10% at the minimum for a down payment to be there. And you may not get as much house as you would have years ago.

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356.834 - 373.579 Rachel Cruz

And again, that's so frustrating. I know it's so frustrating. But that's where we are right now. But we just don't want all the listeners, including you, Josh, to go and do something to wreck your financial situation just to have a house, if that makes sense.

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374.217 - 381.367 Josh (Caller)

Yeah, no, totally. I definitely agree with that. I mean, that's why I was just reaching out to those who might know a little bit more than me.

381.387 - 391.58 Rachel Cruz

Yeah, and so what you were saying in, like, so give us some of the things that you guys are finding. When you look at, you know, if you're looking up on Zillow or whatever, maybe, what are the houses going for, did you say, around your area?

393.543 - 402.435 Josh (Caller)

Something that would feasibly accommodate what we need and what we, not even what we want, really what we need is 320,000 to 370,000.

402.533 - 413.845 Rachel Cruz

Okay. Yep. Yeah. And we just did an article about the housing market. I think the median house price was 366. So that in America today. Yeah.

413.985 - 428.98 George Campbell

So what this means is it's more patience and more income because we can't control the market. So if I'm in your shoes, I'm taking the money out of those mutual funds. I'm going to put them into a high yield savings account. Be aware of the tax implications based on the gains as you do that.

Chapter 6: What are the risks of investing in mutual funds for short-term goals?

451.686 - 459.118 George Campbell

Think about how that changes the numbers. $2,000 over the course of a year, that's 25 grand a year. Three years from now, that's 75 grand we have for a down payment.

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459.233 - 479.881 Rachel Cruz

Yeah, because being able to do that, if you're $1,000 a month saving towards a house payment, I mean, within two, two and a half years, you guys would have a down payment to be able to go forward with buying a house. So again, it's the patience part as well. So it's finding that extra income where you can and again, making it an aggressive goal.

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479.941 - 499.739 Rachel Cruz

So even lifestyle wise saying, okay, are there things we can cut here or there? I mean, even 50, 100 bucks, per month, you know, helps that timeline decrease if that's really a goal you guys want to do here in the next three years. So it is possible, but it's, I mean, it's patience, but also, and let me say this, Josh, time does fly. Let me say that.

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499.759 - 520.837 Rachel Cruz

I know three years is like, that sounds so exhausting. But three years ago, it was 2020. It was March of 2020 was three years ago. And granted, that was the weirdest three years of any of our lives. But that's what I'm saying. Time goes quickly. So even though it seems long and daunting, stick with it. And you're going to be so glad that you did.

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521.197 - 536.415 George Campbell

Absolutely. Thanks for the call, man. This is The Ramsey Show. I'm George Campbell, joined by Rachel Cruz this hour. This is The Ramsey Show. You can give us a call at 888-825-5225.

Chapter 7: How can I increase my savings rate for a house down payment?

537.8 - 553.976 George Campbell

You jump in, we'll talk about your life and your money. Well, Rachel, I like to get riled up by videos on social media. And one, I stumbled upon one that really got my blood boiling. And I wanted to get your take on it. You have not seen this. I feel like a magician being like, you have never seen this.

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554.116 - 555.458 Rachel Cruz

I love the live reactions.

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555.818 - 562.326 George Campbell

And so I want to play it and spark a little conversation about it. So let's roll that beautiful bean footage.

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563.791 - 584.137 George Kamel

Why is your car payment $1,300? Because first of all, this vehicle was $62,000. I did it for 60 months instead of 72, and I went zero down. I just didn't want to put any money down because it doesn't make any sense to me. How much money do you save if you put more money down? So basically, every $1,000 that you put down is about $20.

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584.497 - 592.127 George Kamel

So it would take $5,000 for me to lower my monthly payment by $100. So in $1,300 versus $1,200, the same thing.

592.107 - 598.713 Rachel Cruz

You know, it'd take you, what is that, 60 months to get your money back or 50 months? Oh, yeah, to get five grand back.

598.974 - 601.616 George Kamel

It'd take way too long.

601.636 - 631.347 George Campbell

Wow. Rachel, some people's cornbread just ain't done in the middle, you know? They just didn't fully bake in the oven. So this is, let me recap what this guy just said. He bought a vehicle that was $62,000 MSRP. with zero down, $1,300 a month for 60 months, which if you're doing the math at home is $78,000 for a vehicle that was worth $62,000.

631.487 - 634.931 Rachel Cruz

Before he drove it off the lot and that it's, yeah, depreciated already.

Chapter 8: What financial strategies can I use to avoid debt in retirement?

663.327 - 668.554 George Campbell

And the taxes and the egg prices are out of control, Rachel. I'm going full King of the Hill at this point.

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668.534 - 690.635 Rachel Cruz

Oh, I love it, George. Well, for me, car loans, car payments, it's my worst type of debt. If we had to rate debt, for me, it's the most annoying. Student loans, you get a degree, it's stupid. That's probably second. I mean, credit cards, people are like, we'll pay it off, whatever. So if we rate the debt... Car loans for me. It's the dumbest debt that you can be in.

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690.655 - 692.098 George Campbell

And it's the one we justify the most.

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692.519 - 707.586 Rachel Cruz

But mathematically speaking, when you just look at your finances, it's the dumbest thing that you can do with your money. It really is. Because you're borrowing money, paying interest on something that's going down in value. It's not an asset. And it's for what?

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708.325 - 708.926 George Campbell

To look good?

708.946 - 723.074 Rachel Cruz

To say that, I mean, I'm being serious. Like, I'm like, this is unbelievable. Like, it's one thing when we talk to people and they're in credit card debt because they're behind on their bills and they're trying to live, you know what I mean? Like, and you're kind of talking through this needs versus wants. And, you know, we get those calls, you know, all the time.

723.114 - 733.889 Rachel Cruz

But I'm like, but a car payment, it's literally too... for $62,000 to look a certain way and feel a certain way. It's an ego thing. The book, The Psychology of Money. Have you read it?

734.189 - 735.511 George Campbell

Oh, no. Delaney told me to read it.

735.531 - 760.686 Rachel Cruz

It's so good. I've heard great things. But I love what he said in there. He said, really, the reason people don't save, it's your ego. And so if this guy's ego was out of the way and drove a great Honda Civic and didn't have that car payment, he would be able to save That, what, $1,300 a month? But instead... And invest it, but it's going into a... Not an asset.

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