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The Ramsey Show

You Do Too Much Good To Be Broke (Hour 2)

20 Jul 2023

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: How can I prepare to transition to a single income household while paying off my mortgage?

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Live from the headquarters of Ramsey Solutions, broadcasting from the pods, moving and storage studios. It's the Ramsey Show, where we help people build wealth, do work. that they love, and create actual amazing relationships.

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44.583 - 65.13 Dave Ramsey

Rachel Cruz, Ramsey personality, number one best-selling author many times over, and co-host of the Smart Money Happy Hour broadcast podcast here on the Ramsey Network, along with George Campbell. She's my co-host today, my daughter as well. Open phones at 888-825-5225. Anthony starts this hour off in Houston. Hi, Anthony. How are you?

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I'm good. How about you all?

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Better than we deserve. What's up?

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So my wife and I want her to be a stay-at-home mom once we start having kids, but if we go down to just my income as it is now, we'll be house poor. So I'm in a field that has overtime, and my idea is to just throw money at the principal and then refinance from our 30-year to a 15-year fixed rate and hopefully bring our monthly payment down.

Chapter 2: What are Baby Steps 3b and 4, and how do I navigate them simultaneously?

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Does that make sense?

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Well, you would reduce the principal enough that going to a 15-year would not cause your payment to come up, and you'd reduce it even more, I guess. So what do you owe on the house?

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We just bought it, and it's approximately $174,000 that we owe.

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And what do you make, and what does she make?

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I bring in, after tax tithes and benefits, approximately $4,000 before overtime. Her income varies, but $800,000 to $1,000 is ballpark.

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A month?

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Yes, yeah, a month.

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You're talking about take-home pay?

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Yes, sir.

Chapter 3: Should I pause investing while paying off $100,000 in student loans?

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It's not a huge problem, but it's just the technicality of being house poor and just losing.

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No, the point is you're not going to be house poor. If you're house poor over $800, you're already house poor.

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How much is your payment a month, Anthony?

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With the HOA, it's about $1,750 a month. Okay.

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All right. Well, if we're only on your income, it's a little high, but you're not house poor.

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Oh, okay. Are you guys expecting now, Anthony, or you guys are just talking about the future?

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No, it's kind of just planning for the future. How old are you? I'm 24, and she's about to turn 24.

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What does she do?

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tutoring and then teaching at a home school type program and you do not have children now correct okay so it's more just a hypothetical we're just talking about the future what would we do in that scenario kind of thing okay all right yeah so here's here's and you don't have any other debt except this correct good okay do you have any money saved anthony

Chapter 4: What is a Debt-Free Scream and how can it inspire others?

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Yeah, we do have an emergency fund that's at roughly $9,000 right now. Well, it's higher.

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You've done a good job, Anthony. You've done a good job, and you're thinking about it clearly. So here's what I would do. I would tell her to triple her income until she has a baby. She don't make nothing. So whatever this homeschool gig is that pays nothing is a nice ministry, but she could go make a bunch of money right now before she gets pregnant. Private tutoring?

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Yeah, let's go make a pile of money, both of you, and then you got an extra big old pile. And then if you did throw $50,000, say, at this house and then refied it, yeah, you would be able to do what you talked about, and that would be an awesome plan. But the good news is you're not really dependent on her income to survive and prosper. You can make it.

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If you guys want to choose for her to be a stay-at-home mom, I think you can afford it. But the more money you pile up, the more you're going to be able to afford it.

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Chapter 5: Why is it okay to leave a low-paying job, even when working for family?

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No duh, Dave, right?

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Even if y'all start soon trying, Anthony, math tells me you still have close to a year.

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uh for her to be working so you guys could spend you know this next year just saying okay even if she gets pregnant she can still work um and just like he's saying pile up that money now and anthony the truth is too everyone's story is so different with this you guys may go do this for three years until you get pregnant right i mean like you have you you don't know and so uh doing what i can what i could on the front ends

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which is pile up a bunch of money to be able to put to the principal, I think it's great.

