Pay Off Current Mortgage or Save Cash For a New House?

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  • Опубликовано: 1 янв 2025

Комментарии • 575

  • @mastrosigns
    @mastrosigns Год назад +602

    We paid our car and house off this week! Turned 41 years old today and we have ZERO debt.....a nice birthday present 😀

    • @joeyf150blacksunshine7
      @joeyf150blacksunshine7 Год назад +18

      Awesome that’s the way to do it congratulations

    • @isaachunt5799
      @isaachunt5799 Год назад +15

      well done that man. we paid our house off 6 years ago. no car loans. 200k saved now. owning your own house outright is one the greatest things u can ever do

    • @lynneacevedo6641
      @lynneacevedo6641 Год назад +5

      Congrats! God bless you guys

    • @nevea.4621
      @nevea.4621 Год назад +4

      That's amazing !! Congratulations on your financial freedom 👏 🙌

    • @johndoyle-hf6wm
      @johndoyle-hf6wm Год назад +7

      Paying off my mortgage was like getting the best massage ever

  • @MarkNokesGuitar
    @MarkNokesGuitar Год назад +165

    I paid off my mortgage this morning! A 30 year mortgage paid off in 11 years. Onward and upward!

    • @MrRadical87
      @MrRadical87 10 месяцев назад +2

      That's awesome! Any tips for doing that you can share with us?
      Well done!

    • @Cheapshot7
      @Cheapshot7 9 месяцев назад +2

      Can you share with us?

    • @MarkNokesGuitar
      @MarkNokesGuitar 9 месяцев назад

      @@Cheapshot7I live far below my means and continue to try and earn more. I went into tech about 15 years ago and have been steadily raising my income.

    • @MarkNokesGuitar
      @MarkNokesGuitar 9 месяцев назад +1

      @@MrRadical87sorry I missed this! I just left a similar reply on the next comment. Good luck! I wish you the best!

    • @kathryncashner3294
      @kathryncashner3294 9 месяцев назад +1

      @@Cheapshot7 Not OP, but can tell you what I did. Started rounding up the payment to the next $100 with the very first payment. That sounds like not much, but every bit counts and it established the pattern of paying more than I needed to. Got.a substantial increase at job, and put the entire increase toward the house payment. 30 year mortgage paid off in 8 years. At that point I'd never heard of Dave if he was even doing his "thing" then....but I learned from parents and grandparents that the only thing you go into debt for is a house, and you pay it off as fast as you can. In fact, I talked informally to 2 financial advisors when I got that increase, asking whether I should pay off the mortgage or start investing (I was already maxing the amount I could put into retirement account). They both said to pay off the house--that they couldn't guarantee me better returns than paying off that mortgage would bring. Then, after paying off the mortgage, I began placing that amount in an investment account. That has enabled me to retire early, provide debt free education for family, and live a great life. Not a "don't ever need to think about money or a budget" life, but a life that included nice vacations, etc.

  • @lee77778
    @lee77778 Год назад +110

    I’m 51 years old just paid my house off April of 2023. What a awesome feeling it is.

    • @edmalts
      @edmalts Год назад +1

      Congratulations 🎊. I’m 57 and thinking of paying off my mortgage but my girlfriend tells snot to and save my money. For other stuff. I don’t know what to do lol 😂.

    • @lee77778
      @lee77778 Год назад +1

      @@edmalts really appreciate it. Thanks. It’s been six months since I paid my house off and I built my bank account back up to over $50,000 in six months I also have other accounts that I have money in as well so it can be done long as you save your money and spend wisely.

    • @greghook2655
      @greghook2655 Год назад

      ​@@edmaltsI would pay the house off. This way you can invest more as you approach retirement. 😅 This is the approach my wife and I are doing. We are are doing this very thing ourselves.

    • @bassplyr13
      @bassplyr13 Год назад +1

      @@edmaltsyou get a new girlfriend 😂

    • @daystar73
      @daystar73 10 месяцев назад

      ​@@lee77778same here at 50 last year. Congratulations sir!

  • @dannyh9010
    @dannyh9010 Год назад +272

    Even after all these years, you can clearly tell from Dave’s smile at 0:27 that he is still genuinely happy and proud of people for getting out of debt. Awesome!

    • @jimmymcgill6778
      @jimmymcgill6778 Год назад +5

      That's fake.

    • @Tashas_Travels
      @Tashas_Travels Год назад +9

      ​@@jimmymcgill6778Are you dave? Coz what kind of f**lish response is this? Why shouldn't he be happy or smile to hear that someone is doing well ?

    • @rnt45t1
      @rnt45t1 Год назад +1

      it's an act

    • @jimroscovius
      @jimroscovius Год назад +2

      ​@@jimmymcgill6778That's what every troll says.

    • @jimroscovius
      @jimroscovius Год назад

      ​@@rnt45t1OK, troll.

  • @ndiggadee2663
    @ndiggadee2663 Год назад +54

    This helped me here in England, I’m in a position to pay my home off cutting them ties. Mortgage free at 43 ❤

  • @edwardhamilton6292
    @edwardhamilton6292 Год назад +160

    Ability to buy the next one with a down payment without the contingency of selling the current home is also a pretty solid position.

    • @MH-pr2gc
      @MH-pr2gc Год назад +2

      That’s the way it works.

    • @ryansauvage9327
      @ryansauvage9327 10 месяцев назад +4

      Agreed. Nothing wrong with paying your home off early, but if your goal is to buy another house later, I feel like its better to start saving up for that. You're still building home equity, doing that either way. Depending on the interest rate, then you're better off putting in a MMA or if you next house is 5+ years down the road then put that in VOO/VUG something like that. Also not to mention maybe you decide to not move and want to fix up your house or remodel, with cash or etfs you have options. Sure, equity can be an option but the liquidity of having a bank sell me back my own equity at 5%, doesn't seem like its getting ahead.

