[HN Gopher] Personal finance experts don't get wealthy by follow...
       ___________________________________________________________________
        
       Personal finance experts don't get wealthy by following their own
       advice
        
       Author : jrwan
       Score  : 199 points
       Date   : 2021-08-29 15:10 UTC (7 hours ago)
        
 (HTM) web link (larryludwig.com)
 (TXT) w3m dump (larryludwig.com)
        
       | whoomp12342 wrote:
       | can I point out that the person writing this article is making
       | money by pointing you to their "how to make money" article, which
       | is pretty much the exact thing they warn you about?
        
       | dragontamer wrote:
       | I dunno who his target audience is, but I assume that the
       | majority around here are computer programmers with anywhere from
       | $70k/year single income to maybe $500k/year dual income ?
       | 
       | Financial advice in general sucks. But when we get into the
       | specifics... such as any say $150k/year programmer or higher, the
       | generic financial advice of 6 months saving + max out 401k plan
       | works.
       | 
       | -------
       | 
       | The plan for people at average, 50k/year combined income is
       | closer to the go to college and get some skills that will launch
       | your career.
       | 
       | What I do find amusing is our collective inability to talk about
       | things that matter. Ex: the paycheck is the elephant in the room.
       | And even though it is brought up in this post, the paycheck
       | differences between families can lead to grossly different
       | experiences.
        
         | giantg2 wrote:
         | Yeah, but the audience of those financial gurus are the general
         | public. So sure, their advice might work for the top 5%, but
         | the rest of people will never "get rich" using that advice.
         | Even that top 5% could be better off if building passive
         | income, businesses, etc.
        
           | dragontamer wrote:
           | But the irony is that the generic advice actually applies to
           | the hacker news audience pretty well.
           | 
           | People reaching 100k/year or so single income should be able
           | to save comfortably. And a lot of programmers are on an
           | appropriate career path to get there in a few years
        
             | giantg2 wrote:
             | I wish that were true for me.
             | 
             | But I think you're missing the point. The advice for most
             | people (the target audience of the gurus) is wrong. It's
             | just a coincidence that this article is posted on HN and it
             | would be disingenuous to examine it from only this
             | position/context.
        
           | zhdc1 wrote:
           | > So sure, their advice might work for the top 5%, but the
           | rest of people will never "get rich" using that advice
           | 
           | The median household income in the United States is $79.9K.
           | Assuming that a family of four can live on $50K (including
           | taxes) in - most - locations, which is twice the poverty
           | limit, they can theoretically save $30K a year in a mix of
           | 401K, IRA, and general investment accounts.
           | 
           | This amount, if invested over thirty years with a 7.5% annual
           | return (which is lower than what the S&P has historically
           | returned by a fair amount), would give them a nest-egg of
           | $3M. If they only manage to save half of that amount, they
           | would still have $1.5M by retirement.
           | 
           | Now, this is a very feasible scenario for families in their
           | twenties to late thirties, which is why many of the names
           | mentioned in the article harp on the importance of investing
           | early. It doesn't work nearly as well once you reach that
           | point.
           | 
           | However, the opposite - not saving or investing, and having a
           | large amount of consumer debt - leads to significantly worse
           | outcomes.
        
             | giantg2 wrote:
             | "The median household income in the United States is
             | $79.9K. Assuming that a family of four can live on $50K
             | (including taxes) in - most - locations, ... "
             | 
             | I think the main problem here lies in assumption of the
             | distribution over the various locations. $50k+ in
             | Appalachia is good money and you might be able to save $30k
             | out of $80k. One would not be saving and investing in many
             | of the large cities and their suburbs (where more people
             | live).
             | 
             | One thing to note is that the $1.5M-3M is not inflation
             | adjusted and would be worth much less than it is today. It
             | will result in better outcomes, but it won't make people
             | rich, like many claim. $1.5M is just enough to keep a
             | couple out of poverty who will be retiring at 65 years old,
             | 35 years from now. This is especially true _if_ people live
             | longer and the cost of healthcare continues to increase
             | much faster than inflation.
             | 
             | "(which is lower than what the S&P has historically
             | returned by a fair amount)"
             | 
             | The next decade is supposed to be much lower. (Past
             | performance is not an indicator of future returns).
        
             | dragonwriter wrote:
             | > The median household income in the United States is
             | $79.9K.
             | 
             | No, its not, that's the median _family_ income, which only
             | counts groups of two or more people related by birth,
             | marriage, or adoption living in the same home, whereas
             | median family income includes single-member households and
             | those whose members have no family relation, and thus is
             | significantly lower, about $65K.
        
         | fossuser wrote:
         | The r/personalfinance and r/financialindependence subreddits
         | are quite good and even cover more exotic details like the
         | "mega back door roth" otherwise known as "after tax 401k
         | contribution in plan conversions to roth" (which can let you
         | add an additional 36k to a Roth IRA over the 6k limit each year
         | in addition to the normal 19.5k for a traditional 401k).
         | 
         | They're mostly bogleheads so are a little risk averse, but for
         | most that's probably the right move anyway.
        
           | sokoloff wrote:
           | In the overall distribution of risk-aversion, bogleheads are
           | more comfortable with risk than far too many savers. I've
           | seen too many of my parents' generation squander decades of
           | investment returns because of the idea that stocks are risky.
        
             | Spivak wrote:
             | I mean once you reach a certain age you really can't afford
             | to just hold on to your investments for a few decades
             | because of a financial downturn. That retirement money is
             | also most people's emergency medical fund which can and
             | does hit people in their 40s.
        
               | sokoloff wrote:
               | I'm not saying to put 100% of every liquid dollar you
               | have into the market, but in your 40s, I think it should
               | be the majority of your investment funds.
               | 
               | Boglehead advice agrees, with an explicit principle of
               | "Never bear too much or too little risk", suggesting
               | 30-40% bonds in your 40s and the rest in stocks.
               | 
               | I think more people underperform from being too risk-
               | averse than under-perform from having too much equity
               | exposure and having an unfortunate overlap of a large
               | expense and a downturn in the market.
        
               | spekcular wrote:
               | The book "Lifecycle Investing," by Yale professors
               | Nalebuff and Ayres, argues that a young person ought to
               | invest 100% or even more (via leverage) in stocks. (More
               | specifically, a young person with high future earning
               | potential, which probably includes many people here with
               | a career in tech.)
               | 
               | I'm fairly risk averse and don't totally believe their
               | leverage calculations. But it did convince me that any
               | non-negligible bond allocation is probably suboptimal.
        
               | ghaff wrote:
               | Even just a few years back, some top-rated corporate
               | bonds (e.g. Microsoft) weren't a bad investment--although
               | equities of course ended up doing much better. These
               | days? I'm not sure there's anything that's not one step
               | away from putting money under the mattress that makes
               | sense outside of equities.
        
             | lodonnell9213 wrote:
             | Not just parents generation, our generation. I don't play
             | the stock market, I'm not skilled enough for it, but I do
             | have a stocks/share ISA, but I'm also not against spending
             | money to make it. Many people I know will happily continue
             | to pay interest on an item, but have savings which is less
             | than the interest on credit. They have a 20% credit card vs
             | a 0.5% interest savings.
             | 
             | And little things like that can help in the long run.
        
               | andrepd wrote:
               | Buying a mutual fund is precisely not "playing the stock
               | market"
        
               | paulpauper wrote:
               | You don't have to be skilled. Just simple indexing will
               | beat most of thepros anyway. Most active managers lag the
               | market anyway.
        
           | giantg2 wrote:
           | $61.5k in yearly contributions is out of reach for most
           | people. I can't even max out my 401k due to high cost of
           | living (with a family) and mediocre income.
        
             | foogazi wrote:
             | TC?
             | 
             | You talk about maxing out your 401k, but have looked into
             | you maximizing your income to the be able to save more?
             | 
             | (Of course money is not the only important thing in your
             | life)
        
             | waynesonfire wrote:
             | i agree, mega backdoor seems to be a perk for staff / VP
             | level employees.
        
               | pbourke wrote:
               | No, those are called deferred comp plans and they're a
               | whole separate ballgame. MBDR is much more accessible to
               | your average six-figure earning employee.
        
               | giantg2 wrote:
               | There's also 403(b)
        
             | fossuser wrote:
             | Totally - it was more of an example of the quality of the
             | subreddits. If they're willing to get those details right
             | then they have the earlier steps really well established.
        
               | giantg2 wrote:
               | It's definitely high quality. I guess I'm just jaded
               | about being a loser.
        
               | topkai22 wrote:
               | You are contributing to a 401k and have a family. The two
               | data points you've revealed contra-indicate loser status.
        
           | ASinclair wrote:
           | > The r/personalfinance and r/financialindependence
           | subreddits are quite good and even cover more exotic details
           | 
           | The great thing is you can read the subreddits casually for
           | ~3 months and learn everything you need to know to autopilot
           | your financial plan for decades if you go the boglehead
           | route. After that you mostly need to pay attention to major
           | changes in tax law and entitlements.
           | 
           | I still read them all the time but I haven't learned anything
           | new in years.
        
             | opportune wrote:
             | That also makes them less useful than they could be because
             | they don't cover many advanced financial topics, like
             | managing taxes, investments besides "VTSAX and chill".
             | Everything is geared towards newbies.
             | 
             | There's much better advice on /r/fatfire in terms of more
             | advanced investing and tax stuff, but you have to sift
             | through a lot of not-so-humblebragging posts. There is so
             | much to learn outside of the "make a 100k-200k income and
             | put everything into three securities" even if you don't use
             | it. Real estate investing, entrepreneurship, angel
             | investing, trusts, different corp-types, estate planning,
             | etc.
        
         | pushrax wrote:
         | Owning a small slice of a business where you're employed can
         | also help make you rich if it grows a lot. In the tech world
         | there are probably more financially independent employees than
         | founders, because of the growth of some massive companies over
         | the last few decades and high salaries. Probably a different
         | story in the UHNW category though, very few employees can get
         | to that level.
        
           | Nasrudith wrote:
           | The obvious pitfall is that it is putting both your income
           | sources in the same basket. Unless you have sufficient
           | liquidatable savings that is a bit of a "flying jump kick" -
           | if it lands it works great, if it doesn't you are left
           | committed to a train wreck and pain will follow.
        
             | pushrax wrote:
             | Definitely true - usually you don't have a choice though
             | due to vesting schedules and/or illiquid markets pre IPO.
        
         | dheera wrote:
         | > max out 401k plan works
         | 
         | What are the advantages of 401k instead of say dumping it into
         | half-VOO half-crypto and making millions one way or another?
        
           | MattGaiser wrote:
           | A 401K is a box, not a specific investment. You can put
           | things like VOO in the box. Anything in the box is tax
           | advantaged however.
        
           | whateveracct wrote:
           | Tax advantages basically mean you make the dollars invested
           | inherently worth more
        
           | pushrax wrote:
           | The variance in potential outcomes of holding VOO is much,
           | much lower than the variance of holding crypto.
           | 
           | Buying VOO buys a share of the profits of the work of many
           | millions of people. It also speculates that other people will
           | continue to want to buy those profits.
           | 
           | Buying a token only speculates that more people will want to
           | buy that particular token. It's much harder to project that
           | people will continue to want it.
        
             | dheera wrote:
             | Oh yes. So that's why half-half.
        
               | pushrax wrote:
               | A risk parity approach would say more like 95% to 5%, but
               | that works too.
        
               | dheera wrote:
               | Oh sure, one half can be bigger than the other half.
        
           | zhdc1 wrote:
           | Tax deferment and stability.
        
       | paulpauper wrote:
       | Its not bs but its incomplete. Putting money in index funds has
       | proven to be a good way to grow wealth. Look at some of
       | thefatfire and related threads on reddit.. a lot of ppl have
       | amassed alot of wealth with indexing.
        
       | bdcravens wrote:
       | The biggest takeaway: it's easier to make money than it is to
       | save it, and stacking cash, rather than aggressive budgeting, is
       | the key to wealth.
        
