Adapt to Start Fixing your Finances

Stage 2 | Homework | GB 911: Crash Course

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Today the focus is on you. You’ll work on adapting to your emergency by identifying a money strategy you can work on that will help you mend your finances now so you can thrive later on.

By working on things like an emergency fund or debt paydown, you’ll be able to lessen the depth of the hole of a future emergency so that climbing out the next time is a faster, smoother process.

Choose Your Strategy

Below, you’ll see two common strategies that can be used to rebuild finances. Each option has its own set of pros that make it attractive, and it’s likely you won’t be able to work on both options at the same time. Consider each option below and decide which one works best for you and any budgeting partners that you’re working with now. Remember, for Josh and Ashley, they chose to focus on building an emergency fund because they had spent their small amount of savings, and because the interest rate on their car was pretty low. You might choose to do the same, or you might choose to focus on paying down debt. Here are the options laid out a bit more clearly:

Option 1: Build an emergency fund

When you have an emergency fund that can cover at least 3-6 months of expenses, you’re able to:

  • Cover expenses and/or maintain your lifestyle in the event of a future emergency.
  • Avoid taking on more debt
  • Have more peace of mind

Option 2: Pay down debt

Paying down debt is a great financial goal. When debt is paid off, you’re able to:

  • Spend less of your monthly budget on debt payments
  • Save money by paying less interest over time
  • Avoid the risk of repossession or foreclosure because of unpaid loan installments
  • Experience less stress

In both cases, you’ll need to re-work your budget so that you can add space for the option you choose. Spend some time thinking about which option makes most sense for you. If you’re budgeting with a partner, make sure they’re included in this conversation. Once you decide, you can move on the following steps.

Helpful Tip: You can use Goodbudget to help you pay down debt with the Snowball Method.

Adjust Your Budget to Include Your New Strategy

Josh and Ashley needed to make further changes to their budget so that they could focus some of their income on building their emergency fund. Without those changes, it wouldn’t have been possible for them to save on a monthly basis.

As you think about changes you can make to your budget so that you have space for your new goal, consider creating a 50/30/20 budget. In that framework, 50% of your budget goes towards your needs, 30% towards wants, and the final 20% towards savings or debt paydown. Budgets that follow this structure automatically have buffers built into them. When an emergency strikes, it’s easy to strip down to a lean budget by cutting out the wants and savings. And, it’s quick work to add those things back in when you’re back on track.

Go ahead and think about the changes you can make so that you can work on building a fund or paying down debt. You can see how to update your Envelopes if you’re using Goodbudget. Don’t feel discouraged if you can only put a little aside. Even the seemingly smallest amount puts you that much closer to paying off your credit card or saving up your target emergency fund amount.

Helpful tip: If you receive a financial gift or other windfall at any point in the future, you’ll know you can use that for debt paydown or to stash in your emergency fund.

Then, when it comes time to grow out of your lean budget because you’re past the emergency, you’ll be able to think about making your goal a top priority in your budget.

Tell Us Below

  • Which goals are you choosing to work on?
  • How are you adapting to help you get there?

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9 thoughts on “Adapt to Start Fixing your Finances”

  1. My husband and I want to bolster our emergency fund, especially since our expenses have gone up quite a bit in the last year. After that, we’ll tackle more of our debt.

    Reply
  2. For me, the top priority is always to build (or rebuild!) an emergency fund. With a family of four, I feel better if I know there’s something to fall back on in case we run into a crisis.

    Reply
  3. I am building a smaller emergency fund while hitting debt – that way the debt won’t grow bigger. Slower but it works for me

    Reply
  4. My husband and I have been homeless since May 1st. We are trying to build an emergency fund, pay down debt and secure housing.

    Reply
  5. ### Why I Chose to Build an Emergency Fund

    1. **Stability and Peace of Mind**: Having an emergency fund will allow me to cover unexpected expenses without needing to rely on credit or loans. This is crucial, especially as I work towards getting custody of my son and need to ensure financial stability.

    2. **Avoiding New Debt**: By building an emergency fund, I can avoid taking on more debt if something unexpected happens. This will prevent me from getting into a deeper financial hole.

    3. **Building Financial Security**: Establishing an emergency fund is a step toward long-term financial security. It will give me the peace of mind that I can handle emergencies without derailing my progress toward other goals, such as saving for a house or paying off credit card debt.

    ### Adapting My Budget to Focus on This Goal

    To make room in my budget for building an emergency fund, I will need to make the following changes:

    1. **50/30/20 Budget Approach**: I will aim to create a budget where 50% goes towards my needs (like rent, utilities, and groceries), 30% towards my wants (like small leisure activities or hobbies), and 20% towards savings. In this case, the 20% will be allocated to building the emergency fund.

    2. **Re-evaluate Spending Categories**: I’ll need to rework some of my Goodbudget Envelopes, such as reducing non-essential spending categories to free up money for the emergency fund. For example, cutting down on discretionary spending like eating out or buying unnecessary items, which I’ve been working on recently.

    3. **Setting a Savings Target**: I’ll aim to save a specific amount each month towards my emergency fund. Starting with a smaller goal, such as $500, can be motivating and manageable. Once I reach that, I’ll increase my target incrementally.

    4. **Using Windfalls Wisely**: Any unexpected financial gains, such as gifts or bonuses, will go directly into the emergency fund to help reach my target faster.

    ### Next Steps

    – **Rework My Goodbudget Envelopes**: I will adjust the percentages and make sure that my budget reflects my new priority. This might involve creating a new envelope for the emergency fund or reallocating existing envelopes.

    – **Monitor Progress Regularly**: I’ll check my progress weekly to ensure I’m on track with my savings goals. I can adjust as needed based on any changes in income or expenses.

    Choosing to build an emergency fund now feels like the right decision for me as it provides a safety net and lays a solid foundation for future financial goals, including eventually paying off debt. Once I have a stable emergency fund, I can focus more aggressively on debt repayment with more peace of mind.

    Reply

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