  • @yoshit9819
    @yoshit9819 Год назад +49

    Paid my mortgage off years ago. Used equity to buy land. That hung over my head for years. I had retired. Anyways, went back to work for a while to pay it off. Got it done. Then I realized I loved my new job. Amazing how things work.

  • @ChristopherAbelman
    @ChristopherAbelman 4 месяца назад +171

    Very clear and helpful : thanks! I'm working extra to keep my ROI flowing into my mortgage payment. it's the last piece of debt i have and i'm a bit overeager to see it gone. Any index fund or stock tips to help that get done?

    • @JosephineKenney
      @JosephineKenney 4 месяца назад +5

      It’s a good time to buy in on the market, so seize the opportunity to purchase stocks on sales.

    • @FinnBraylon
      @FinnBraylon 4 месяца назад +3

      I think stocks will plummet further before actually experiencing steady growth and there are still quite a few stocks that makes for a good buy this season, you just have to do your research, but to be on the safer side and not second guess your market decisions, I’d suggest you reach out to a proper investment manager for guidance, they’re better equipped at understanding market patterns/movements and adjusting portfolio to match up with these market trends.

    • @HildaBennet
      @HildaBennet 4 месяца назад +4

      my portfolio is down over 23% j and It’s been that way fsince 2022 and I really could use professional help, I’m close to retirement. have you worked with an asset manager before and could recommend any?

    • @FinnBraylon
      @FinnBraylon 4 месяца назад +3

      SONYA LEE MITCHELL is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..

    • @HildaBennet
      @HildaBennet 4 месяца назад +3

      Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.

  • @jameshorton3692
    @jameshorton3692 9 месяцев назад +4

    I love jade, Dave, and their relationship. When jade is dropping knowledge, you can tell how proud Dave is by how he looks at her.

  • @danigirl103
    @danigirl103 Год назад +92

    Jade and Dave work so well together and Rachel & George are great together. I love these two pairings, they bring somewhat different approaches but it’s still cohesive. I like it!

    • @jamesjazzy8040
      @jamesjazzy8040 Год назад +2

      You gotta be kidding me she's taken over the show... She's ruined the show...she won't shut up...

    • @pedrogriffin1934
      @pedrogriffin1934 Год назад +6

      @@jamesjazzy8040yes they do make a good pairing. She’s smart and he has the experience. She is a co-host, do you just want her to sit up there and stay quiet?

  • @karenjensen2345
    @karenjensen2345 Год назад +12

    We have no car loan, sold one car, share one 2014 Subaru Crosstrek, our house we paid cash for 5 years ago and the house was new, but small. What we have is financial freedom and 1million in assets and investments.

  • @EricColeThornton
    @EricColeThornton Год назад +16

    Dave might disagree, but I saved a lump sum to pay off a debt. During the student loan pause, I didn't make any payments- I saved the money instead with the hope of earning some extra interest. In order to make it easier, I bought T-bills that mature in mid-September, and when the due date for the loans come, my repayment plan is to write a check. It is tempting when you have a big pile of money sitting around to use it for something else, but I'm quite tight-fisted, so I trusted myself to stay the course.

  • @desert4wheeling209
    @desert4wheeling209 Год назад +19

    I consider the interest I pay on my mortgage my "rent" payment, and all the extra principal payments just go to lowering my "rent" every month

  • @elliemin5076
    @elliemin5076 Год назад +47

    Check to see how much interest you are paying daily on your mortgage. When we realized that we were paying $37 of interest per day, we started throwing all the money that we could, at the balance. We are nearly done...within the next month we should be free!

    • @larios86
      @larios86 Год назад +5

      You just helped me get even more motivated. I'm at almost $40 a day on interest alone. This needs to change.

    • @logdon17
      @logdon17 11 месяцев назад +1

      So true, as I put it, "Setting money on fire". My modest mortgage of $370k at 3.5% was initially setting fire to $1,000 a month. Thankfully paid it off in 7 years but cannot fathom what new home owners are going through.

    • @GarciaNetwork2576
      @GarciaNetwork2576 10 месяцев назад

      Hey, hope you guys continued to get that all paid off. How'd you guys go?

    • @NickFromLongIsland
      @NickFromLongIsland 5 месяцев назад

      @@larios86im at $73… its crazy

  • @mattcrouch9348
    @mattcrouch9348 Год назад +12

    As a Matthew, I approve of this video. Love the "automate smart, and make stupid hard" concept. Love Jade, too.

  • @bc_usa
    @bc_usa Год назад +36

    I'm debt free but on my regular everyday bills I would never do auto pay on anything. It's too easy for companies to make mistakes.

    • @cjscjs1064
      @cjscjs1064 Год назад +2

      That's why I write on my calendar what should be autopaid. So I still have the ease of autopay but, I'm able to know the amount that should come out and double check if I have a concern.

    • @t3morga
      @t3morga Год назад +5

      Trust but verify

    • @mikenonya6382
      @mikenonya6382 Год назад +1

      I want to be in control of my finances and prefer to pay it myself online.

    • @paulcoenen7918
      @paulcoenen7918 Год назад

      And very easy for them also to intentionally scam you, not to mention any names (Wells Fargo》 😊

    • @johnmcdonald5998
      @johnmcdonald5998 3 месяца назад

      Very fair point!
      My father in law has been dead for months...they have all the docs required.. and now they are threatening to shut off his tv...he is DEAD...since June.. my wife spoke to them days ago for 3 hours. It should have been a 5 minute chat.