         | Denvercoder9 wrote:
         | Isn't aggressive budgeting a way to be able to stack that cash?
        
           | bdcravens wrote:
           | Maybe (depends on your income and what expenses you currently
           | have). However for many, pouring that energy into an income-
           | creating task will create a larger amount.
        
         | cardosof wrote:
         | While I generally agree, I think for many people it's easier to
         | cut 10% of their annual spending instead of getting better
         | return rates or a salary raise.
        
           | anigbrowl wrote:
           | That's the sad thing though. While many people do spend their
           | way to poverty, personal finance people almost never seem to
           | address the question of how to negotiate/strategize to get
           | more money in the first place. A lot of people semi-
           | rationally conclude that the way to make money is to look
           | successful by driving a new vehicle, wearing nice clothes,
           | and 'fake it til you make it.'
        
           | bdcravens wrote:
           | For the readers of this forum, perhaps, but for the typical
           | person making $40-50k it maybe easier to get a side hustle.
        
         | PKop wrote:
         | It is "easier" for people that are capable of becoming
         | _wealthy_ to do so by making money and leveraging their skills
         | to accrue wealth not by hours worked.
         | 
         | It is unclear weather it is "easier" for everyone to do so, or
         | possible. And if not, whether they are better off not trying,
         | and instead saving and budgeting.
        
         | brundolf wrote:
         | It varies widely by person (some people are addicted to
         | spending money), and by career (bumping salary up by a few
         | percentage points is a lot harder in some industries than
         | others), which is part of the problem
        
           | bdcravens wrote:
           | I think there's a distinction between out of control spending
           | and someone with decent expenses. There definitely is no
           | shortage of those with all the streaming services and a new
           | iPhone every year, and less than $1000 in the bank, but I
           | think that's not the portrait the article was trying to
           | paint.
           | 
           | Additionally, the article does point out that you may need to
           | reevaluate your career and/or create a side hustle.
        
       | mjklin wrote:
       | > Six decades ago, Fred Schwed wrote a book called _Where Are the
       | Customers ' Yachts?_ The title came from a story about a visitor
       | in New York more than a century ago. After admiring yachts Wall
       | Street bought with money earned giving financial advice to
       | customers, he wondered where the customers' yachts were. Of
       | course, there were none. There is far more money in providing
       | financial advice than there is in receiving financial advice.
       | 
       | > The title is as relevant today as it was back then. There are
       | few industries that pay themselves so much for doing so little as
       | financial services.
       | 
       | https://www.fool.com/investing/general/2014/02/21/where-are-...
        
       | [deleted]
        
       | snarfy wrote:
       | Of course they don't. If you want to know how, sign up for my
       | seminar on personal finance. Hurry up, seats are running out
       | fast.
        
       | cascom wrote:
       | This guy seems to be conflating "how to get rich/create wealth"
       | with "how to not behave like a child financially". Basically only
       | four groups of people get richer 1) business owners, 2) people at
       | the apex of a profession (professional sports/media/actors,
       | partners at banks/law firms/consultancies, etc. 3) a subset of
       | investors (this is where some FIRE types focus). 4) inherit/marry
       | wealth
       | 
       | Most personal financial advice is not focused on getting rich,
       | it's how to improve your financial health.
        
       | magneticnorth wrote:
       | A lot of these points are reasons why I like the Mr Money
       | Mustache approach to financial independence.
       | 
       | You can be "rich" by having the freedom to spend your time on
       | what you want, and appreciating the cornucopia of luxuries that
       | make up a typical American middle class life.
       | 
       | You can get there by living (happily!) on a lot less than 100% of
       | what you make, and saving the rest. With some simplifying
       | assumptions about investment returns, the actual dollar amount a
       | person makes doesn't matter; it's just the fraction of their net
       | income that they need to maintain their lifestyle that informs
       | how long until retirement. E.g. if you can save 50% of your
       | income, you can retire in 17 years.
       | https://www.mrmoneymustache.com/2012/01/13/the-shockingly-si...
        
       | ball_of_lint wrote:
       | I consider myself rich, I work for someone else, and I don't have
       | a side hustle.
       | 
       | I read Mr. Money Mustache's blog frequently when I was young; he
       | has an important addition to what many of the mainstream personal
       | finance books address. Being rich is more about freedom and
       | personal happiness than it is having a lot of money. For many
       | people, adjusting to slightly less nice but more affordable
       | things is significantly easier than increasing their income by
       | that same amount. Furthermore, every dollar you adjust to not
       | needing is better than adding income - it compounds even faster
       | because it goes into retirement with you and reduces your target
       | savings amount.
       | 
       | But, going back to the post there are a _lot_ of people in the US
       | and around the world that don't have the income required to have
       | any sort of savings, even after adjusting down their lifestyle.
       | This is a systemic but tractable problem. The solution isn't "get
       | a side hustle" it's "the full time minimum wage should support a
       | reasonable life".
        
         | foogazi wrote:
         | > The solution isn't "get a side hustle" it's "the full time
         | minimum wage should support a reasonable life".
         | 
         | Ugh I saw you getting close and then miss it
         | 
         | Why would you think the solution to the savings problem is
         | _minimum_ wage?
         | 
         | When is the minimum ever good enough? Frustrating how not
         | enough people talk about increasing income way beyond the
         | minimum
        
       | politelemon wrote:
       | For those of you in the UK, this flowchart has been particularly
       | useful in terms of safely managing debt and growing wealth.
       | 
       | https://ukpersonal.finance/
       | 
       | The mods tend to update it regularly in line with changing
       | economic conditions and laws etc.
        
       | fallingknife wrote:
       | > The average person: Has a salary of $49k Doesn't have enough in
       | emergency savings --19% of Americans have $0 and 31% have less
       | than $500 saved Spends 56% on their food budget Has over $5,700
       | in credit card debt with a 17.89% interest rate Has only $150k in
       | savings by retirement Relies on Social Security to fund most of
       | their retirement
       | 
       | Even in a high tax state, a single taxpayer with a 49K salary
       | takes home about $40K. So you're telling me that this taxpayer
       | spends $22.4K on food? That's $61 / day! Also, the median net
       | worth in the US is about $120K, but this guy is telling us that
       | 50% of Americans only have $500 in savings? What a load of
       | bullshit!
        
       | logicalmonster wrote:
       | I think this is a pretty good article, though I'd think that most
       | financial gurus aren't trying to lie, they're just trying to give
       | advice that's feasible for a mass audience to try and learn.
       | 
       | To give an example; the article mentions Dave Ramsey talking down
       | to his callers and giving generic advice such as cutting up your
       | credit cards. I don't follow Ramsey too closely and can't read
       | his mind, but I'd bet he's optimizing his advice for the least
       | common denominator within a mass audience of financially troubled
       | people. A small percentage of financially desperate people would
       | hear great advice about credit cards (only use cards to buy stuff
       | you have 100% of the cash for, and pay them back instantly to get
       | some cash and rewards back) and not internalize that as something
       | like (it's okay to keep using my card because I'm getting money
       | back as long as I try and pay my bill every month). For a mass
       | audience, the safest advice on credit cards that might make an
       | impact is to just tell everybody with a financial problem to stop
       | using them. On an individual level, a financial expert can
       | probably give better advice that's more suitable.
       | 
       | If I had to give 1 bit of general financial advice though:
       | develop your talent stack. It doesn't matter if it's learning a
       | new programming language, wood-working, learning to fix cars or
       | toilets, taking a foreign language class, learning how to paint,
       | or growing a great garden. If you have multiple skills you have
       | more opportunities to make money as well as combining those
       | skills in unique ways to create new business ideas and concepts.
       | And baring some health issue, nobody can ever take a skill away
       | from you.
        
         | JamesBarney wrote:
         | > develop your talent stack. It doesn't matter if...
         | 
         | I think its 100% matters which talent you pick. Some will on
         | average pay out 1000x over others.
        
           | tonyedgecombe wrote:
           | I think logicalmonster is suggesting a much wider spectrum
           | than just careers. There are so many everyday jobs that our
           | grandparents did without a second thought that we have
           | surrendered to specialists.
        
           | jacquesm wrote:
           | In the long run, you should just keep adding talents. So yes,
           | you may end up adding a couple of 'duds', but you'd surprised
           | how many of these initial duds turn out to have substantial
           | value in the long run.
        
           | meowkit wrote:
           | Work to live. Doesn't matter if you make 10x, 100x, or even a
           | 1000x more over a lifetime if you're miserable doing that
           | job.
        
             | ericmcer wrote:
             | Everyone I know who has chose a career based on passion has
             | grown to view it as work eventually, they still enjoy parts
             | of it but monetizing something you love and doing it 40+
             | hours a week turns it into work. I have friends who loved
             | animation/art but actually working for a gaming company
             | ended up being miserable. And 1000x would mean I could work
             | for 1 month and make ~85 years of income so... I would be
             | fine with that lol.
        
               | paraph1n wrote:
               | I love programming. Always have. Been doing it since I
               | was 10 years old. It was my dream to do it for a living,
               | even before I realized that it pays well too!
               | 
               | But sadly, you're right. My 40 hr/week engineering job in
               | big tech is miserable.
               | 
               | I still code for fun/passion in my free time. But I cry
               | on the inside every time I think about how much of my
               | time and mental energy gets wasted at my day job.
               | 
               | I hope that either (A) I am able to retire young, or (B)
               | I find the mythical coding job that I can actually enjoy.
               | 
               | Sadly, neither (A) nor (B) seems likely to happen.
        
         | zhdc1 wrote:
         | > If I had to give 1 bit of general financial advice though:
         | develop your talent stack.
         | 
         | This is crucial, but having a relatively high savings /
         | investing rate is as important.
         | 
         | > And baring some health issue, nobody can ever take a skill
         | away from you.
         | 
         | Time absolutely can. Even someone in a sedentary job in a field
         | where their expertise won't necessarily become outdated will
         | eventually have to hang up their cleats for one reason or
         | another.
        
           | larryludwig wrote:
           | Talent stacking (as Scott Adams coined it) I highly
           | recommended even if you don't own a business. I mentioned
           | this in another blog post.
        
         | jacquesm wrote:
         | > If I had to give 1 bit of general financial advice though:
         | develop your talent stack. It doesn't matter if it's learning a
         | new programming language, wood-working, learning to fix cars or
         | toilets, taking a foreign language class, learning how to
         | paint, or growing a great garden. If you have multiple skills
         | you have more opportunities to make money as well as combining
         | those skills in unique ways to create new business ideas and
         | concepts.
         | 
         | Seconded. When you are wasting time you might as well develop
         | your skills. Fortunes are to be found on the intersection of
         | almost any two skills, if you can add more to the pile you are
         | adding more chances for capturing that value.
        
       | oakfr wrote:
       | You'll never get rich unless you start a business. Oh by the way,
       | lucky you, I happen to be selling tips for making millions off a
       | blog (just click this sponsored link. I made $6M with mine, I
       | swear).
       | 
       | Seriously, since when did HN decide to sponsor this kind of self-
       | interested clickbait?
        
         | jdlshore wrote:
         | Exactly. This is a terrible article that's designed to prey on
         | people's FOMO. The basic financial advice he derides _is_ solid
         | advice. Do that first. Starting a business is very hard and
         | often fails.
        
       | SerLava wrote:
       | APFEAL.
       | 
       | Especially finance advice given to low-income people is just
       | horrible. Like starting a savings account is a great way to lose
       | all your money to fees when you need to withdraw everything in an
       | emergency.
        
