2008 Diet and Investment Plan

Posted on January 10th, 2008 by Will Marre.
Categories: Education, Lifestyle, Career, ADP Diary.

There is nothing you can buy that is worth the price of peace of mind. If you want a dream life, live in a place you can afford, working at a career you love, now. Not twenty years from now.

Last August I wrote about the upcoming “financial winter.” Well, it’s evidently arrived. Suddenly everyone is talking about inflation, job losses, foreclosures, and a drop in consumer spending. This is a big deal. The ratio of household debt to income is now 130%. Fifteen years ago it was 80%. Gulp. In my view, all of this was avoidable, but when we have policies that promote endless borrowing and buying instead of producing and saving, we’re bound to be hit by a blizzard of woe. A consumer economy simply creates a culture of dependence, a producer economy a culture of self-sufficiency. So why not create your own economic world in 2008? One that is largely self-sufficient and independent of the hand-wringing whining of policy makers.

Here’s how I think about it. Get on a healthy financial diet. Financial adviser Ann Morosy (http://www.moneta.com.au) says your fixed costs (mortgage or rent, credit card, car, and personal loan payments, insurance, taxes, etc.) ought to be no more than 40% of your income. Variable expenses (food, clothing, cell-phone, gas, repairs, etc.) ought to be no more than 30%. Fun expenses (vacations, entertainment, presents, jewelry, etc.) ought not to exceed 20%. And savings, 10%. Sounds great, right? But in our consumer economy an increasing number of people pay nearly 50% of their income to housing related costs alone! Throw in gas and medical insurance, and it seems hopeless. That’s exactly what many forces in our economy would like you to do. Surrender to the inevitable. It’s called debt slavery. Wait for 100-year mortgages. It will be part of the “solution” to our mortgage crisis. The idea is like modern sharecropping. All your work will go to pay minimum payments on debt that never disappears. Live different.

The first part of the solution is a healthy financial diet. Get serious about reducing variable and fun expenses to pay down fixed expenses. Be aggressive, steady, and consistent. But even then your financial mountain may seem too huge to save your way to sanity. If that’s true, invest in yourself. That’s right; your best investment is usually in the economic opportunity you have the most control over. That’s you. That’s where the second part of the solution comes in.

Invest in your own earning power. In today’s global workplace you really have no choice but to become an expert at something. It should be something that you’re naturally good at and that holds your interest. It could be nearly anything from being a bookkeeper, tailor, sales person, project manager, and dog groomer. It doesn’t matter much what you choose if you are absolutely great at it. Even in depressions there is a wealthy class that will pay for the great, the unique, and the dependable. When I say expert, I am not saying merely good; I mean you devote yourself to excellence. To be great requires intelligent effort. The formula is learn-do-teach. Be an eager student of your interests and a constant developer of your gifts. Never settle for a final plateau. Next, be excellent on the doing. And finally, teach others what you know. Write, blog, lecture, publish—just tell the world. It doesn’t matter what it is; there is always room at the top of any profession. Hey, the world still needs cowboys. Ty Murray makes millions being a rodeo star. The world also needs train engineers, nannies, diesel mechanics, and copywriters. And the people who are great and dependable at nearly all of these jobs often make close or better than $100,000 a year. (Yes, even world-class nannies. And if you’re already making $100 K but are still broke, don’t despair. My experience is that nearly anyone can triple their income if they are willing to become a truly amazing expert and be dependable.)

The point is it’s easy to get derailed by stress when gas is $5 bucks a gallon and politicians are calling for bailouts for this and that. But don’t be distracted. No one is going to bail us out. At best they can help change economic and trade policy to foster a production economy instead of a consumer one. And that’s what we need to do with our personal economy. Become a producer of your maximum value. And don’t waste money on stuff whose true cost is your own piece of mind.

To visit American Dream Project’s home page, click here.

6 comments.

Ron Scott
Comment on January 11th, 2008.

Will,

I enjoy reading your blog and generally agree with the content. For instance, I agree that we need cowboys. However, I am not sure I would have used Ty Murray as an example. I have a problem with a cowboy making any amount of money, let alone $1,000,000.00, by mounting a bull and digging cold, steel spurs into its sides. As you say, it is something he loves to do and he does it well, but that does not make it right. In my opinion, this is an antiquated practice that needs to be abolished. Most of your blogs contain information for the betterment of our society, which I am all for. But not at the expense of our humanity. The recent Michael Vick case is still fresh in our minds. Let’s do all the things you pointed out in this blog to get America back on track, but let’s do it humanely. That gives me peace of mind.

