Revising Your Household Budget Amid the Coronavirus

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WSJ Your Money Briefing 4 min 2 speakers 6 chapters transcribed 2 months ago
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What is the main topic discussed in this episode?

J.R. Whelan 0:05
Here's your money briefing for Thursday, March 26th. I'm J.R. Whalen for The Wall Street Journal. The coronavirus pandemic is causing widespread financial pain, lost jobs, cuts in workers' hours, reduced business. And with the full extent of the hardship that's to come remaining unclear, Wall Street Journal personal finance reporter Julia Carpenter says a lot of people are reexamining their household budgets.
Julia Carpenter 0:29
The fresh start phenomenon where people are looking for that time to reassess their budget. And so actually having the time to do that could inspire people to rejigger their budget or to move some expenses.
J.R. Whelan 0:41
Coming up, Julia will discuss some of the common mistakes that people make when eliminating expenses and how people can use the current crisis to plan for the next emergency.

What household expenses are people canceling or pausing during the coronavirus?

J.R. Whelan 0:58
As Americans face the potential for layoffs or a work reduction because of the coronavirus, many are focusing on their household budget, finding ways to save money beyond their fixed expenses like rent, utilities, and car payments. Wall Street Journal reporter Julia Carpenter has checked in with consumers and experts about the best ways to cut unnecessary expenses, and she joins us now to discuss. So, Julia, what are some of the expenses people have told you they're cutting because of the pandemic?

Which subscriptions and memberships should I reassess first to save money?

Julia Carpenter 1:27
I spoke with a lot of people who are taking a hard look at their subscriptions and their memberships. So someone who's been a member of a gym, for example, in this time of social distancing and social isolation, they're thinking about whether or not they want to continue having that gym membership. Maybe they want to support the gym. Maybe they like the gym.

How are meal kits and grocery delivery changing household spending choices?

Julia Carpenter 1:44
Maybe they want to hold their spot. But a lot of people are thinking if I'm not using it, now is the time to save that money.
J.R. Whelan 1:50
And how about household expenses that they're forced to cut?
Julia Carpenter 1:52
I'm definitely hearing from people that they're thinking about things like meal kits or meal delivery services as both expenses that could be cut or expenses that could be kept. So I interviewed one woman who said that she's thought in the past about canceling her HelloFresh subscription. But because her three sons are home during this pandemic, they actually want to keep it because it's something that the family can do together.

What psychological mistakes cause people to make poor budget cuts now?

Julia Carpenter 2:16
It's a screen for activity. It's a chance for them to try something new. And it's actually a benefit.

How can I use this crisis to build or reassess an emergency savings plan?

Julia Carpenter 2:21
I've spoken with people, though, who've added grocery delivery expenses, who've thought more about what kinds of groceries they're going to be buying and how better to stock up on supplies.
J.R. Whelan 2:30
It seems like the coronavirus pandemic has cut right through the usual ways that people make financial decisions.
Julia Carpenter 2:37
I spoke with one expert who said that we tend to compartmentalize and categorize when we're making financial decisions. We like that things fall into certain buckets and we like to organize things by dates or really big milestone birthdays or anniversaries to that way structure how we'll be proceeding with that. And she said that she's seen this phenomenon called a fresh start phenomenon where people are looking for that time to reassess their budget. And so actually having the time to do that could inspire people to rejigger their budget or to move some expenses.
J.R. Whelan 3:09
How could a situation like this force people to make unwise decisions, even if they're trying to conserve money?
Julia Carpenter 3:15
There's definitely this phenomenon that this same expert explained to me in which we just want to get things off our plate. So she mentioned one study in particular that shows that people who are paying down debt, this is of course in pre-coronavirus times, but people who are paying down debt might choose to just pay down the lowest balance first. even if there's a higher interest debt that they could pay off instead and actually that way make a better decision that saves them money in the long run. But the reason we do this, the psychology behind it, is because we just want to cross something off the list. We want to feel like we're making progress.

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