       | astura wrote:
       | >Dave Ramsey down-talks to his callers as if they were petulant
       | children and tells you to cut up your credit cards. Dave says
       | they are the work of the devil and you aren't mature enough to
       | use them. Except we used our cards to make $3,624 in spendable
       | cash last year, all while paying zero in interest -- because we
       | paid the cards off in full each month.
       | 
       | The big thing you have to know about Dave Ramsey is he has a
       | biblical approach to debt, not practical. God says debt is bad so
       | it should be avoided.
       | 
       | This leads to some odd advice.
       | 
       | Dave advocates working as much as possible during college to
       | avoid student loans but neglects that, in the aggregate, the more
       | hours a student works the poorer their grades and the less likely
       | they will graduate.
       | 
       | He also advocates stopping 401k contributions until you're out of
       | debt (because he believes debt is evil). That's almost never a
       | great move financially if your employer has a decent 401k match.
       | A better idea is to drop anything above the match until high
       | interest debt is paid off.
       | 
       | His advice is very one sized fits all and he does have a point
       | that many people can't control themselves with debt.
       | 
       | I'm really not a fan of the way he talks to his callers calling
       | them stupid either, especially when he doesn't realize he doesn't
       | really understand his caller's situation. He got super
       | belligerent with a woman who didn't know exactly her husband's
       | pay (who was a servicemember) and basically said she needed a
       | marriage counselor because she didn't have an exact figure. (She
       | said "around $xyz") But it seems he doesn't understand a
       | significant portion comes in the form of several different
       | allowances that are tax free and change based on their current
       | orders, POC, and rank, so it's totally normal to have a non-
       | precise figure off the ttopof your head.
        
         | foogazi wrote:
         | I think there's a place for Dave Ramsey's advice. I don't care
         | for the religious stuff- but the advice is solid to get out of
         | debt
         | 
         | He mostly talks to people that don't realize the stranglehold
         | debt has on them.
         | 
         | The first step is to acknowledge the problem
        
           | astura wrote:
           | Yeah, there probably is.
           | 
           | I just don't know that people really understand that his view
           | of finance is biblical based rather than empirical based and
           | advice is extremely one sized fits all.
           | 
           | At the same time it is the kick in the ass that already well-
           | to-do-people with too many Lexusus who are deep in debt
           | probably need. People who don't have much income? Not sure
           | what they are going to get from Ramsey other than shame.
           | 
           | For me, the best thing I ever did in my life was take out
           | loans to live while in college so that I could devote 100% of
           | my time to my studies. It's the only way I would be able to
           | graduate, and I'm glad I didn't worship the altar of Dave
           | Ramsey at the time because I didn't need extra stress or
           | guilt.
        
       | PKop wrote:
       | Part of the discussion should be, can the 'masses' "Generate
       | income not based on hours worked", "Minimize taxes", and
       | "Leverage time and debt to become wealthy like the personal-
       | finance gurus themselves did?"... in other words, is becoming
       | wealthy possible?
       | 
       | It is worth being honest about the false hope these authors are
       | peddling about "becoming wealthy", instead of what they are
       | really advising which is, to become above average / not poor. It
       | is ultimately good advice for most while the crux of the issue is
       | pretending everyone in America is a millionaire waiting to
       | happen.
       | 
       | I would add that much of the sensible advice provided by these
       | types of authors is not taught in public schools as a basic
       | necessity of general education.
        
         | californical wrote:
         | Definitely not everyone, but most people in America can become
         | millionaires (inflation adjusted) within their lifetimes.
         | 
         | Saving $100 per week should be possible for most households
         | today. $100 per week over 40 years with an 8% return is $1.3m.
         | 
         | If you think the market will be slower in the future, or higher
         | inflation, or whatever, use the absurdly conservative 6% and
         | it'll take 50 years instead of 40.
         | 
         | Add in the possibility of home ownership giving an additional
         | asset to add to the net worth over the investing lifetime,
         | giving an extra few hundred thousand... and in forty years from
         | now, we're well over $1m in assets, easy.
         | 
         | Getting $100/week might seem daunting, but that's less than 10%
         | of the median household income -- totally within reach of a
         | majority of people with some small changes.
        
           | carnitine wrote:
           | The problem isn't that inflation will erode the return
           | percentage, but that it will erode the value. $1.3m in 40
           | years really doesn't sound like that much money.
        
             | californical wrote:
             | It's enough money to pay for perpetual retirement -- it
             | would provide an inflation-adjusted $50k per year
             | indefinitely, which is what that median-earner was making.
             | So $1.3m is enough to never need to work, and that doesn't
             | include social security.
             | 
             | Throw in that extra $15-20k per year from SS and you're
             | living a pretty wealthy life (especially if you've managed
             | to pay off a house during your life, so no mortgage.
             | Otherwise just put $300k of the 1.3 to pay cash for a
             | house. Having no mortgage makes your money go even further,
             | and you'll be rolling in money.)
        
           | [deleted]
        
         | sokoloff wrote:
         | While not everyone's household has a practical probability to
         | become a millionaire household, I think a quarter of them could
         | without inordinate difficulty (around 10% already have and some
         | of the 90% are well on their way, but are younger households
         | and so have time and growth ahead of them)
        
         | giantg2 wrote:
         | I think an even deeper question is, is it possible for the
         | masses to get rich and what would the macroeconomics look like?
         | I would think competition and resource scarcity would prevent
         | this.
        
           | Nasrudith wrote:
           | There is also a distinction I have seen ignored - everybody
           | (any individual) vs everybody (all individuals).
           | 
           | Take a group of randomly selected non-rich people 1 to N and
           | assume you have a "dart board" of varied strategies and their
           | return in this iteration. Take the normal distribution over
           | time and the outliers at the right end of the bell curve you
           | will find that some will become rich in the proper flux.
           | 
           | You can't all just throw them at the same spot and get an
           | absurd economic yield. It would in the end regress to both a
           | standard distribution and the mean.
           | 
           | Competition mostly diminishes the returns in a given
           | investment faster. The price differentials close through the
           | generation of profit and fulfillment of demand. You are being
           | paid to be a servant of entropy lowering things to their base
           | state. This isn't a bad thing but one specific plan will not
           | last forever.
           | 
           | Resource scarcity is weirdly peripheral to all of it and how
           | you define rich in absolutes vs relative.
        
           | californical wrote:
           | It's not scientific, but MMM has an article on this that was
           | insightful in how society could change for the better as a
           | result:
           | 
           | https://www.mrmoneymustache.com/2012/04/09/what-if-
           | everyone-...
        
             | giantg2 wrote:
             | Did I miss it or did they not cover the effects of the easy
             | money they talk about for loans? If the availability of the
             | money is increased, usually you will get much lower
             | returns. Not to mention, much of the market is built on
             | speculation and this increased money is not actually going
             | to companies on the stock market (because most of us don't
             | have access to private equity).
             | 
             | I do understand and agree with the part about increased
             | productivity (decreased scarcity and cost) raising quality
             | of life. I just don't see that applying to everyone equally
             | (companies will keep some of that cost decrease as profit
             | and return some to investors but not everyone can afford to
             | be investors). I think there are a lot of finer points the
             | article glosses over, especially around inefficiencies. And
             | of course this is far from a settled topic as there are
             | many economists debating this sort of thing.
        
           | MattGaiser wrote:
           | I would argue that middle class today is a lot richer than 50
           | years ago. Larger average homes. More cars. More trips.
           | Better healthcare. Food is cheaper as a percentage of income.
        
             | giantg2 wrote:
             | The middle class has also shrunk, right?
             | 
             | Those advances are adjustments in quality of living driven
             | by efficiencies in manufacturing, etc. This would be more
             | on the resource scarcity side and less on the rich/income
             | side. I would exclude food as an indicator since that is
             | heavily subsidized. Healthcare has also increased
             | substantially as a percentage of income.
        
               | PeterisP wrote:
               | The global middle class has grown but the USA middle
               | class has shrunk due to some rebalancing/equalization
               | with other countries.
        
               | giantg2 wrote:
               | Yeah, that rebalancing and equalizing was what I was
               | mostly the effect I was wondering about or getting at.
        
           | bbarnett wrote:
           | If the masses got rich, inflation would set a new baseline.
           | In short, if everyone is rich, no one is ... it's just normal
           | wealth.
        
             | cma wrote:
             | But due to diminishing marginal utility of wealth, a more
             | flat baseline like this scenario would still make everyone
             | far more rich on average.
        
             | giantg2 wrote:
             | Exactly what I was getting at.
        
               | bbarnett wrote:
               | Yes, but laying it out can help the point.
        
           | leetcrew wrote:
           | it depends what counts as "rich". I can imagine a world where
           | everyone has a structurally sound shelter, maybe even a large
           | one. I can't imagine a world where everyone lives in a
           | penthouse apartment overlooking central park (without killing
           | billions of people first).
        
       | ng12 wrote:
       | Personal finance is NOT about getting rich. It's about building a
       | nest egg for retirement. The whole premise of this article is
       | bunk.
        
       | pbourke wrote:
       | > You'll NEVER get rich by working for someone else
       | 
       | Counterpoint: I know many people who have done just that. If you
       | want to define "rich" as hundreds of millions of dollars, sure -
       | start your own business. Otherwise, a few million and retiring
       | before age 50 is a pretty good outcome and I have seen multiple
       | software engineers do that, even before the most recent explosion
       | in compensation.
        
       | [deleted]
        
       | BooneJS wrote:
       | Can I apply this article to the theme of the site? You'll never
       | get rich by joining a startup. Founders and investors have too
       | much control writing the rules and making the decisions. Everyone
       | hates bureaucratic institutions but the alternative with a
       | startup is an oligarchy consisting of (often) inexperienced
       | people playing the role for the first time. Even bad exits favor
       | the founders over the employees.
        
       | brighton36 wrote:
       | Average People require average advice. Above average people can
       | figure it out on their own. This piece is fine and good, and I
       | appreciate that it was written. I agree with its thesis.
        
         | PKop wrote:
         | I agree with this. Not everyone can be above average and not
         | everyone should pursue self-employment, passive income and
         | leveraging debt to grow wealth. For many many people lessons on
         | saving and budgeting are the best course of action.
        
       | dtjohnnymonkey wrote:
       | This is a mischaracterization of Ramit Sethi's class. I've taken
       | it and it's the opposite of what the article claiming. It focuses
       | on helping you build your business and income streams.
        
         | foogazi wrote:
         | Yeah, I read IWTYTBR back when it came out and even then he
         | stressed how skipping the latte was not enough: you had to
         | increase your income + assets
        
         | amarghose wrote:
         | Came here to say this. The author lost all credibility with me
         | when including Ramit in the list as if he's actually paid any
         | attention at all to what IWT says he'd realize that Ramit could
         | have written the article he just published (and they would have
         | been similarly condescending tones)
        
         | FabHK wrote:
         | Agreed. I haven't taken this class, but Ramit disparages the
         | "skip a cappuccino a day and become rich" nonsense explicitly.
        
       | jandrewrogers wrote:
       | There are three levers for increasing wealth: increase savings
       | rate, increase income, increase rate of return. For the average
       | person, these are listed in order of difficulty, hence why most
       | personal finance advice starts with increasing your savings rate.
       | 
       | Owning a small business is a _chance_ at increasing rate of
       | return. That 's playing personal finance on hard mode for the
       | average person. If you are risk averse, you'll be much better
       | served focusing on increasing your savings rate and income.
        
         | sokoloff wrote:
         | I think there's a large subset of the population who is in
         | savings and checking accounts (often with meaningful amounts of
         | money that sit there for a long time) who could trivially
         | easily increase their rate of return by buying VTSAX with a
         | portion of those funds.
        
           | jandrewrogers wrote:
           | That is a fair point. I was assuming a VTSAX-like return as
           | the default low-effort path but many people don't even do
           | that.
        
       | brk wrote:
       | I think most financial advisors target people with no impulse
       | control, spending the bulk of their income each month, with a
       | measurable part of it on non-essentials.
       | 
       | Those kinds of people can budget to some version of wealth
       | (especially when you consider the median net worth of their peers
       | is most likely only barely a positive number).
       | 
       | To get into "real" money (5+ million dollars in savings?), then
       | you can't budget yourself to riches if you simply do not have the
       | gross income, and time horizon for some amount of compounding
       | interest. The financial advisors in this bracket are usually not
       | telling you what to save vs. spend, but instead more commonly
       | discussing investment diversification strategies, ways to
       | (legally) avoid or defer taxes, etc.
        