  • @JorgeTorres-ox4tq
    @JorgeTorres-ox4tq 2 месяца назад +1

    After fighting cancer 3 times I just got the chance to get my first house. Great timing for the video ! Can’t wait to paid it off sooner than 30 years 😊

  • @tracyaf6084
    @tracyaf6084 Год назад +9

    Love the David Bach shoutout. That started me on retirement savings and eventually led me to Dave Ramsey. I’m not perfect but at least I have money saved for retirement and my kids college

  • @managingmonasmoula9811
    @managingmonasmoula9811 Год назад +63

    I want to be mortgage free as soon as possible! 🏡💰💸💵

    • @fatimaellis6539
      @fatimaellis6539 Год назад +6

      🎉congratulations! I'm working on my last 3 months, 2 jobs, 56 divorced ...we can do this ❤

  • @lindaparks4486
    @lindaparks4486 Год назад +11

    You can set up auto payment from your account instead of setting it up on the bill website. This way, you have control. If you need to change the date or stop it, it's easier

  • @iali00
    @iali00 Год назад +11

    That Matthew example is gold. No way in hell would we have income tax if it wasn’t taken out before you got paid.

  • @josephdigi9373
    @josephdigi9373 Год назад +8

    I'm not going to lie! I've been waiting for Dave to speak on automatic wealth creation. I need to work with Dave.

  • @kellectively
    @kellectively Год назад +8

    Revolution with pitch forks and torches 😂😂😂 this was a hilarious segment but also packed with tons of valid points. Thanks y’all

  • @TXRoeJogan
    @TXRoeJogan Год назад +6

    She made a good point about when you’re broke not liking auto pay/ draft. Living check to check is not fun

  • @Averegejoedaily
    @Averegejoedaily Год назад +38

    Going on a vacation with your children is not a bad investment. You'll be 60-70 soon and you'll have that smile on your face thanks to that vacation. Life's short.

    • @WoJackMan
      @WoJackMan Год назад +2

      I may no longer have the energy to backpack across Europe when I'm 70, but at least I can stop eating rice and beans, and finally purchase a new car that I'll barely drive 😂

    • @brian3255
      @brian3255 6 месяцев назад +1

      100% agree. My kids remember every trip we have taken vividly. They do not remember anything we bought them

    • @topsykretts2264
      @topsykretts2264 2 месяца назад +1

      Doesn’t mean you go into debt for it though. Kids will appreciate not having to take care of their “retired” parents.

  • @GaryL-wm8ul
    @GaryL-wm8ul Год назад +11

    I love the thought. Forced savings plan

  • @LivingtheLaptopLifestyle
    @LivingtheLaptopLifestyle Год назад +7

    Being self employed I never put anything on auto draft because I dont want all these different hands in my checking account. I go into the back of my bank and use e pay and pay it myself and dictate how much I want to pay because im not on a salary so i dont know when my next client will come. So I have to be very conservative.

  • @mqayyum9226
    @mqayyum9226 Год назад +13

    that was not the question though. He wanted to know if he should make extra on his 3% mortgage or save up extra for his next 6% loan

  • @mgnoodle2589
    @mgnoodle2589 Год назад +1

    In the UK the interest is usually calculated daily. So paying the mortgage off as extra payments whenever you have means instant savings

  • @dforrest4503
    @dforrest4503 Год назад +10

    Forced savings is always a good thing to help limit expenses. Dave might not agree, but I did this with my last car. I already had a lot taken out from my pay for a 457 plan and Roth IRA, and wanted to see if I could manage a car payment at the same time even though I could have paid for the car in cash. It was tight some months, but it forced me to limit spending and I did it!

  • @markkelly2840
    @markkelly2840 Год назад +2

    Mortgage free at last ❤❤ just turned 44 life feels alot like freedom 😊

  • @rwaggs2623
    @rwaggs2623 Год назад +4

    I think Jade changed the question and then answered that. The question - and the title of the video - is whether to pay off current house vs save (to pay cash) for a new house. I'm no expert, but paying off current house means that, unless they buy cheaper next time, they will still have house payments with new home. If they continue paying current mortgage while saving to pay cash for new house could mean some equity at sale of old + enough cash for new to stop having a house payment altogether, right?

  • @samstrong912
    @samstrong912 Год назад +23

    Hit $200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with $20k in September 2023

    • @reynaldo2447
      @reynaldo2447 Год назад

      The future belongs to those who believe in the beauty of their dreams. Success is a state of mind.

    • @chrismadison5085
      @chrismadison5085 Год назад

      I think I'm blessed because if not I wouldn't have met someone who is as spectacular as Expert Mrs Lucy Mary Liam.

    • @peteraaron6714
      @peteraaron6714 Год назад

      You don't have to be surprised because I'm also a huge beneficiary of her good works.

    • @sabinadavis3503
      @sabinadavis3503 Год назад

      I still wonder how she got her analysis. I remember friends calling me crazy when I started but now I shut up them with my four figure weekly return.

    • @donnadudley18
      @donnadudley18 Год назад

      I can sincerely says she's one of the best Traders I have ever seen in the state in the past few years, now cutting losses and ensuring profits.

  • @TocaVivi16
    @TocaVivi16 Год назад +3

    I absolutely love Jade. She’s a friend in my head 😊.

  • @carycoller3140
    @carycoller3140 Год назад +5

    I still manage my money from a ledger. I refuse to let any company automatically draft out of my accounts. They can wait till the money order arrives at their office.

  • @cheesun124
    @cheesun124 24 дня назад +1

    the 'forced savings plan' doesn't always work if you can't sell the house for what you have in equity. In that case I think its better to hedge and save the downpayment for the new house and pay extra on the current mortgage when you can.

  • @nastypyro
    @nastypyro Год назад +11

    Always a quality video with quality poeple

    • @gauseb
      @gauseb Год назад +1

      Poeple

  • @TG-to3dv
    @TG-to3dv Год назад +11

    We debate this a lot. Our mortage is 2.5% which makes the debate harder for us.

  • @j.peaceo1031
    @j.peaceo1031 Год назад +1

    Yep, I've always wondered why my friends were opposed to auto drafting. Been doing it before I had a smart phone.