Keep the blogs coming,they are interesting.

Respectfully,

Comment on January 11th, 2008.

Those of you who follow my rants know that I hate debt. Debt is dumb and
cash is king! In the past, I have ranted about the use of cash, avoiding
debt at all cost and cutting up those shackles in your wallet called credit
cards.

Some of you have really fought me on this issue. (By the way I love the
intellectual sparring!)

We’ve bought into the notion in this country that our FICO score is the
measure of the person. We believe we should work hard to increase our credit
scores by any means necessary. Can you say dumb? This, to me, is one of the
stupidest financial moves you can make.

Unfair Isaac Corporation (abbreviated FICO) has recently updated its recipe
for cooking up your credit score. If it’s the Holy Grail of Money, then why
did they need to change the recipe? According to Unfair Isaac, the new
system will reduce default rates on consumer credit by up to 15%. In other
words, they will be able to predict, with up to 15% better accuracy, whether
you can pay for what you are trying to buy.

Well I know a way of predicting whether you can pay for something with 100%
accuracy. You want to hear it? Per my fancy calculations, using all the
calculus and differential equations I know, if you don’t have the money in
the bank - you can’t pay for it!

I can hear you whining now. But what about stuff you don’t have all the cash
for like a car or a house.

I’m glad you brought that up. People pay cash for cars every day and so
could you. Of course they may not be driving a 2008 Hummer but if you don’t
have the $65,000 it cost, it might be a strong clue that you shouldn’t buy
one.

I can see needing credit to purchase a home. There is a process called
manual underwriting where banks/lenders look that a myriad of factors and
make a decision of your credit worthiness. Credit score is just one of those
factors.

Student loans generally don’t look at credit as long as they are federally
guaranteed.

Yes, a few companies use credit scores in hiring decisions. Yes, your FICO
score can affect your insurance rates. However, can you justify
“purposefully” getting into debt just to improve your credit score?

Everything that goes into the score is a function of debt. Hence, the only
way to improve it is to take on and manage more debt. Theoretically, if you
paid for everything with cash, your FICO would be 0! Talk about bad credit!
See http://www.myfico.com/CreditEducation/

Think on this. If someone put $1,000,000.00 in your bank account today, how
would your credit score change? It wouldn’t!!! Needless to say, your
lifestyle probably would.

The primary focus of your “financial thought process” should be about
building and protecting wealth. Wealth is the difference between your assets
and what you owe. The more you owe the lower your wealth, compared to what
it could be.

Ironically though, the only way to establish and build your Unfair Isaac
(FICO) score is to tirelessly chase and hopefully juggle (manage) more debt.

Happy juggling… I mean managing… your FICO score in 08.

Just my 20 cents!

Liselle
Comment on January 11th, 2008.

Will, I just started to wake from my hibernation and WOW! I read your latest and boy you are on point. I am working three jobs not including being a single parent of one. I have a legal career (or does it have me?), while working a home based business(future seeds) while also providing bookkeeping duties for my partner’s business to make ends meet. Is the age of multitasking or what? And, what is retirement? Can someone really explain this urban legend to me?

Keep stiring the pot with your thoughts, I know it keeps me on my toes.

Thanks.

Comment on January 11th, 2008.

Excellent points, Will. I’m currently very worried about the falling value of the dollar and, consequently, the falling value of my savings. Seems like even with the discipline of saving 10% of income, we’re still screwed by the credit encouraging acts of the Federal Reserve and other factors of inflation. How do we protect ourselves from those influence beyond our control?

Gern
Comment on January 11th, 2008.

Although stopping our own credit abuse a core issue, another central issue is this: Why has productivity made quantum leaps yet wages pay for less and less a percentage of essentials. Two people must now work for essentials, whereas one did before. In addition to being kept debt slaves, we are also kept wage slaves, and the benefits of our productivity are kept by the rich. Two people working merely meant wages could be lowered such that both must work. Our economy is fine, but we gave tax breaks so wealth would “trickle down” and then the weatlhy asked why they should share their hard earned wealth with those who gave them the tax breaks to get there. What a scam, and 300 million people fell victim of it.

Comment on November 5th, 2008.

It has long been looking for this information, Thank you for your work.

Leave a Comment

Names and email addresses are required (email addresses aren't displayed), url's are optional.

Comments may contain the following xhtml tags:
<a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <code> <em> <i> <strike> <strong>