       | bradshaw1965 wrote:
       | If by wealthy having 90th percentile investments 10 years before
       | normal retirement age then these plans are well equipped to make
       | you wealthy. Get rich slow totally works.
        
       | WalterBright wrote:
       | The basic strategy is:
       | 
       | 1. stay in school
       | 
       | 2. don't do drugs
       | 
       | 3. don't commit crimes
       | 
       | 4. learn a skilled trade or go to college. remember to google
       | starting salaries for your major before committing.
        
       | ixacto wrote:
       | This is not the greatest advice. Something more akin to being a
       | software developer or travel nurse and then FIRE would be a
       | better message to preach...
       | 
       | Then you get to retire at like 40 with a much higher probability
       | of success.
        
       | black_13 wrote:
       | A great way to get wealthy is have wealthy parents
        
       | tlogan wrote:
       | There is a saying: "Do not think how you are going to spend the
       | money. Think how you are going to make money."
        
       | moltenguardian wrote:
       | "Rich Dad Poor Dad" also made a similar point: you should look at
       | what your advisor is doing, rather than taking their advice. If
       | your financial advisor suggests a mutual fund, ask them if they
       | themselves invest in it.
        
       | magnuspaaske wrote:
       | I've read Ramit's book and Tony Robbins' book. Both mention
       | entrepreneurship. The latter mention taxes. Don't really see the
       | big lie here.
       | 
       | I'm most familiar with Ramit's work but he's also pretty clear
       | that there's only so far you can go through savings but no upper
       | bound on earnings.
       | 
       | It seems to me a bit like a strawman argument he's making when in
       | fact some (or all) of the other gurus do talk about
       | entrepreneurship and earning more.
        
       | umvi wrote:
       | > Except we used our cards to make $3,624 in spendable cash last
       | year, all while paying zero in interest -- because we paid the
       | cards off in full each month.
       | 
       | Yeah except the merchants probably marked up their prices 4% to
       | cover card processing fees so really we are just paying more for
       | goods than we otherwise would have with cash and the card company
       | is giving us a tiny kickback.
       | 
       | Let's not pretend credit card kickbacks are free money... The
       | card companies are glutting themselves on merchant fees and we
       | are all paying the price in the form of costlier goods in
       | exchange for a small kickback.
        
         | larryludwig wrote:
         | As the author of this article, this isn't true. some comes from
         | the merchant fees, many comes from the fact people don't pay
         | off their cards every month and that far more subsidizes those
         | payouts.
         | 
         | Lastly have you tried paying with cash online? While Bitcoin is
         | a neat idea we are far from yet mass acceptance of any digital
         | currency yet.
        
         | leetcrew wrote:
         | 100% of the rewards don't have to come from transaction fees.
         | they could also be funded in part from other customers'
         | interest payments. I notice that the best rewards cards often
         | have very high interest rates. this is also not a great state
         | of affairs; you are essentially taking advantage (through an
         | intermediary) of other people who can't manage their finances.
         | but it's not quite paying into your right pocket by picking
         | from your left.
        
         | Nasrudith wrote:
         | Some cities had an issue to even have to ban in person
         | businesses from banning cash transactionss. Given the costs of
         | cash handling taken for granted bizzarely it is possible that
         | being charged a fee where there was none before will save
         | merchants and consumers money net even while the credit card
         | companies make money. Cash counting machines, time spent
         | tracking physical money, safes, and armored car transports all
         | cost money. The wire transfers of money and credit are a real
         | service of real value.
        
         | MattGaiser wrote:
         | If everyone used cash, maybe, but since that isn't happening,
         | those who don't use credit cards are paying for those who do.
        
           | ghaff wrote:
           | However, handling cash is not free. Now, most places still
           | have to handle cash but it's a whole lot less than they would
           | have to otherwise.
        
           | cowpig wrote:
           | I think both of these statements are true
        
       | myfavoritedog wrote:
       | That blog is a false dichotomy built on top of a strawman.
       | 
       | The strawman is that it's all about "getting rich". Ramsey (the
       | one I've heard talk the most) is mostly about just getting people
       | to stop digging themselves deeper and deeper into debt where they
       | will have no hope for even the basic stability that you need to
       | build greater wealth upon.
       | 
       | The false dichotomy is that you either need a side hustle
       | business or you need to follow sound day-to-day money management
       | discipline. Following sound money management discipline is what
       | gets you to the point of having some discretionary income to
       | build your own business.
        
         | brandmeyer wrote:
         | I agree entirely, but would phrase it differently. The baseline
         | advice isn't about how to get rich, its about how to live a
         | financially comfortable middle-class life.
        
         | MattGaiser wrote:
         | Yeah, Ramsey rich is being an "everyday millionaire" by the
         | time you retire. It isn't really rich, but it is just having a
         | comfortable retirement and a large financial moat.
        
       | Spivak wrote:
       | I feel like this is a pretty harsh take for what is good advice
       | even if you do want to go down the starting a business route.
       | Personal finance (i.e. managing your personal revenue, costs, and
       | tax burden) is still necessary even when you're running a
       | business. You just have more tools as your disposal to manage
       | your tax burden when you have a business.
       | 
       | I really don't think anyone believes they're going to get rich
       | after reading a personal finance book. The hash reality if even
       | if your expenses were $0 your total salary times x years still
       | wouldn't make you rich is unavoidable and known to basically
       | everyone. These books are for people who need to get a handle on
       | their spending, pay down their debt, and start gradually
       | accumulating positive net worth.
        
       | dasil003 wrote:
       | For a business owner this guy sure doesn't understand much about
       | market economics. Those gurus made their money by appealing to
       | average people. In no way is it possible for a majority of that
       | audience to all start successful businesses. So while a lot of
       | what he says is technically true, and these gurus might be
       | encouraging a lot of wishful thinking and fantasy, the authors
       | message is likely to be a lot more misleading at scale if half
       | the country all started businesses with the hope of getting rich.
        
       | ffggvv wrote:
       | most financial "experts" made the bulk of their fortune by
       | selling their advice. not actually earning wealth first then
       | giving advice. like meet kevin or graham Stephan.
        
       | BeetleB wrote:
       | If you give "start a business" advice to people, the majority
       | will end up poorer than the advice he is complaining about. Sure,
       | you may have more options to invest and pay less taxes, but
       | that's only if your business is making money, which most don't.
        
         | hogFeast wrote:
         | I agree with the thrust of the article. Most personal finance
         | experts are...a bit weird (I have no idea why Tony Robins is an
         | expert...he knows literally nothing, isn't he a motivational
         | speaker...only in America could this be a job).
         | 
         | But there is a reason why spend less is the best advice for
         | most people: they can't start a business, they have limited
         | scope to increase their earnings significantly, and you can
         | actually become relatively rich if you just spend less.
         | 
         | Personal financial advice really isn't about attempting to
         | become rich, it is about stopping people doing things that make
         | no sense. We aren't talking about becoming Jeff Bezos...that
         | isn't the goal for most people, the aim is to help people
         | retire with dignity. Telling everyone to start their own
         | business is terribly unhelpful because it won't improve
         | anything as most people will fail (this is why personal finance
         | experts exist...because most people think in these unreasonable
         | ways i.e. the only way I can become rich is by taking huge
         | risks...rather than just not buying stupid shit I don't need,
         | ppl reason in very weird ways).
         | 
         | To say this another way, most people do not understand the
         | long-term value of a $1 saved today. Obviously, exactly how you
         | calculate this is a little complicated but if people realised
         | that $1 now was worth $4 or $6 or $8 in 30 years then they
         | would consider what they do today more carefully (and even
         | then, some people are just weird...they will say: I am going to
         | die before then, or I don't care...then they will get to
         | retirement and everything is fucked).
         | 
         | Btw, I used to work in this industry, I have seen people who
         | didn't consider any of this. We had a client who worked all his
         | life in a decent paying job but had little savings, took to
         | drink, wife divorced him, lost his job in his late 60s, got
         | drunk one day, fell down the stairs when he was on his own in
         | his rented house (he lost his house a few months before), died.
         | This all happened within a few months. It will happen. You will
         | get old. You can't control everything in life but something
         | that is relatively easy to control is your spending. I try not
         | to give people specific advice but the number one thing that
         | everyone can do is: control your spending, think about what you
         | need, you can't avoid some expenses but the peace of mind later
         | down the road from small changes is huge.
         | 
         | This kind of thing is unfashionable as hell though because it
         | does put that pressure back onto the individual. Lots of young
         | people today have this attitude of: everything is rigged,
         | telling me to change anything when X person is so wealthy makes
         | you an oppressor, etc. Unsurprisingly, this attitude tends to
         | be linked with taking decisions that are unwise, and abrogating
         | all responsibility for the consequences.
        
           | leetcrew wrote:
           | > To say this another way, most people do not understand the
           | long-term value of a $1 saved today. Obviously, exactly how
           | you calculate this is a little complicated but if people
           | realised that $1 now was worth $4 or $6 or $8 in 30 years
           | then they would consider what they do today more carefully
           | (and even then, some people are just weird...they will say: I
           | am going to die before then, or I don't care...then they will
           | get to retirement and everything is fucked).
           | 
           | I think for most people the idea that $1 will grow a lot in
           | thirty years just isn't very motivating. I hear that as
           | saying I could either have chipotle today or a fancy dinner
           | in thirty years. okay, but thirty years is a long time and
           | chipotle is still pretty tasty.
           | 
           | personally, I find it much more motivating to frame it
           | explicitly in terms of passive income. every time I spend
           | $20, I am forfeiting $1/year in perpetuity. every time I _don
           | 't_ spend $20, I've added $1 to my yearly budget in
           | retirement. instead of delaying material gratification, I am
           | eliminating my need to work.
        
       | MattGaiser wrote:
       | The goal of most personal finance experts is not to teach you to
       | be mega rich, but rather to be average and while still being
       | pretty average in terms of income, hours worked, and capability,
       | remarkably comfortable to peers.
       | 
       | > Yet you almost never hear the financial experts recommending
       | that you start a business.
       | 
       | Is the average business owner any better off? I know that there
       | are plenty of successful business owners, but we tend to
       | completely ignore the many that filed bankruptcy after taking
       | cash advances on credit cards to live one more month.
       | 
       | > Nor do these guys tend to mention the importance of
       | understanding how taxes work.
       | 
       | Only really matters if you make a lot of money. My Dad is a tax
       | accountant. We optimize the heck out of our personal taxes. But
       | at our 100Kish incomes, it doesn't make a big difference beyond
       | what the personal finance people say.
        
         | folkhack wrote:
         | > Is the average business owner any better off?
         | 
         | Obviously anecdotal, but not really IMO. I've bounced back and
         | forth between being in business for myself and working for the
         | man.
         | 
         | Between healthcare, saving for retirement, etc. things are
         | really optimized against someone "pulling themselves up by the
         | bootstraps" in this way. I've listened to the politicians in
         | the US scream how important small business only to vote against
         | that very interest (tax cuts for rich + corporate tax breaks).
         | 
         | I can't get good healthcare unless it's tied to my employment
         | here. The healthcare I get independently is of lower quality
         | for much, much more money out of pocket... Lord help you if you
         | do something stupid and show a profit on your books... etc
         | etc... The first 2-3 rungs of the "small business owner" ladder
         | are missing by design.
         | 
         | If I had a family I would likely never consider being a
         | business owner again due to the health implications, financial
         | risk, and time commitment.
         | 
         | 100% the average working Joe is better off.
        
           | mgkimsal wrote:
           | "small business" to national politicians typically means you
           | employee under 500 people. Almost no one considers "self-
           | employed" or "1-3 people" as "small business" when crafting
           | tax legislation. _I_ certainly consider  "self-employed" and
           | "I have a couple folks on payroll" to be "small business",
           | but it's just not in the same league as the local brewery
           | employing 85 people, for example.
           | 
           | Perhaps we need the term "micro business" to gain more
           | traction? I suspect that's where more work is heading.
        