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I'd be in the cash stacking business, both of you. You picking up OT and her changing her, because $800, man, she ain't making anything. And she's got the ability to make a lot more than that. And I would say let's reset that with the goal of, okay, we're going to pay a price now, which ensures that we'll be able to afford to live this desire to stay at home.

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And so, yeah, you're paying a price to win. Live like no one else so that later you can live and give like no one else. That's it. So you guys are really doing well, by the way. I want to say it again. I said it once. I mean, you're 24, 25 years old, and you got your crap together way more than most people.

Chapter 6: How can I effectively manage my finances while planning for a family?

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And you're actually thinking, which is way more than most people do. Sean is in Los Angeles. Hey, Sean, welcome to the Ramsey Show.

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Dave and Rachel, I feel so blessed to talk to you guys today. Thank you so much.

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You too.

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What's up? So I have a little twofold question here. And so it's about navigating baby steps three being four. So you'll probably need some facts. I was going to spit them out real quick. I'm 34 years old and I'm a full time pastor at a church. I just completed baby step three and I'm super, super excited. I'm single, never married, and I don't have kids.

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And I'm thinking I'll make roughly around $65,000 to $70,000 this year.

Chapter 7: What strategies can I use to tackle significant debt effectively?

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I currently rent a room and a house, so I don't own property. But as I entered Baby Steps 3B, 4, 5, and 6, my first question about Baby Step 4 is, as I receive my money and I get paid in gross amounts, I'm currently just setting that amount for my taxes in a separate savings account.

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This will be my first year doing the quarterly estimate, so how do I plan for exactly what that 15% will be going into retirement of my take-home? I've heard take-home pay on this show.

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No, it's not 15% of take-home. It's 15% of gross.

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Okay, understood.

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For baby step four, but if you want to not be doing anything because you're saving 100% of it to 3B, that's okay with what we teach, too.

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Okay. Now, how would I calculate that 15% of my take home? 15% of 70 grand. Okay, that's true. That makes it easy then.

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And then when I approach baby step 3B, you know, of course, living in California, when it comes to saving for a house, where would I, you know, how do I realistically get ready for that when, you know, the housing prices are so far out there and I'm making, you know, what I make now?

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It's going to be very difficult.

Chapter 8: How can I maintain financial stability while pursuing my career dreams?

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It's very difficult to buy a house in Los Angeles, California, making 60 grand, 70 grand. Uh-huh. Very hard. Yeah. Can it be done? Yeah. But, I mean, it's one of the most expensive real estate markets in the world.

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I mean, L.A., Manhattan, Tokyo, London, this is the four big dogs. Paris, you know, I mean, this is it. And so, in terms of expense, San Francisco is right there with it, too. Uh-huh. Yeah. So, I mean, it's going to be hard, but you can do it. You're probably going to end up making some other choices like living further out in order to do homeownership with that kind of income.

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And I wouldn't pause, babysit for to save up for a house in L.A. making 65. I would be putting some to retirement, Sean.

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So I would be doing that. It's going to take a while. It's going to be a while. Reginald Cruz, Ramsey Personality, is my co-host today. Thank you for joining us. If you like this show, we could use some help. Share it. Leave a five-star review. Subscribe, follow.

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All of those little actions sound like they're not much, but they make a big difference in how YouTube or Spotify or Apple or radio ratings all work. It's a big deal. And we know a bunch of you are sharing the show and telling people about it. Thank you. Because all our ratings and indicators, all our statistics tell us there's a whole bunch of new people this year. So thank you.

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And it had to come from you because we don't spend $300 million on advertising for the show, and we don't own any football stadiums like SoFi or somebody like that. Excuse me. I've got allergies. All right. And Leslie is in Lynchburg. Hey, Leslie, what's up?

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Hi, Mr. Ramsey and Rachel. Thanks so much for taking my call today. Sure. I am 43. I'm single. And my income is around 53,000 a year. I work in the social work field. Um, I currently have a hundred thousand dollars in student loan debt that I'm going to be tackling.

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Um, the reality of it is for me, it's going to take, like if I'm throwing everything at it, it's going to take me between five and six years on my income. And, um, Is that really prudent? Like my employer currently matches my 401k at 6%. Is it really prudent for me to miss that 6% given my age and, you know, my circumstances?

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