  • @laserwizard2
    @laserwizard2 5 месяцев назад

    Dave's words are invaluable to helping to remove people from the slavery of debt.

  • @donovangriffith6568
    @donovangriffith6568 Год назад +1

    I do have a question. What if you are currently renting but are wanting to buy a home but you are currently on step 2 paying off all consumer debt. What would be the best plan of action?
    Pay off all debt while still renting then save to purchase a home in all cash? Or simply save for a down payment purchase the home and slowly pay off that mortgage over time?

  • @tuckerjones9896
    @tuckerjones9896 Месяц назад

    WE LOVE YOU, UNCLE DAVE!!!

  • @go86go
    @go86go 4 месяца назад +1

    Look at the amortization schedule of your loan. The money you saved in interest by agressively paying down trumps any investment vehicle.

  • @MarkYeung1
    @MarkYeung1 Год назад +53

    Jade is wonderful. She made a great team with Dave.

    • @MrMadaket78
      @MrMadaket78 Год назад +8

      And she is some beautiful, wonderful addition to the show

    • @sharonjones3719
      @sharonjones3719 Год назад +1

      Jade is an awesome addition to the show! ❤

    • @TRUYORK718
      @TRUYORK718 18 дней назад +1

      till he gave in to the TEMPTATION!.....

  • @Mona1930
    @Mona1930 Год назад +10

    😂😂 but the vacation to Hawaii was incredible

    • @domingodelgado3944
      @domingodelgado3944 Год назад +2

      It was went twice this year 😂. But I’m staying paying extra on my house!

    • @PrettyGreenMonk
      @PrettyGreenMonk Год назад +2

      The kids always go dad remember when you saved up $6000 and paid off the mortgage early

  • @laneyluneva
    @laneyluneva Год назад +6

    I do not autopay utilities anymore. You have a bill get messed up and say the meter or recording device way over measured you, or some other mistake and you autopay? No thank you. I review the bill as soon as I get the notification and then pay manually.

  • @stephen6262
    @stephen6262 Год назад +6

    Everybody body said to me leverage interest only morgage I listened to dave and now I'm in a great position So I have to thank dave from a englander

    • @WoJackMan
      @WoJackMan Год назад

      If you listened to this advice, you're now poorer

  • @pelhamlucas
    @pelhamlucas 27 дней назад +222

    Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing below the $100k mark and in the first 2 months, my portfolio was reading $234,800. Crazy right!, I decided to reinvest a huge percentage of my profit and it got more interesting.! For over a year we have been working together making consistent profit just bought my second home at the beginning of summer.

    • @Lourd-Bab
      @Lourd-Bab 27 дней назад

      Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks

    • @pelhamlucas
      @pelhamlucas 27 дней назад

      @@Lourd-Bab However, if you do not have access to a professional like Suzanne Gladys Xander, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.

    • @Lourd-Bab
      @Lourd-Bab 27 дней назад

      @@pelhamlucas Oh please I’d love that. Thanks!.

    • @pelhamlucas
      @pelhamlucas 27 дней назад

      @@Lourd-Bab Suzanne Gladys Xander is her name

    • @pelhamlucas
      @pelhamlucas 27 дней назад

      Lookup with her name on the webpage.

  • @That401kguy
    @That401kguy Год назад +5

    You don’t necessarily have to make the minimum or lump sum on a 401(k) loan. It usually depends on the record keeper of the plan. As long as they are aware of the extra amount the participant wants to make, they can usually make an adjustment on their end.

    • @MariuszChr
      @MariuszChr Год назад

      Fidelity - the only change to loan payment is the bank account they take money... Pay minimum or pay it all at once.

  • @KungPowEnterFist
    @KungPowEnterFist Год назад +5

    Bad advice. If your mortgage is under 4% interest and you have a ways to go, I would certainty not send extra payments at this time. Put that extra payment money into a money market and just make your regular payments to the mortgage. When you have the lump sum available in your money market, then you make the decision to pay off or not when/if that day comes. The higher and longer the risk free rate gets/sticks, the more regretted you will be having sent extra payments to the mortgage. Not only will you not make money on that money, but your asset value is also decreasing. Its a lose-lose. If the risk free rate turns the other way, cash out the money market and then maybe send it to the mortgage if that is what makes sense at that time. It will be iffy for a while as the economy completely implodes, but eventually we will be in recovery and then you consider resuming extra payments again or a lump sum pay off. The only time people absolutely should be sending extra payments to a mortgage is when mortgage interest rates are generally trending down, asset values are generally trending up, and the risk free rate is far below your mortgage interest rate. None of those three are true right now. If you are absolutely determined to pay off your mortgage, at least wait for two of those to be true.

  • @ErikMore
    @ErikMore Год назад +4

    I have almost payed off my van. I will be living in it a long time.

  • @JustinCase780
    @JustinCase780 Год назад +1

    @3:10 "automate smart" yes!
    This is why people with a 401K option should do it automatically and treat it like a tax *regardless if they have debt to still pay off*

  • @jml9550
    @jml9550 Год назад +45

    I still chose my $328k in 25 months despite the low interest rate at 2.625% 15 years. My last payment was 2 days before Thanksgiving 2022. Love it and now totally no debt whatsoever.

    • @FTW1984
      @FTW1984 Год назад +3

      Did you just save up until you could write a check and be done with your mortgage? Me and my wife are saving to pay it off also, 1/2 way there so far....

    • @jml9550
      @jml9550 Год назад +7

      @@FTW1984 nope, pay $12k on top as I go. The more principles you pay, the less interest incurres.

    • @FTW1984
      @FTW1984 Год назад +3

      Awesome, thank you! We were doing that for a couple of years, I just started saving it to pay it off in total once the economy started cooling, just in case things get bad.

    • @jimroscovius
      @jimroscovius Год назад +4

      We paid off our house too and now we're investing even more!!