             | sokoloff wrote:
             | I think micro-business as a term exists (and depending on
             | the exact definition is typically 0-4 full-time employees,
             | including the owner).
        
         | darkwizard42 wrote:
         | Starting a business is complicated, requires discipline, and
         | then requires a decent amount of luck to even keep it afloat...
         | 
         | It can be used as a good tax harvesting vehicle but again this
         | requires so much knowledge and ultimately I think running a
         | business (even at a strategic loss) requires more depth of
         | knowledge than the average saving/investing tips.
         | 
         | Would definitely agree that starting a business is a path to
         | becoming RICH, but definitely not a path to being financial
         | stable/above average
        
       | rossdavidh wrote:
       | From his own article: "I'm not suggesting the advice the gurus
       | are giving is outright wrong. Their recommendations will make you
       | modestly successful. You'll more than likely live an OK life and
       | have an above-average net worth."
       | 
       | In fact, Suze Orman and the like are talking exactly to this
       | audience, and their advice is in many cases a lot better than
       | what they are doing now.
       | 
       | Also, being married to a small business owner who knows a lot of
       | other small business owners, there's a "dirty little secret" that
       | this article doesn't mention: most of them never get paid a dime
       | by their own business. They are spending their way through a
       | business loan, or they have family money, or some other source.
       | Yes, there are people who get rich from starting a business, but
       | if popular finance experts told everyone to start their own
       | business, that would be a lot worse advice than what they are
       | saying.
        
         | zhdc1 wrote:
         | > there's a "dirty little secret" that this article doesn't
         | mention: most of them never get paid a dime by their own
         | business. They are spending their way through a business loan,
         | or they have family money, or some other source
         | 
         | Over fifty percent of generic small businesses survive for more
         | than five years, so it's unlikely that a majority of them are
         | completely subsisting on government loans, investors, or family
         | money.
         | 
         | The most common outcome (for the small businesses that last) is
         | to turn into something that creates just enough revenue to
         | support the owner and a handful of employees. The owner takes a
         | small salary and uses the rest of the cash flow for float or
         | reinvests it into the business.
         | 
         | However, depending on the country, tax laws can be fairly
         | advantageous for small business owners (e.g., higher limits on
         | tax-deferred retirement accounts). There's also the benefit of
         | building net worth in the business, which isn't something that
         | employees benefit from. So, while the owner may not be getting
         | paid all that much, they still benefit in a bunch of other
         | ways.
        
           | dionidium wrote:
           | > _However, depending on the country, tax laws can be fairly
           | advantageous for small business owners_
           | 
           | My wife is a loan officer at a mortgage company. It's a
           | running joke that it's a pain in the ass to qualify small-
           | business owners, because so many of them claim so little
           | actual income on their tax returns, even when they're quite
           | obviously wealthy.
        
             | rossdavidh wrote:
             | They may well be cheating on their taxes, but they may also
             | in many cases be wealthy in spite of, rather than because
             | of, their small business.
        
             | ghaff wrote:
             | Many years ago, I had a small side software business. My
             | revenue would be almost pocket change category for me today
             | and honestly wasn't all that much for the effort I put into
             | it at the time. But one nice thing was that it wasn't even
             | a stretch to bring to income down to just over zero by
             | offsetting various computer and office expenses (in
             | addition to the costs the business incurred directly, which
             | weren't much).
        
         | jstummbillig wrote:
         | Are you alleging that most small business efforts fail before
         | they make _any_ profit -- as in +50%? That seems rather
         | unlikely but if anyone has strong numbers on that I 'd be very
         | interested.
        
           | rossdavidh wrote:
           | I cannot say the percentages, but my wife has been shocked to
           | hear from business owners who ran their store for over a
           | decade, that they never made a dime. This kind of confession
           | usually only happens after they have given up and closed. I
           | don't know of any trustworthy numbers on it; I would not be
           | surprised if it was far larger than most people believe, but
           | the difference between businesses that "fail" after two years
           | and ones that last for five years or more, is often how
           | stubborn they are or how much money they have from other
           | sources to keep trying. I would not be surprised if it were
           | over 50%, but I know of no source for strong numbers on it.
        
           | Nasrudith wrote:
           | That strikes me as eminently unsurprising personally. By
           | definition if you fail then you weren't making enough revenue
           | to sustain it. There are two nasty pitfalls which I have
           | heard often snaring them - either paying for tools and other
           | assets when they lack demand or failing when demand saturated
           | due to being unable to scale up correctly.
           | 
           | Revenue and profit are conflated but are not the same thing.
        
           | edoceo wrote:
           | Data from the BLS shows that approximately 20% of new
           | businesses fail during the first two years of being open, 45%
           | during the first five years, and 65% during the first 10
           | years. Only 25% of new businesses make it to 15 years or
           | more.
        
       | hesdeadjim wrote:
       | Tldr, you'll only get rich by starting a business. Great advice
       | for the tiny population of people who have the skills, the means,
       | the discipline, and the time.
       | 
       | That person he describes with $50k annual income, little or no
       | savings, and significant credit card debt sure as hell isn't
       | starting a successful business, especially since they most likely
       | have children and are working hard hours.
       | 
       | He's dismissive of being "less poor", but for anyone who has
       | actually been in or witnessed this average scenario, less poor is
       | way the hell closer to rich than not.
       | 
       | The real problem on display here is the capitalist dystopia we
       | live in. Fifty years ago that average person would have been able
       | to support a family, buy a house, and not live under the constant
       | threat of bankruptcy from a surprise medical bill.
       | 
       | But yea, start a business!
        
         | bbarnett wrote:
         | This may be true, but to be fair...
         | 
         | 50 years ago, 70 years ago, an enormous series of treatments we
         | now have, did not exist.
         | 
         | And even disease treatment options, even knowing how some
         | diseases worked? Nope.
         | 
         | So medical care was less costly, because, there was literally
         | less to be done. And people died at home more often too, as a
         | result.
         | 
         | So naturally medical care was less costly.
         | 
         | And housing, the average family did not have a ginormous,
         | 6000sq foot house. Try 1000 sq foot, 1500 sq foot as a norm.
         | 
         | So sure, less cost.
         | 
         | Same with all these fancy dodads.
         | 
         | Yes, 100% housing is more expensive due to low rate mortgages,
         | and other reasons.
         | 
         | But in non-crazy priced locations, you can still build a small
         | 150k, 250k house with land all in.
         | 
         | Some of it is indeed changing wages vs costs, but some is
         | "more" vs wage.
        
           | chillwaves wrote:
           | The US has per capita healthcare spending that is multiple
           | times that of their peers in the western world.
        
           | folkhack wrote:
           | I see the "we got more things and they got more expensive"
           | point brought up constantly and it still doesn't change my
           | opinion (same as above commenter):
           | 
           | > Fifty years ago that average person would have been able to
           | support a family, buy a house, and not live under the
           | constant threat of bankruptcy from a surprise medical bill.
           | 
           | I want to circle back to this. I read your comment assuming
           | you are arguing that now things are "more" (cost++) this
           | ideal is now less obtainable or unobtainable.
           | 
           | Do _you_ think that the average person (median wage earner)
           | should be able to support themselves in this way? Should we
           | let go of this ideal as  "old fashioned"?
        
             | bbarnett wrote:
             | _Should we let go of this ideal as "old fashioned"?_
             | 
             | No, although "old fashioned* was a very brief, 30 to 50
             | year period in US history.
             | 
             | Instead, I think that buying massive mansions (as per how
             | people in the 50s may think of it), could be part of the
             | problem.
             | 
             | Buying huge houses, means more people need mortgages. That
             | saving for a down payment means less. That means higher
             | monthly payments.
             | 
             | Outside of huge cities, a 1500 sq foot house and land just
             | isn't that expensive. The problem is due to more than one
             | source, it's also about trying to have a house, in some of
             | the most expensive areas for real estate on the planet.
             | 
             | And other factors, cell phone, cable, internet, tablet,
             | laptop, gaming system, monthly fees can run hundreds in
             | some households, with hardware costs amortized, even a
             | thousand per month for a family!
             | 
             | Do you think people in the 50s had all that? Even middle
             | class families often didn't have a TV!
             | 
             | Do you know how many people I've seen with maxxed out
             | credit cards, yet they have all those toys above?
             | 
             | How'd they get those toys?
             | 
             | Many people didn't even have medical insurance in the 50s.
             | Why? I provided one possible reason prior.
             | 
             | But I agree, then isn't now. I don't know what to do about
             | medical care, but I do know my grandparents couldn't
             | believe all the things my parents were buying, when I was a
             | kid.
             | 
             | I wonder what they'd say, every time I use credit to buy
             | coffee, dinner, an electronic gizmo, or a paid service.
             | 
             | I wonder what they'd say, when they also saw me paying 2x,
             | or 3x for it, after years of paying credit card compound
             | interest?
             | 
             | More than anything, credit is the big problem.
        
               | folkhack wrote:
               | I mean I've read this comment about 3-4 times now and I
               | get that you start with "No" in regards to my original
               | comment... but I was super weirded out on the overall
               | direction. I'm talking about median wages and you
               | immediately jump into talking about "mansions"...? As-if
               | the majority of folks today having troubles finding an
               | affordable place are looking for "mansions".........?
               | 
               | > Instead, I think that buying massive mansions (as per
               | how people in the 50s may think of it), could be part of
               | the problem.
               | 
               | You draw this comparison of what people in the 50's would
               | think of our world today when in all reality the cost of
               | everything has skyrocketed since the 50's. The dual-
               | earner expectation is a new thing since then, the post-
               | WW2 credit boom happened, the expectations of higher
               | education to enter careers is different, housing markets
               | are night and day, etc... Anyone who's looking at this
               | modern world through the lens of the 50's _ideals_ must
               | realize that this is an incredibly skewed /distorted way
               | to think about today. Or at least I would hope they
               | realize this.
               | 
               | > And other factors, cell phone, cable, internet, tablet,
               | laptop, gaming system, monthly fees can run hundreds in
               | some households, with hardware costs amortized, even a
               | thousand per month for a family!
               | 
               | > How'd they get those toys?
               | 
               | Much of that isn't a toy in this day in age... I would
               | argue that cell phone and internet are _utilities_ NOT
               | toys. I would argue that a laptop /tablet/phone is a
               | requirement to stay relevant in even entry level
               | positions... and sure - I can understand not subsidizing
               | TV and video games as they're pure entertainment. But, I
               | would very much argue that folks who are worried about
               | improving conditions for wage earners are not advocating
               | for everyone to get a free Xbox and 42" LCD.
               | 
               | > But I agree, then isn't now.
               | 
               | I'm at odds with this too - when you spend so much time
               | drawing comparisons between the 50's and today I am left
               | to wonder, "where does this person draw the line of
               | 'then' and 'now'? Do they believe in 50's ideals being
               | exercised today? And if so, which ones?"
               | 
               | All of these comparisons you've drawn make me feel like
               | I'm suppose to feel guilt for having purchased things
               | with credit as well... admittedly things like TV's, etc.
               | I've never paid "2-3x" for something as I've never fell
               | for that trap... but I have purchased expensive things
               | like computers and used my credit to spread that hurt out
               | over a year...
               | 
               | And... oh god... if I get a house how do I live with
               | myself knowing it's a mansion or not...? I guess I should
               | stay within the arbitrary <= 1499 sqft limit and move
               | away from any population centers or I may accidentally
               | end up with a mansion in the eyes of someone from the
               | 50's!
               | 
               | > I wonder what they'd say [...]
               | 
               | My grandparents and parents are not involved in my
               | finances. They're all dead now, but they lived a life _so
               | very different_ than mine that I really don 't care what
               | they'd say... my answer to that is "So what?"
               | 
               | > More than anything, credit is the big problem.
               | 
               | Credit/debt is the basis of any capitalistic society -
               | it's literally in the blueprints. If you truly believe
               | this I would argue you have a fundamental issue with
               | capitalism as well.
               | 
               | Also, hard disagree which is why I asked you the original
               | question. Wage stagnation and commodification of
               | everything we need to live is the "more than anything"
               | problem.
               | 
               | I do not disagree that credit is a problem. But it is
               | _not_ the  "more than anything" problem. Actual livable
               | wages for everyone willing to work is the "more than
               | anything" problem.
        
