The Importance of Interest Rates in Paying Down Your Debt

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WSJ Your Money Briefing 13 min 3 speakers 4 chapters transcribed 2 months ago
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What is this episode about and who are the guests introducing the topic of debt?

J.R. Whalen 0:03
Here's your Money Briefing for Sunday, January 14th. I'm J.R. Whalen for The Wall Street Journal. The second of our four-part series of Sunday episodes about making the right moves to plan your financial future focuses on paying off your debt. For some people, it's an uphill battle because of how they approach their monthly expenses.
Julia Carpenter 0:24
A lot of people only look at that minimum payment and when it's due. They're not calculating what the interest is on the full balance and how that is affecting them. So they're thinking, well, I pay off my credit card, I pay the minimum. And that's actually not the same as paying off your credit card.
J.R. Whalen 0:40
We'll talk to WSJ's Beret Lam and Julia Carpenter, authors of The New Rules of Money, after the break.
J.R. Whalen 1:00
Paying down debt can be a path to financial freedom, but for many, that's no easy task. Beret Lam and Julia Carpenter, authors of The New Rules of Money, are back. Hey guys, thanks for being here.
Julia Carpenter 1:11
Thank you for having us. Great to be here.
J.R. Whalen 1:14
So last week we talked about the importance of knowing your numbers. When people do that and they see all their bills and all their accounts, they might think, ah, boy do I wish I was debt-free. Is that realistic, Julia?
Yeah.
Julia Carpenter 1:26
It's a great idea in practice, but it's just not realistic for so many people. I'm thinking about all of the people I interview who by necessity have to carry a certain amount of debt. They don't have the income to just wipe out their student loans or not pay a mortgage.
J.R. Whalen 1:43
And paying off debt, it can seem intimidating to a lot of people with big ticket items, like you said, mortgages and car loans, plus all the other monthly bills that people have. What is the best way for them to approach this maze of debt that they have?
Beret (Bourree) Lam 1:58
You could be smart about your debt. And the way to do that is you have to look at the interest rate you're paying on each debt. When you pay off your debt, you want to do something called debt prioritization. And debt prioritization means listing out all your debts. And when they're due, what's the minimum payment? What's the full payment? What's the interest and fees you'll pay if you don't make that minimum or full monthly payment?
Julia Carpenter 2:24
A lot of people only look at that minimum payment and when it's due. They're not calculating what the interest is on the full balance and how that is affecting them. So they're thinking, well, I pay off my credit card. I pay the minimum. That's actually not the same as paying off your credit card.
J.R. Whalen 2:39
People may feel like debt is a burden on them, but not all debt is necessarily a negative burden, right?
Julia Carpenter 2:45
Absolutely. It is my aspiration to have housing debt. I would love to have a mortgage. There's a lot of debt that we take on because it is a way for us to reach another step. That's where so many people feel conflicted about their student loans. They took on these student loans in order to receive an education that would then allow them to live the kind of life they want to live. And they were told it was good debt. And now they're looking at their balance. They're saying, hold on, am I actually paying more debt? now than I took out?
Beret (Bourree) Lam 3:17
There's two schools of thought on this. And it's so much changed recently, I would say, in maybe the past decade or so. A generation ago, I would say, there's a school of thought that's like, there's good debt and there's bad debt. And good debt is fine to have, have as much of it as you want. If you're funding your education, if you're funding your house, like things that will appreciate, that's good debt. And then the bad debt is the stuff that doesn't appreciate and just costs you. So like credit card is the classic example. In recent years, as the cost of college has really gone up and as the cost of housing has really gone up, despite low interest rates, people are really starting to realize that too much of a good thing can be a bad thing.
Beret (Bourree) Lam 4:00
You know, I was riding at the subway the other day and there was this ad saying, And it wasn't selling anything. It was just trying to educate people like a nonprofit, trying to educate people on student debt.

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