    • @aaronalquiza9680
      @aaronalquiza9680 Год назад +3

      You have no more debt? SELL THE CAR

  • @TheGearDudes
    @TheGearDudes Год назад +1

    Matthew the Tax Collector!! LOL. i'm ready for the revolution :)

  • @queen.kristal8395
    @queen.kristal8395 Год назад +6

    always pay off mortgage first and than if you have the money get another home

  • @wickedbird1538
    @wickedbird1538 Год назад +3

    😊😊I pay extra on my house so when I have my mortgage paid in full I don’t need to worry about 2 mortgages waiting for my house to sell while trying to buy a new house.

    • @cflo1386
      @cflo1386 Год назад +1

      I agree with you, to me it makes more sense to pay off the existing mortgage first, then, start thinking about buying a new house.

  • @jeffreybosiljevac3408
    @jeffreybosiljevac3408 Год назад +4

    Way to go Dave… now he wants a bass boat!!!

  • @Donnafrank-k6e
    @Donnafrank-k6e 4 месяца назад +208

    Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.

    • @BrandonIvan-c6e
      @BrandonIvan-c6e 4 месяца назад

      Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks

    • @Donnafrank-k6e
      @Donnafrank-k6e 4 месяца назад

      @@BrandonIvan-c6e However, if you do not have access to a professional like Clementina Abate Russo, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.

    • @BrandonIvan-c6e
      @BrandonIvan-c6e 4 месяца назад

      @@Donnafrank-k6e Oh please I’d love that. Thanks!

    • @Donnafrank-k6e
      @Donnafrank-k6e 4 месяца назад

      @@BrandonIvan-c6e Clementina Abate Russo is her name

    • @Donnafrank-k6e
      @Donnafrank-k6e 4 месяца назад

      Lookup with her name on the webpage.

  • @ThomasGillot
    @ThomasGillot Год назад +13

    What if you are not planning to sell your current home and instead rent it out? Wouldn't it make sense to not pay down the mortgage and put it into high interest savings or index fund for a down payment on the new home? This assumes you are responsible enough to not spend it on something else.

    • @jeffwhite3021
      @jeffwhite3021 Год назад +1

      Depends on your interest rate.
      Remember, you're not a hedge fund.

    • @MrWookie1981
      @MrWookie1981 Год назад

      Why not pay down the mortgage to reduce interest expenses until you are ready to buy the new house and at that time remortgage the old house for your down payment on the new. You would save money overall as long as interest rates are not drastically different between the old mortgage and new.

    • @jeffwhite3021
      @jeffwhite3021 Год назад +3

      You're trying to be Robert kyosaki.
      What if your renter doesn't pay?

    • @MrWookie1981
      @MrWookie1981 Год назад +1

      @@jeffwhite3021No idea who that is but if you cannot afford your renters not paying than you should not be a landlord.

    • @damondiehl5637
      @damondiehl5637 Год назад +2

      @@jeffwhite3021 Yeah, think about all the landlords who had renters not making payments during COVID, but they had to keep making the mortgage payments.

  • @TRUYORK718
    @TRUYORK718 18 дней назад +1

    Dave got that Jungle Fever !

  • @NathanJones-sf5js
    @NathanJones-sf5js 6 месяцев назад

    My mortgage is 3%. HYSA is above 4%. Not a major difference but it’s silly not to get that 1+% every month until that HYSA rate drops.
    Then pay off the house when the HYSA grows enough above emergency fund. Lots of free money for debt payoff.
    Simple in that sort of situation.

  • @tshandy1
    @tshandy1 Год назад +5

    Would a sensible person take money out of their current house to buy a new house? I don't think so. Pay off your security -- the bird in hand, your current house.

  • @jackietetley9880
    @jackietetley9880 Год назад +1

    I am a 55 yr old woman in NZ and enjoying yr show. I would like advice too. I have achieved some good things since a crippling divorce. But am aware I only have 10 years until retirement and wish to achieve my freedom and security. Can you assist?

  • @inertiaforce7846
    @inertiaforce7846 Год назад +3

    The money goes from the bank account into the house. No change in net worth. So pay off the house and don't be thinking you'll lose the money.

  • @laserwizard2
    @laserwizard2 5 месяцев назад

    I've paid off my car a year early and am now paying down my credit cards. What is shocking is how much interest is charged each month! Right now I'm paying down my smallest one and am adding in the interest charged to the payment so I'm not paying interest on the interest. I'll have that card paid off in 6 months and then I'll take that money used to pay down that card to the payment I'm making to the other one (last card). If you want a motivator to pay down debt, check out how much interest those cards are costing you each month!

  • @beth3535
    @beth3535 Год назад +50

    My 12-year mortgage was down to roughly 5600. I had that amount in my savings and cleared the balance in May. It left me with $6K or so, but boy oh boy it improved my cash flow by 25%. I’ve almost recouped that amount and am saving at a much-increased rate, increasing my 401K and doing a Roth-all on part-time hours.All sorts of things got easier. Now I’m paying any credit card balance at the end of the month so I’m going into the new month with gas/electric, phone, internet bills and not much more. I’m still not convinced I actually pulled it off. Next? After reducing my internet by 25% monthly, I’m looking at going to Mint Mobile for cell service. Just cut an annual subscription ($80 annually) and reduced monthly internet is now reduced $10 each month for $200 yearly savings. The new phone plan savings will double that figure. Lots of synergies now that that mortgage is off my back.

    • @Artanis1000
      @Artanis1000 Год назад +4

      Will you marry me? LOL

    • @haydengrant8253
      @haydengrant8253 Год назад +5

      congratulations!

    • @beth3535
      @beth3535 Год назад +3

      @@haydengrant8253 TY!

    • @kellywilliams7214
      @kellywilliams7214 Год назад +4

      Congratulations! Having no mortgage is an awesome feeling!