       | thewebcount wrote:
       | It's funny because there was an article here a few weeks ago
       | slamming "The Millionaire Next Door." Yet, that is one of the
       | financial advice books that does tell you to start a business. Or
       | at least it points out the same things as this article, namely
       | that that's how most rich people got there.
       | 
       | Also, despite what the article says, I've made a ton more money
       | working for the man than I ever made working for myself. I'd
       | probably be considered rich by most Americans' standards. So it
       | absolutely can happen, though there's a lot of luck involved. I
       | used to own a business, and while I manages to keep it alive for
       | 5 years, it didn't make much money. I sold it to a competitor and
       | went to work for the man (not the company I sold it to). I kept
       | getting royalties for a couple years, and by the time that ran
       | out, my stock units were starting to vest, and that's when things
       | took off. The business helped make the transition smoother and
       | faster, but I'd have made money on my stocks and higher salary
       | either way.
        
         | imtringued wrote:
         | Yeah I find it a bit ironic that people complain that "rich"
         | people aren't trying to sell their own story and instead think
         | about how to help a non rich mortal. Of course it is a bit
         | hypocritical because they may not know much about the middle
         | class or below but the point is that they are trying instead of
         | assuming that you just walk down the golden path you were born
         | into.
        
       | markus_zhang wrote:
       | I think those low-middle "financial advisors" are generally BS. I
       | have been a low level one for a few years and talked to middle
       | level advisors from time to time. We didn't know much TBH.
        
       | codyswann wrote:
       | This article is laughable.
       | 
       | 1) Most of the personal finance experts he lists aren't telling
       | you how to get rich. They're telling you how not to be poor.
       | 
       | 2) Most people do need a coach or a mom or whatever to tell them
       | they can't afford something. Most people don't even know how to
       | balance a checkbook or calculate the real interest rate of a
       | credit card.
       | 
       | 3) Most people don't know how compounding interest works.
       | 
       | 4) There's no definition of "rich"
       | 
       | 5) I know plenty of people making mid-6 to low-7 figure incomes
       | while "working for someone else" and some retired in their
       | late-40s, early 50s
       | 
       | 6) Most businesses fail
        
         | jstummbillig wrote:
         | > I know plenty of people making mid-6 to low-7 figure incomes
         | while "working for someone else" and some retired in their
         | late-40s, early 50s
         | 
         | Plenty to satisfy what? Why would you bring anecdotes to a gun
         | fight?
        
           | codyswann wrote:
           | Author said "no one gets rich working for someone else" - I
           | would consider all of these people rich.
        
             | luckylion wrote:
             | It's not to be taken literally. Someone might offer you
             | some dessert and, if you don't accept, say "no one ever
             | died from eating some sweet dessert", but that's not a
             | claim that literally no one ever died from eating sweet
             | dessert. I'm sure more than one person choked on it and
             | died in the history of humanity.
             | 
             | It doesn't mean that, it means "very very few people get
             | rich working for someone else".
        
               | civilized wrote:
               | Very few people get rich period. Many more get to the
               | upper middle class, say the top 10-20% of income. And the
               | vast majority of those do so by ordinary employment, not
               | starting a business.
               | 
               | If we go by the numbers and the odds rather than pithy-
               | but-misleading slogans, the easiest, safest path to a
               | higher income is probably acquiring skills that are more
               | rewarded in the labor market.
               | 
               | Which is still far from easy, but there is no easy way to
               | make a lot of money. That much I agree with the article
               | writer on.
        
       | Mvandenbergh wrote:
       | The challenge with any writing for a general audience is that
       | unlike actual advice, which is tailored to the person receiving
       | it, it just goes out into the aether for anyone to see so will be
       | inapplicable for at least some people.
       | 
       | Sure, some mass-market dude with a radio show (I don't know
       | anything Dave Ramsey or Suze Orman beyond their wikipedia pages)
       | is going to have advice that "technically" doesn't make sense or
       | that doesn't apply to some people. A very large number of people
       | are deeply in consumer debt, have secured vehicle debt for more
       | expensive cars than they should really have, and may well have
       | taken the advice to get the biggest mortgage they could for a
       | house in a place that requires that they maintain the whole
       | shebang or go bust.
       | 
       | Telling those people "cut up your credit cards" and "if you don't
       | have the cash, don't buy it" is actually good advice. The
       | "snowball" thing that Ramsey is into is innumerate but may be
       | just the thing for someone struggling to see their way through
       | all their debts. I would no more tell someone with serious
       | struggles with consumer debt that clever use of credit cards
       | could increase their income overall than suggest a killer wine
       | pairing to a recovering alcoholic.
       | 
       | I also don't think that it's a very fair categorisation of Sethi.
       | He's never made any secret of the fact that these days most of
       | his wealth has come from his writing and despite the name of his
       | book, the advice he gives is more "I will teach you to be a
       | financially prudent member of the upper middle class (if you are
       | a well paid professional)" they just couldn't get that on the
       | cover.
        
       | zrail wrote:
       | Not going to claim to be an expert, but if you struggle with the
       | nuts and bolts of personal finances (ex: bounced rent checks even
       | though you're a highly paid software developer) you might be
       | interested in my radically simplified and fully automated system:
       | 
       | https://www.petekeen.net/automatic-finances
       | 
       | I've been using it for about three years now and, modulo a couple
       | tweaks, it's substantially identical to that write up and
       | requires ~zero manual intervention.
        
       | Rd6n6 wrote:
       | Speaking of starting a business, it's really hard to find
       | reliable information on how to do this in Canada from a
       | paperwork, legal, and accounting point of view. It's a real chore
       | sorting out all your requirements and responsibilities
        
       | larryludwig wrote:
       | Thanks for the mention!
       | 
       | As I expected from this audience, some of the comments are funny
       | and completely miss the mark of my article. But such is life.
        
       | mgkimsal wrote:
       | "Yet you almost never hear the financial experts recommending
       | that you start a business."
       | 
       | And... many times when I do hear people recommend "start a
       | business", it's "for the tax write-offs". Or at least that's the
       | one bite-size thing some folks internalize. Have seen friends and
       | neighbors get in to "business" - like various MLMs - and talk
       | about "write offs". Naive at best, and dangerous at worst, I'm
       | not surprised more people aren't specifically pointing out "start
       | a business" to mass audiences - I'm not sure most people can do
       | that responsibly. But most people _can_ enroll in a company 401k
       | and save a bit of money for later. The biggest damage they may do
       | is lock up some money until they 're 59. "Start a business"
       | without much thought can lead to a lot more problems for folks.
        
         | larryludwig wrote:
         | Without question, not everyone should start a business. That
         | wasn't the point of the article. It's about the advice you get
         | and how they themselves not follow that same advice.
        
       | wincy wrote:
       | This seems like a good place to be vulnerable and ask for advice.
       | 
       | I am 35 and still spend like in a teenager. I grew up really poor
       | where if the money didn't get spent right away it would just sort
       | of disappear, into drugs or beer or whatever my mom and stepdad
       | were spending it on. My only real asset is my house which has
       | appreciate significantly in value, but all it would take is one
       | job loss to get me behind on that. I take Adderall because it
       | makes me an effective engineer and I've really struggled for
       | multi year periods where I've tried to stop it, but my life gets
       | measurably worse. I cashed out my $5,000 at one point and blew it
       | on I don't even know what, but it was something stupid I'm sure.
       | 
       | I guess the real enemy is future me. I don't feel like I can
       | consistently trust myself to make good financial decisions so the
       | me of right now acts as if future me will just blow all my
       | savings irresponsibly anyway. It's depressing just writing it
       | out.
       | 
       | I wish I could put money into an account that would then only
       | disburse small amounts of it over the year, and I couldn't
       | override that.
       | 
       | I'm really ashamed of it but end up paying the mortgage with one
       | biweekly paycheck, paying all my bills with the next biweekly
       | paycheck, and despite making a very good salary for where I live,
       | I'm living paycheck to paycheck.
       | 
       | I don't really know how to develop impulse control, I spend hours
       | and hours scrolling Amazon and websites trying to think of things
       | to buy.
       | 
       | I know the answer is "just act like an adult" but I guess
       | spending has become a coping mechanism because I've got a
       | disabled kid, I don't really know how to enjoy things that aren't
       | going to Costco or buying a new 3D printer or a shiny new
       | computer.
       | 
       | Is there anyone here who has gone from being extremely
       | irresponsible with money to having savings? How do I get over the
       | trauma of my grandparents losing millions of dollars in the 2008
       | financial collapse, which happened right as I came of age? How do
       | I stop "shopscrolling" Amazon until 2 in the morning?
       | 
       | I know it's pathetic, and I feel like this is a place I might get
       | an answer that's actionable.
        
         | ta988 wrote:
         | That's exactly the kind of things I've seen CBT (Cognitive
         | Behavioral Therapies) do miracles in short periods of time. It
         | requires some dedication but I've never thought it would work
         | so well on my friends and relatives.
        
           | wincy wrote:
           | I have a cognitive behavioral therapy workbook sitting unused
           | on my bookshelf, maybe I'll make use of it. Thanks.
        
         | crunchyfrog wrote:
         | You're trying to cure the symptom, not the disease. You need a
         | therapist, not financial advice.
         | 
         | You know what you're doing is unhealthy but you can't stop. A
         | good mental health professional can help you deal with the pain
         | you're trying to cover up with buying junk.
        
           | skybrian wrote:
           | I think it's worth a try, On the other hand, figurng out how
           | to deal with symptoms also counts as helping the patient.
        
           | tommiegannert wrote:
           | And in this case, paying for the therapy is both an expense
           | and an investment, which is probably a great combination.
        
         | zetsurin wrote:
         | I never had your problem, so this might not work well for you,
         | but maybe it will:
         | 
         | Write everything you spend money on down in a single place
         | before you buy it. If you buy a book and pen to do this they
         | can be your first entry.
         | 
         | Creating an awareness of what you spend money on gives you a
         | chance to ask if you will value the thing as much as your
         | impulses are telling you.
         | 
         | This goes generally, lots of self help people suggest keeping a
         | diary, and reviewing it.
        
         | nmhancoc wrote:
         | I think you've already got a lot of advice related to the
         | mechanics of saving money (401k which has withdrawal penalties,
         | maybe an IRA for greater friction, etc.)
         | 
         | On the emotional management / discipline front, I'd suggest
         | also exploiting the similarities between personal finances and
         | healthy living. If money is particularly painful for you, try
         | forming simple habits like going on a 10 minute walk each
         | morning, or eating healthy 1 day a week.
         | 
         | Small actions like that will help you prove to yourself that
         | you can make changes, and you can ride that proof emotionally
         | to make bigger changes incrementally over time.
         | 
         | An example would be 1 day a week of not eating out, which
         | becomes a $10 per week saving habit, then moving to 2 days and
         | $20.
        
           | wincy wrote:
           | I did lose 50 pounds in the last year. I know I can manage my
           | health properly, but during that same time didn't manage my
           | finances well at all.
           | 
           | Maybe thinking about it the same way is key, thanks.
        
         | tormeh wrote:
         | > I wish I could put money into an account that would then only
         | disburse small amounts of it over the year, and I couldn't
         | override that.
         | 
         | I think this is called a trust:
         | https://en.m.wikipedia.org/wiki/Trust_law
         | 
         | Also, if you are so inclined, check if you can replace your
         | habit of trawling Amazon for stuff to buy with trawling Amazon
         | looking for stuff to buy _in the future_. Personally, looking
         | forward to buying the thing is at least 60% of the enjoyment.
         | 
         | Anyway, try seeing a psychotherapist. Someone serious with a
         | degree. Your money problems seem to be at least partially
         | learned, so they can be unlearned.
        
           | phantom784 wrote:
           | I'd say at least, if you think you want to buy something, at
           | least wait 24 hours and see if you still want it.
        
