Why My Tax Return Was Bad – Episode 1

This is a true story, and though maybe not the gentlest way to teach a personal finance lesson it touches on a few topics, so here we go:

I was a recent college grad still looking for my big girl job.  I was working full time making roughly $38k per year.  I had a pretty nice apartment that I lived in alone in a relatively safe suburb.  I think at the time I drove a leased car – a Toyota Corolla.  My parents co-signed the lease for me because it helped me build credit and the payment was pretty cheap. (Thanks Mom & Dad) Blog Post: How to Build Credit

I received a refund on my tax return that year of a couple grand, and I was feeling pretty good about myself.  Look at me, a windfall!  In casual conversation with my dad, I tell him about my refund and that I was using it to pay off my credit card balance. (Score!)  

“What?! You have credit card debt?” he asked incredulously.  Now, I worked in collections for Discover Card, so I knew what credit card debt was, and to me, my balance was not it. 

 My dad only had 3 questions and 1 comment.

  1. Do you have a savings account and what is the interest rate? (1%)
  2. What is the interest rate on your credit card? (18-23%)
  3. Then why do you have a savings account?  (insert face-palm emoji)

Statement:  “I thought you were the smart one.”  #harsh #toughlove #parentinginthe80s

Like I said, not the gentlest delivery – but I learned the lesson.  Ballers don’t pay 23% interest on credit card debt while earning 1% on money they could actually use to not have debt.

My dad wasn’t raising me to be broke, he was raising me to be a Baller.

Article: Pay of Credit Card or Save for Emergency

PS: Ballers also don’t give the government an interest free loan.  More on that in another post.