    • @amandabarnes424
      @amandabarnes424 Год назад +5

      CONGRATULATIONS! So excited for you. I can hardly wait until mine is paid off! :)

  • @t3angling575
    @t3angling575 Год назад +5

    I have basically the same question, a little different. The home I am paying for now is not going to be out forever home. We know once we retire, we will not be here. So, I have been looking at it like this is a rental. I have a 30 yr 3% mortgage. I understand it will take forever "if we stayed here or were staying here". We will not have this home for 30 years. So, I am thinking stacking cash, let this mortgage be what it is, then when we sell, we will have whatever out of the sale, but have the cash on hand, so between the two payoff new home, which will be much smaller, etc. Thoughts?

    • @notwbandgeek
      @notwbandgeek Год назад +5

      The benefit of paying down the mortgage is that the 3% (though might not be much) is only applied to the current principal balance. As you pay it down, you are paying less in interest, so more money goes towards your pocket in the end. If you pay nothing extra to the principal over 15 years, then you will have paid excess interest that likely wouldn't have earned you profit in a savings account (unless you get lucky with a high yield savings that actually returns that value... which good luck in the market).
      Again to Dave's point - the idea is that if you are locked in on it, then you don't use that money for something else instead. It's a mental game more than a math game.

    • @t3angling575
      @t3angling575 Год назад +2

      @@notwbandgeek, yea I get all of that. Understand amortization, etc. In 5 months we will be consumer debt free. I have been investing since my mid 20s am 60 now, just got stupid there for a bit, and careless as jobs were great, paychecks good as well. Now that we have aged a little, are in a home we know we will not be in long, or until 46 is out of office and our economy takes off again, and Feds stop messing with stuff, we will sell. So was thinking (hoping positively) that 2024 - 2025 will be the year we get right in this nation again, that we will make the move, and not have to payoff much if any on our final home. As Dave has mentioned before, nothing wrong with renting til you get all else in order. That is kind of my thinking. I do understand paying more and I do that, plus make an extra payment every year. And then the greedies show up and raise property and insurance taxes and fees. Appreciate the comment.

    • @jwlsngold5026
      @jwlsngold5026 Год назад +1

      ​@@t3angling575We're in a similar situation, only no consumer debt. Husband is 63, 64 later this year, I'm 60.
      We are adding extra principal payments every month, refied to a 15 year last year and have paid our mortgage down to just over 50k from $137,500 @ refi.
      Next year is the year we intend to move from WA to NV, it's not if, but when. Husband just started a new job on May 1 after being laid off for 4.5 months, that did make it more difficult to add extra payments, and now going to try and play catch-up, if our current home isn't paid off by the time we want to move it will be very close.
      Good luck to you!!

    • @thedopplereffect00
      @thedopplereffect00 Год назад +2

      Money markets are yielding 5%, so stacking cash seems like the smart option to me.

    • @CoachSmith_
      @CoachSmith_ Год назад

      @@thedopplereffect00only if you plan to keep Money there for the length of your mortgage

  • @sommersalt88
    @sommersalt88 Год назад +110

    I currently have $800k in a high yield savings account, yes I’m making gains but to what extent with inflation eating away at the dollar? Am I better off investing in the stock market or paying off my mortgage?

    • @fortunino
      @fortunino Год назад +1

      Gold or bonds. Gold has been a top performing asset over the last 30 years.

    • @84gaynor
      @84gaynor Год назад

      Gold is a great investment and a good bet against the devaluating dollar, been holding some for awhile now. I’m grateful for this tip from my adviser cos her moment by moment changes in the market are lightening quick....who know how much losses I would’ve had by now!!

    • @gagnepaingilly
      @gagnepaingilly Год назад

      @840trk I envy you, I’m still trying to recover from losses I incurred in 2021/2022, who is this adviser you work with, I’m intrigued and I could use some quality guidance

    • @84gaynor
      @84gaynor Год назад

      Certainly.....'Monica Selena Park' deserves credit as one of the finest financial planners who decides what assets i acquire whilst raking in 7 figure earnings. Her reputation precedes her, and I highly recommend her on a public post, you can look her up to locate her online if you are internet-savvy

    • @amandabellz4056
      @amandabellz4056 Год назад

      thanks for putting this out, just copied and pasted her full name on my browser, spotted her site easily and skimmed through her credentials, she seems very professional

  • @brandonevans2588
    @brandonevans2588 Год назад +1

    It was certainly easier for me to spend any extra cash. Took me some time to realize this idea of "forced savings" by paying into my mortgage debt. That extra cash never went to financial freedom. It was a mindset change for me.

  • @topraman2
    @topraman2 Месяц назад

    So always payoff the mortgage before buying another property? Regardless of how well or poorly the market is doing? Aren't there too many variables to have such a hard and fast rule? Having investment properties that are rented out and don't cost you anything while you're paying for the mortgage of your primary seems fine?

  • @georgewagner7787
    @georgewagner7787 Год назад

    Plus prepayment reduces the interest

  • @user-dv8bs7tb5c
    @user-dv8bs7tb5c 9 месяцев назад

    Automating is VERY difficult when you arenr in a good situation. I actually will not let certain things auto withdrawal because i dont truwt them and they are the bills that often make mistakes/ if someone stole it and racked it up id be out cash it my account like cellphone, i wont stuo anything that i prefer not to lol

  • @michaelr1624
    @michaelr1624 3 месяца назад

    Hi, how do I submit a question/situation for you to answer?