             | wincy wrote:
             | I nickel and dime myself into poverty. My wife and I just
             | end up with a lot of fast food charges for $30-40, a family
             | of 4 eating fast food is crazy expensive. I know it's not
             | good, but it's addictive in convenience especially with a
             | kid who is disabled.
        
         | adamsb6 wrote:
         | > I wish I could put money into an account that would then only
         | disburse small amounts of it over the year, and I couldn't
         | override that.
         | 
         | Work for a company with stock trading blackout periods. Setup a
         | 10b5-1 plan to periodically sell your company stock, then when
         | the blackouts are lifted invest the money you want to save into
         | your company stock.
         | 
         | This has the drawback of being undiversified, but undiversified
         | savings may be preferable to no savings at all.
        
         | etempleton wrote:
         | I would put money in a 401K or IRA that has a real penalty of
         | withdrawing and takes time to withdraw as to deincentivize
         | yourself from spending. Remove yourself from your financial
         | equation. If you have a significant other and they are better
         | with money have them manage both of your finances.
         | 
         | You need to have money removed from your account and into
         | investment accounts automatically before you have a chance to
         | spend it. Money in checking or saving will get spent.
        
           | ghaff wrote:
           | My one caveat is that you really want some savings that you
           | have reasonably ready access to. As someone else mentioned it
           | may be possible to setup a direct deduction to a brokerage
           | firm to put it in some sort of index fund or funds. That's at
           | least somewhat higher friction than they money being right in
           | a checking account.
        
             | mortenlarsen wrote:
             | I can sell and have the money in my account in 2-4 days. It
             | would off cause be a bit sad to sell at a loss right after
             | a "crash" or correction of the market. But in an emergency,
             | I could. I also keep 2 years worth of spending in the bank
             | (we spend very little, so it is not as extreme as it
             | sounds).
             | 
             | It should not really be needed, as I would get money from
             | the government (enough to live on) if lost my job, and we
             | have universal health-care where I live. But it gives me
             | peace of mind.
        
               | ghaff wrote:
               | My comment was mostly about 401K/IRAs in that, once you
               | put money in those, you mostly can't, without penalty,
               | pull it out again before retirement. Even though regular
               | brokerage accounts aren't instant, they're fine for an
               | emergency fund.
        
         | cowpig wrote:
         | What you're describing sounds to me like a mental health issue.
         | Sounds like you've hacked a dopamine reward loop and now can't
         | stop it.
         | 
         | Have you tried therapy?
        
           | wincy wrote:
           | I have. Maybe I haven't found the right one. I think
           | cognitive behavioral therapy might help.
        
         | pcthrowaway wrote:
         | > I wish I could put money into an account that would then only
         | disburse small amounts of it over the year, and I couldn't
         | override that.
         | 
         | This isn't financial advice, but what you want is definitely
         | possible with defi and smart contracts. I'm not sure what in
         | the ecosystem has this capability, but there's a good chance
         | you can get a bit of interest too.
         | 
         | Just stay away from USDT if you're planning to have payouts
         | happen over the long term; USDC would be a safer bet.
        
         | JamesBarney wrote:
         | > I wish I could put money into an account that would then only
         | disburse small amounts of it over the year, and I couldn't
         | override that.
         | 
         | You can do this with a trust or annuity. Have you looked into
         | them?
        
           | wincy wrote:
           | I haven't, this sounds like a potential idea though. Thank
           | you, I'll look into it.
        
         | kiba wrote:
         | I don't have complete answers, so I only give out solutions
         | that has worked for me:
         | 
         | 1. I set up a goal to only have one meal eating out per week
         | and I did it by keeping track of whether I go to a restaurant
         | that day. I used uHabit, an open source ads free android app to
         | help me do this.
         | 
         | 2. I also keep a spreadsheet for a certain aspect of my life:
         | electronics and crafting. Each time I buy something craft
         | related, I entered the expense. I have an expense goal that I
         | try to keep it under per month.
         | 
         | These two strategies has allowed me to save me a lot of money
         | and sometime I would go on for months without spending much
         | money at all.
         | 
         | Also, it is likely that your spending habit is an emotional
         | problem, not a discipline issue. I think it may be prudent to
         | talk to a mental health professional.
        
         | auslegung wrote:
         | I agree with others that therapy is going to help you fix this
         | problem (and others) more thoroughly than trying to muster up
         | the willpower to do what you know you should be doing. You
         | aren't a screwup, you aren't stupid. But you did get dealt a
         | crappy hand and you're (naturally) struggling to improve it.
         | 
         | That being said, the number 1 thing that helped move me out of
         | a situation similar to yours financially (grew up in poverty,
         | poor impulse control, etc) was listening to the Dave Ramsey
         | podcast every day. It probably doesn't matter if you listen to
         | Dave Ramsey or one of the others mentioned in the article, so
         | just go with someone. Though I will say that once every episode
         | Dave Ramsey has someone come on and do their Debt Free Scream
         | where they tell their story of getting out of debt, and then
         | they shout at the top of their lungs, "I'M DEBT FREE!!!" And
         | that was incredibly motivating, and at times emotionally moving
         | and I even cried sometimes.
         | 
         | Anyway, listen to it as often as you can: on your commute, in
         | the shower, while working out, while cooking, while eating,
         | etc. Get it in to your bones.
         | 
         | What this did for me was it began changing the way I think
         | about money. As I listened to hours of Dave Ramsey tell people
         | everyday that saving money was cool, paying off debt is cool
         | and the best way to financial freedom, that the 7 baby steps
         | are achievable, my thoughts around money slowly changed, and so
         | did my behavior. At first I disagreed with Ramsey a lot,
         | especially how he treated some callers (that has improved a
         | fair amount over the years, thankfully). But eventually I saw
         | the wisdom in what he was saying.
        
         | magneticnorth wrote:
         | So first suggestion is that it sounds like you could benefit
         | from talking to a therapist. You're self-sabotaging, and it
         | sounds like you know that, and this is a super, super common,
         | normal behavior that a therapist will likely be able to help
         | you talk through.
         | 
         | As for money advice: Can you automate some saving, and have
         | that happen before your money hits your bank account? E.g. if
         | your workplace offers a 401k, you should definitely be maxing
         | that out, and that means your employer will save that money
         | before you have access to it, and doing that for long enough
         | will set you up for retirement even if you mis-manage the rest
         | of your pay.
         | 
         | If you can set up more systems like that, you should! You may
         | be able to set up an after-tax account at fidelity or vanguard
         | or similar that automatically gets a portion of your paycheck
         | deposited in, and you can set it up to automatically buy
         | stocks/bonds/reits on a regular schedule. That money would
         | still be accessible, but you'd have to sell your investments
         | and wait a few days to transfer into a checking account, which
         | might be enough friction to help keep it saved.
        
         | bittercynic wrote:
         | For the scrolling till 2am thing I have been using this
         | strategy:
         | 
         | 1. Before opening the laptop I decide how much time I want to
         | spend, and what I will do immediately after.
         | 
         | 2. Set a timer that I'll have to get up to turn off.
         | 
         | 3. Do the thing I had decided to do. It can be a little thing,
         | like washing 1 dish, taking out the trash...
         | 
         | I tried many strategies before finding one that works, and will
         | still try to develop more so I'm not completely sunk if/when
         | this one stops working.
        
         | anigbrowl wrote:
         | Well you're being somewhat responsible already in that you're
         | paying your bills straight away, so yay for you.
         | 
         | Regarding your shopping habits, it sounds like you're acquiring
         | more tools but not making good use of what you have. Switch to
         | buying used things,a nd spend more time sweating over the
         | things you bought figuring out how to use them effectively.
         | This will probably be an emotionally painful and initially
         | unsatisfying process. Make something with your 3d printer. Be
         | disappointed. Make something marginally better, continue being
         | disappointed. Repeat until one day you unexpectedly feel
         | pleased with the results.
         | 
         | It takes about 3 months to shift behavior patterns, even with
         | the help of something like Adderall, which is totally fine to
         | use.
        
         | fartingflamingo wrote:
         | Therapy.
         | 
         | Also, one short term hack I haven't seen explicitly mentioned
         | yet. Try to enjoy a healthier kind of buying: buy your house
         | piece by piece. In other words, pay off your mortgage early. If
         | you can direct some of your impulse buying towards early
         | mortgage repayment like that, that would be a win!
         | 
         | Try to experience the process of increasing your ownership as
         | close to your senses as possible:
         | 
         | - Can you make the repayments cash transactions instead of
         | online?
         | 
         | - Make these early repayments as frequent as possible. If the
         | bank allows monthly, quarterly or annually only, arrange for a
         | trusted friend to collect weekly or even daily.
         | 
         | - Visualise your progress:                 - Make a
         | drawing/real life 3d model/photo/lego model of your house.
         | - Colour the bits of the drawing you now own.            - Move
         | the lego bits over from "the bank" to "mine/ours".            -
         | Mark individual stones or pieces of siding as your own versus
         | the bank's.            - ...
         | 
         | Just don't forget about finding a good therapist!
        
         | jeremysalwen wrote:
         | Ironically, I think the advice of "Personal Finance experts"
         | (which are derided in this article) is probably perfect for
         | you. Maybe someone else will have a specific suggestion of who
         | to check out, but I think they are mainly trying to help people
         | with the psychological problem of spending too much money.
        
         | zhdc1 wrote:
         | > Is there anyone here who has gone from being extremely
         | irresponsible with money to having savings? How do I get over
         | the trauma of my grandparents losing millions of dollars in the
         | 2008 financial collapse, which happened right as I came of age?
         | How do I stop "shopscrolling" Amazon until 2 in the morning?
         | 
         | Partner with someone who is disciplined, such as a potential
         | spouse/partner, a friend, or even a support group of people in
         | the same situation.
         | 
         | I know that recommendations are frowned upon here, but also
         | take a look at Brian Johnson/Optimize. Discipline is one of the
         | things they touch on a lot, and unlike other places, they have
         | advice that actually seems to work.
        
           | wincy wrote:
           | My wife said she had savings before she met me. Apparently I
           | have a very dominating personality. She owned her house
           | outright which we sold so we could put a down payment on a
           | much larger house.
           | 
           | Her and I have been talking today and I think having her
           | approve purchases could help. I'm nervous about giving up
           | control like that though, and thinking about it more I
           | definitely get pleasure in buying new gadgets. But I need to
           | trust her that she has my best interests in mind (which she
           | does, but it's hard to convince some part of me deep down of
           | that).
        
         | ball_of_lint wrote:
         | There's already a bunch of great advice here. I have just one
         | thing to add:
         | 
         | > the me of right now acts as if future me will just blow all
         | my savings irresponsibly anyway.
         | 
         | I know this horrible feeling, but it isn't really true. It's a
         | self fulfilling prophecy. It may take some work and time to
         | change yourself and your habits, but it is possible. Even just
         | commiting to yourself that you're going to work on this can go
         | a long way to easing your feelings about it and breaking the
         | cycle.
         | 
         | And if you can't do it alone, don't! Therapy is an option.
         | Consider it splurging on your retirement.
        
         | anonuser123456 wrote:
         | I have a friend like this. She is successful, has an Ivy League
         | degree in engineering and has very high income. But she grew up
         | poor and makes terrible financial decisions. They largely seem
         | outside of her control.
         | 
         | I speculate that growing up in poverty is not the cause of
         | behavior; rather it's the reverse. Her family behaves in
         | particular ways that make them poor and she has inherited those
         | traits, either biologically or environmentally. From talking
         | with her about how her family operates, this seems to be true.
         | They have very low income but buy a new 4K HD TV every year
         | along with trading up their vehicles to new models. They manage
         | everything by an ever expanding debt load collateralized on
         | their house/credit cards. I don't think these behaviors are
         | 'breakable' because they aren't habits. It's almost like they
         | are built into the default mode network.
         | 
         | In situations like this, when you can observe your behavior as
         | something beyond your control, the best bet is to influence
         | your environment rather than your behavior. Put your money
         | beyond your easy reach (401k, IRA, pay down mortgage early
         | etc.)
         | 
         | I personally struggle with eating behavior that is beyond my
         | control. The only way I've been able to successfully control it
         | is to put a lock on my kitchen cabinet that I don't have the
         | combo to. This acts as a big moderator that gets me through the
         | self destructive impulse periods.
        
         | sokoloff wrote:
         | Your biggest enemy is your present self. It's also your biggest
         | ally for recognizing your risk of self-defeat and asking for
         | help.
         | 
         | In addition to the advice to use accounts with penalties for
         | early withdrawals, I'd consider if setting a fun money budget
         | would give you a metered amount of "yeah, no one's perfect"
         | escape valve but then have other accounts that are harder to
         | readily access.
         | 
         | Consider splitting your direct deposit (after 401k deferral)
         | into multiple accounts, some of which you don't have ready
         | access to. Put $100/check into an emergency fund account,
         | $150/check into a travel or big fun account, $400/check into a
         | house/car repairs account, $X/check to an after-tax Vanguard
         | account, and the rest into your daily usage account.
         | 
         | You'll have setbacks over the years, just as your grandparents
         | did. But over the long run, there's never been a 15-year run of
         | negative nominal returns on the broad based US stock averages.
         | Bet with that trend to continue, including there being some
         | 5-year losing periods ahead.
         | 
         | You can do this, it won't be easy but setting in place a few
         | mechanisms to support, not letting the wheels come off the bus
         | entirely if you skip up a little, and just committing to being
         | better every year than the last probably has positive
         | correlation with an ok outcome.
        
         | oramit wrote:
         | This is a really honest comment and my thought reading through
         | it is that there isn't going to be "one quick trick" to help.
         | Your troubles seem multifaceted and not completely about money.
         | Have you considered talking to a therapist?
        
           | wincy wrote:
           | Maybe I haven't found the right one yet. The last
           | psychologist wanted to chat about the weather or something. I
           | know I can set goals independently and execute on them. I
           | lost 40 pounds during the pandemic after setting a weight
           | loss goal. But you're right it is multifaceted. It feels like
           | a game of whacka mole where I put intentionality and care
           | into one part of my life (career, or health) and the other
           | parts languish.
        
         | mdp2021 wrote:
         | > _it's pathetic_
         | 
         | No it isn't. But that is revealing the issue: you tend toward
         | the irrational. In fact,
         | 
         | > _How do I stop_
         | 
         | By realizing that there is no need for that, rationally. You
         | want to buy new X, but you do not need them: _see the fact_ -
         | they are per se useless and replaceable for their improper
         | purpose of emotional release: to have X is just petty if you
         | want to fix your finance. You can replace the feeling of that X
         | with something free. _If there is one stroke of luck of living
         | in these times, is that access to stimula has probably never
         | been so rich in options and free in cost_.
         | 
         | > _trying to think of things to buy_
         | 
         |  _Think instead of things to enjoy_. They are really, mostly
         | free nowadays (even our presence here at Dan 's is). Be faster
         | than the other habitual pattern and replace it - if you think
         | of something to buy, realize you are doing it and think of
         | something to enjoy. Replace the thought. You are used to
         | collect items: _collect experiences instead_. Realize that you
         | can replace items with experiences. For that, one laptop is
         | enough, a basic car etc.
         | 
         | That thought habit is a mental pattern to replace, to replace
         | with something that makes sense - the other does not, as you
         | have to realize and in fact realize.
         | 
         | (And about Amzn, if other people were unable to read this, I
         | would add: Bzos is bald. And you do not seem to have stopped to
         | consider that. If you want to buy from him - who am I to
         | convince you otherwise. But he is bald (you should see that -
         | it should be a thought stopper, a doubt inducer). _And possibly
         | the last person in the world who needs your money_. With your
         | money you vote: is that what you want to promote? The very fact
         | that you shop there raises the question: how long have you
         | thought about your actions? The single ones, the generic ones.
         | Some people think you are supposed to evaluate your actions
         | before doing them. You take a step back, look at what you do,
         | and what you have done and what you would do, and judge them as
         | good ideas or bad ideas, for what they are. I am sure you know
         | mathematics sufficiently. If I shop from somebody with those
         | traits, I have deliberately deliberated it, it is a conscious
         | choice. Read these paragraph carefully, and understand them. If
         | you want clarifications, we are here.)
        
           | kook_throwaway wrote:
           | >With your money you vote: is that what you want to promote?
           | 
           | I was ordering from amazon 3-5x a week and when they locked
           | us down in mid 2020 I was so disgusted by amazon getting
           | filthy rich while my friends and neighbors were locked at
           | home that I haven't ordered from them since.
        
       | hn_throwaway_99 wrote:
       | I'd just like to point out the irony of the bolded, all caps
       | statement in this article, "You'll NEVER get rich by working for
       | someone else", the recent HN frontpage article about how Tim Cook
       | got a $750 million payout working for Apple, and that the title
       | of this post is "All Personal Finance Experts Are Liars".
        
         | [deleted]
        
         | MattGaiser wrote:
         | One of the problems is that "rich" is relative. I was talking
         | to a guy at an alumni event who said that managing partners are
         | prone to fraud as they feel poor compared to their similarly
         | ranked CEO friends.
        
         | paulpauper wrote:
         | Being the ceo is sorta an exception to this.
        
           | thefounder wrote:
           | Not any CEO either.
        
         | moltenguardian wrote:
         | Considering the majority of CEO pay is in company equity, they
         | are working for themselves.
        
           | carnitine wrote:
           | That's a fair point, what about traders then? There are
           | people working for eg. RenTec who have earned tens of
           | millions despite being regular employees who don't even
           | manage anyone. And this is not given as equity, bonuses are
           | cash.
        
         | zffr wrote:
         | Yes and several members of professional sports leagues like the
         | NBA/NFL are also very rich too. While it is possible to become
         | very rich working for someone else, I think the author's point
         | is that it is extremely unlikely.
        
           | hn_throwaway_99 wrote:
           | As others have pointed out, though, while I used an extreme
           | example, you can take your average, middle-of-the-road yet
           | high-quality software engineer, and if they make the right
           | decisions (select jobs that pay well, live well below their
           | means, invest with a standard diversified portfolio), they
           | could easily retire in their 40s. I'm not saying this route
           | is available to everyone, but certainly available to plenty
           | of folks to not be considered a rare outlier.
        
             | ghaff wrote:
             | >easily retire in their 40s
             | 
             | That's a stretch. An average of $150K/year before taxes
             | throughout 20s and 30s is a pretty good job in the US. Say
             | they save $50K/year--which is a lot on that salary--that's
             | $1million saved overall which, depending on your
             | assumptions, will give you about median US household income
             | annually. So possible in a sense if retiring as soon as
             | possible is your goal but certainly not to everyone's
             | tastes.
        
               | jmstriegel wrote:
               | I think this doesn't account for investment returns. If
               | you assume this money is invested for the duration of
               | your 20s and 30s, you "only" need to invest $50k/yr for
               | the first 10 years. At an average 7% growth, you can let
               | it ride for a decade and still have just under 1.3mm by
               | age 40.
               | 
               | In your example, a high salary individual contributing
               | $50k/yr for 20 years at 7% ends up with over $2mm by age
               | 40. That's $80k/yr at a %4 withdrawal rate for the rest
               | of your life.
               | 
               | More reasonably, a $25k/yr contribution for 20 years at
               | %7, would pass $1mm by 40. If you let that sit for the
               | next decade and retire just before you turn 50, that will
               | roughly double over the decade to $2mm.
               | 
               | I agree that this isn't attainable for everyone, but
               | contributing the $19.5k/yr max to a 401k pre-tax, and
               | $5.5k/yr into a Roth IRA over your 20s and 30s, will
               | likely make you a millionaire by 40 and a 2-millionaire
               | by 50.
        
               | [deleted]
        
         | fossuser wrote:
         | It's totally false even ignoring extreme outliers like Tim
         | Cook. The reason there are so many angel investors in the Bay
         | Area is because of the feedback loop of ipos giving regular
         | employees 1-5M pretty often (and 5-50M+ less often). It's also
         | part of the reason a pretty unremarkable and small home on the
         | peninsula costs $3M.
        
           | divbzero wrote:
           | If you get rich from incentive stock options you have
           | technically been working for yourself.
           | 
           | The underlying gist of "You'll NEVER get rich by working for
           | someone else" is that you should look for opportunities to
           | build wealth that's not tied to hour-by-hour labor. You can
           | do this by owning your own business, or by looking for ways
           | to own equity in valuable assets beyond your regular job.
        
             | hn_throwaway_99 wrote:
             | I agree with your main point that you want a job where your
             | compensation is not directly correlated to hours worked.
             | I'd still argue that that's a very different argument than
             | "you can't work for someone else and get rich" or that
             | getting paid in stock options, as an employee with a boss,
             | is really "working for yourself".
             | 
             | I mean, enterprise software sales folks can get rich being
             | paid on commission, "influencers" can get rich being paid
             | by affiliate links, and none of them have any ownership in
             | the business.
        
           | ryandrake wrote:
           | I wouldn't call a top engineer at a top company a "regular
           | employee". Anyone with $1M+/yr in stock from their company is
           | also a fringe outlier. Top talent at medium-sized companies
           | are not making that, and regular rank-and-file at FAANG is
           | not making that. I think the "NEVER" in the article is really
           | a "statistically never". Yes, you can be pedantic (welcome to
           | HN) and point out a few outliers, but it's still "never," in
           | the sense of I'll Never hit the lottery.
        
         | anigbrowl wrote:
         | Is he really 'working for Apple', when he's the CEO? It'd be
         | fairer to say he has Apple working for him.
         | 
         | Of course you can get rich (or at least well off) in A Job. but
         | realistically, that almost invariably means becoming a
         | workplace strategist and doing office politics to make sure you
         | outpace your peers, not just performing a job you like and then
         | checking out to focus on your domestic life.
         | 
         | If you are just a diligent and unselfish team member who never
         | tries to elbow your way in front of others, you are very
         | unlikely to become rich just from your job. Wealth tends to
         | flow towards people who are competitive rather than
         | cooperative.
        
           | gruez wrote:
           | > Is he really 'working for Apple', when he's the CEO? It'd
           | be fairer to say he has Apple working for him.
           | 
           | Apple's employees are _managed_ by him, but both him and the
           | other employees are working for the apple 's shareholders.
        
       | daveguy wrote:
       | > Investing that $2.50 you spend every day on a latte in the
       | stock market instead can lead to a life of riches. How's that for
       | putting a damper on one of the little joys in life?
       | 
       | Budgeting will let you realize there are essentially infinite
       | ways to spend your money. You have to decide the best way to do
       | that. If you're trying to make money, buying yourself a latte is
       | _not_ the best way to do it. If you 're trying to _enjoy_ the
       | money you earned, buying a latte may be the best way (but
       | probably not).
       | 
       | Budgeting helps you better understand the balance between
       | spending and earning. When you start considering the best
       | investment for the dollar you have earned, it makes a difference.
        
         | edoceo wrote:
         | Where can I get these cheap lattes? Seattle prices are >$5
        
           | ghaff wrote:
           | If they're that important to you, you can buy a relatively
           | inexpensive expresso machine/milk frother and make them at
           | home.
           | 
           | People can spend their money and time however they want of
           | course, but I'm always astounded by the lines at Starbucks
           | whether people standing in line or the drive-through.
           | 
           | I certainly use such places when traveling (though I try to
           | go to local shops) but I've never especially understood the
           | 8am stand in line for 20 minutes ritual.
        
       | civilized wrote:
       | TLDR: "don't skimp and save on your meager salary, instead become
       | a small business owner and aggressively exploit tax deductions
       | like Donald Trump"
       | 
       | I feel like some options are being ignored here? You can also
       | acquire more skills and get a higher paying job?
       | 
       | There's no easy way to have more money. If there was, everyone
       | would do it and the value of the money would be inflated away.
        
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