  • @youknow-zs6qc
    @youknow-zs6qc Год назад +3

    My question is how long does take to get back the investment you make for buying an all cash house and then renting it out ??because if the house cost you around 230k and you rent out for $2,500 but you will also have pay taxes and house insurance and as well of fixing stuff for your the people renting and as well everytime they move painting and maintenance of the house to put back in market.maybe I'm just over thinking this but can someone please tell me how long this take

  • @JuneroseCarcina
    @JuneroseCarcina Год назад +37

    All signs suggest that 2023 will be a year of severe economic pain, I was really hopeful of my investments this year, but all my plans have been disoriented. I've been studying the market crashes and I realized some investors made millions from the last recession and I was wondering if such success rate could be achieved in this present market.

    • @AzinwiNeba
      @AzinwiNeba Год назад

      The market always bounces back, keep investing and you will be fine.

    • @peejaydandoy2889
      @peejaydandoy2889 Год назад

      Understandably, the purpose of buying dividend stocks is to maintain a steady cash flow but dividends are slow if you're not yet retired. I have a couple dividend stocks. I've rather opted for a more aggressive approach and so far I've made over $350k in raw profits this year from mainly blue chip stocks, an allocation fund, S&P500 and coins, with the help of Trisha Jean Webb my F.A... Investing has no one way to it.

    • @JuneroseCarcina
      @JuneroseCarcina Год назад +1

      @@peejaydandoy2889 I did look up your FA and I'm impressed with the reviews, very remarkable and transparent. I hope she is open to assist

  • @AB-pu6xl
    @AB-pu6xl Год назад +16

    How do they give financial advice without asking what his current rate is on the mortgage?

  • @Mr_SynergyPerformance
    @Mr_SynergyPerformance Год назад

    I deal with people all the time that have no idea how much they make gross wages.. all they know is how much they get on that check.. I wish more people would pay attention to the tax lines on their pay stubs.

  • @rachelrodgers8717
    @rachelrodgers8717 5 месяцев назад

    I love auto billing ever since I was young and dumb and let my auto insurance laps then my car got totaled by a hit and run 🤦🏼‍♀️ never again.

  • @Jupiterplus
    @Jupiterplus Год назад

    Mathew guy analogy was good😊

  • @jamesstrickland2781
    @jamesstrickland2781 Год назад +14

    Paying down a mortgage now will cost you thousands. The only argument for doing this is for an individual with weak personal discipline who can't save money (but the caller isn't that type!). Here's why: the mortgage rate is probably low (4 percent or less), but even risk-free high-yield savings accounts regularly return 4 percent these days. (You know where I'm going.) If you have personal discipline and won't spend, then you need to keep every spare dollar in the high-return, risk-free accounts (including CDs). If interest rates drop, then just shift the money towards the mortgage!
    Once again, Dave Ramsey and co. gives advice meant for non-disciplined individuals to disciplined individuals, and costs them a lot over the long term.

    • @lolwtnick4362
      @lolwtnick4362 Год назад +7

      once again i see this every time and you send out misinformation. you literally only compare interest rates. You never include taxes, or principle, fees, insurance reductions, cashflow etc

    • @genesiscatano
      @genesiscatano Год назад +2

      I wonder how many millions have you made by doing this?

    • @omotosho22
      @omotosho22 Год назад +1

      You sound very slow, in the last 2 years I have gathered over 100k in equity on my house and I owe less than 30percent of the actual mortgage.
      From your perspective I will need to sit at least 1million buck down before I can get 100k in those 4percent accounts, unlike me paying my mortgage down and sitting on over 100k in equities.

    • @annkrull9894
      @annkrull9894 Год назад

      Depending on your income ...paying off your mortgage could cost you more in Fed taxes. His info is general not specific. He's a millionaire by giving undisciplined info.

    • @jms0313
      @jms0313 11 месяцев назад

      You’re “advice” does not work for most normal people. The folks with the paid off mortgage are always better off. You complicate things and complicated advice attracts those with lower IQs. You sound like someone that sells whole life insurance

  • @mikepiper6077
    @mikepiper6077 Год назад +2

    Follow the baby steps , all of them! Child education fund also important. I would pay off existing mortgage first just to keep things simple. But then that's me. I also pay car and home insurance in full. It's not auto pay. I save the 5$ each service charge. 10 $ × 12 = 120 dollars saved. Utilities I do auto pay.. A saying I heard as a kid" if you watch your pennies your dollars will take care of themselves"

    • @Bertuzz84
      @Bertuzz84 Год назад +1

      The saving for a childs education in America is so weird. As a Dutch person, nobody does that because the government pays most of the tuition fees. Also if they do end up paying something, it would feel like their own responsibility.

    • @skylady64ish93
      @skylady64ish93 3 месяца назад

      @@Bertuzz84The government pays for education? How do they finance that? Don’t you mean that each citizen pays it through the taxes that the government charges?

    • @Bertuzz84
      @Bertuzz84 3 месяца назад

      @@skylady64ish93 Yes, but the beauty is that it's spread out through everyone. So it's not on all on your shoulders in the form of debt when you start your adult life.

  • @OscarSchneegans
    @OscarSchneegans 4 месяца назад +1

    Can you imagine if someone made Dave the Secretary of the Treasury?

  • @mycaddigo
    @mycaddigo Год назад +1

    I think this totally depends on interest rate ….
    You got a 2.5-5.5% interest rate …….. hold onto that forever ,…,,

  • @bruno123oliveira4
    @bruno123oliveira4 Год назад +1

    If you are a controlled person and has a 2.8 percentage mortgage rate. Please don't follow it and pay your house. Even if you let the money site on a high yield interest account you will make more than the interest rate you are paying+ the interest rate you pay is tax deductible. If you spend any money you see or if you have a high interest mortgage then you may be better off following their advice.

  • @jimmymcgill6778
    @jimmymcgill6778 Год назад +1

    It goes according to when they are moving.

  • @sfcd4757
    @sfcd4757 5 месяцев назад

    Question for the group as im thinking i can get a quick answer.
    I have a 30 year. (4%)
    I have about 120k left.
    I keep hearing make principal payments only. However, how do you do that exactly? I use Bill Pay from my bank online and it send them a check and i see on my loan breakdown X goes to principal and XXXX goes to interest. Do banks allow you to just make principal payments? I have 100k cash available and will have more by December so i will have enough to pay the balance but im not sure on the finer details (penalties for paying off early or how any of that works).

  • @mikeb1613
    @mikeb1613 Год назад +4

    What if your savings account interest rate is higher than your mortgage interest rate? High interest accounts now are making 5% without assuming any risk (beyond bank crashes, which are insured)

    • @thedopplereffect00
      @thedopplereffect00 Год назад

      Dave would rather you lose $5,000/yr in interest income so he doesn't have to print new books

    • @blackworldtraveler3711
      @blackworldtraveler3711 Год назад

      @@thedopplereffect00
      Dave has a lot of power over some of you and don't even know it.

    • @mikeb1613
      @mikeb1613 Год назад

      @@thedopplereffect00 I'm not really seeing the connection here. Either way, it's leaving money on the table if you don't take advantage of low risk/high interest, but instead use it to pay off a low interest debt.

  • @khodges6653
    @khodges6653 Год назад

    Jade. I see that beat face lady! She was a great addition!

  • @ericr2zz
    @ericr2zz Год назад +11

    The question was never asked, "What is the interest rate on your mortgage". If the mortgage is low, say 2%, and he can make 4%-5% in interest in a money mutual fund, then it makes sense to keep the money in a money market mutual fund. However, if the mortgage is much higher, their advice is good.

    • @cathyvictorvaldivia4530
      @cathyvictorvaldivia4530 Год назад +4

      Yes. I do that, and part of my mortgage is paid by my home business. And I get 5k a year cash back from my credit cards.

    • @davidsteckley8846
      @davidsteckley8846 Год назад

      @@cathyvictorvaldivia4530Dave hates credit cards. I use my Apple Card daily, Apple Cash back goes to the Apple savings. Yes theirs better out there. But ease of use, customer service. The card is pif weekly

    • @lolwtnick4362
      @lolwtnick4362 Год назад +2

      nope. funds aren't guaranteed, mortgage interest is.

    • @hardeez1
      @hardeez1 Год назад

      ​@@lolwtnick4362 you could get a lot more than 2 or 3% on a simple money market or CD. Don't have to go into stocks or index funds.

  • @fhuber7507
    @fhuber7507 Год назад

    50-50 on a 2 year plan to move. I like the sizeable down cash to close on new, sell old and then dump the sale of old into the new.
    How disciplined are they? If they are staying on task to save the down payment, there's not enough difference in interest saved on the mortgage vs interest earned in the bank to really care on the math side.

  • @fsm12385
    @fsm12385 Год назад +1

    Pay it off , save the payment you would have payed the bank , Peace of Mind is valuable

  • @garrettholtz8379
    @garrettholtz8379 Год назад +4

    Does the interest rate play into this? I have 2.25% on my mortgage (about $80,000 left), and I am getting over 4% on my high interest savings. Is my $25,000 in savings doing more for me than if I put it on the mortgage?

    • @hardeez1
      @hardeez1 Год назад

      I agree with your plan. I'm doing the same.

    • @damondiehl5637
      @damondiehl5637 Год назад

      From a strictly numbers perspective, you are ahead by investing your extra money instead of paying off the mortgage. But Dave advocates for financial peace, and a big part of that is not being in debt.

    • @danielpa0415
      @danielpa0415 Год назад

      I have the same question. How much interest will you earn in 1 year on that high interest savings account ?
      How much interest are you paying in that same year on the mortgage ?

    • @danielpa0415
      @danielpa0415 Год назад +1

      Say I have 25k at 4.5% on a High yield savings account. Over one year i will earn about $1,125….. in that same year I will be paying about $4800 of Interest alone on the mortgage. So to me the savings account doesn’t even keep up with the interest on the mortgage (4%)

    • @damondiehl5637
      @damondiehl5637 Год назад

      @@danielpa0415 Assuming a 30-year, $200,000 mortgage that is down to about $80,000, he would pay something like $1800 to interest, and the high yield savings would pay a little over $1000 in interest.

  • @anniejames2892
    @anniejames2892 Год назад

    Yes you are right

  • @commader620
    @commader620 Год назад

    Paying off your feels like you don’t have any money but you do, it’s in the equity. This only matters if your planning to sell you house. What if you have no intentions to seek your house.

  • @fsm12385
    @fsm12385 Год назад +1

    Pay the house off simple , pile it on and pay it off.

  • @frankyawopoku9728
    @frankyawopoku9728 Год назад

    Good Job💖

  • @Thehappybirder
    @Thehappybirder Год назад +4

    Well, my house loan is 3.25%, so I don’t plan on paying that off anytime soon.

    • @lolwtnick4362
      @lolwtnick4362 Год назад

      thats fine. you can pay 1 1/2 times on your home then.

    • @angpen21
      @angpen21 Год назад

      The low interest rate sounds good, but watch out for how much of your payment is going to interest vs principal.
      It's the subtle things that can go unseen if it's not carefully observed.

  • @t3morga
    @t3morga Год назад +15

    More mortgage you pay off.....the less interest the bank is able to earn off of you

  • @billymccarthy8703
    @billymccarthy8703 3 месяца назад

    I am 69 years old. My house payments are $900 a month I owe 84,000 on the house net income is 60,000 a year. How’s the best way to pay it off? I have no debt other than my house.?

  • @benprishtina153
    @benprishtina153 Год назад +2

    not true, I paid extra on 401K loan and paid it off, fast. In the fidelity website, there was an option to make extra payments, in which I did, in addition to the automatic payments coming from my paycheck. This happened to me in 2020, when I was still bad with money, please don't take out 401K loans, and if you did, pay them off quick, both interest and principal go to you, however the longer the loan sits there, the more your future self will hurt.