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Glass
30th May 2016, 08:08 PM
From NPR

JACOB GOLDSTEIN, HOST:
Hey, it's Jacob Goldstein. Today's show is a rerun. It originally aired all the way back in 2010. It's a good one.
(SOUNDBITE OF ARCHIVED BROADCAST)

ALEX BLUMBERG, BYLINE: Hello and welcome to NPR's PLANET MONEY. I'm Alex Blumberg.

CAITLIN KENNEY, BYLINE: And Caitlin Kenney. Today on the show, life at the poverty level. We hang out with a woman named Edith, a single mother who makes $16,000 a year and yet managed to fund a vacation at a Caribbean resort with an interest-free loan from one of the world's largest banks. She is a fascinating woman, and you are going to hear all about her.

(SOUNDBITE OF MUSIC)
KENNEY: This woman's name is Edith Calzado, and she is perhaps the single most successful and productive beneficiary of government transfer payments you'll ever meet. Transfer payments - think of welfare and food stamps.

BLUMBERG: Some people in the country earn more than they need to cover their basic necessities. And the government taxes those people and gives some of that money to people the government thinks don't earn enough to cover their basic necessities. Those are transfer payments.

KENNEY: And there's obviously a really contentious debate about transfer payments. One argument you hear is that transfer payments just don't make economic sense, that they punish productive work by taxing it and then reward other people for not being productive. Some people argue that it takes away the initiative to go out and get a job if you know you're going to get this money anyway. And so the argument goes that everyone just ends up poor - the rich, the poor - that these payments aren't good for anyone.

BLUMBERG: No, and this is an economic argument, not a moral argument. There is a moral argument that says it's fine if everyone is poor as long as we live in a fair society. So transfer payments make sense just on that. But there is also an economic counterargument as well, that transfer payments, if done right, actually improve the economy in the long run.

And this argument says basically, poverty itself is inefficient. Trying to keep your family fed while living at the margin, it doesn't allow you to develop your human capital. In other words, extreme poverty keeps you from getting the education you need to get a good skilled job that would help make you and the whole society at large richer.

KENNEY: Edith Calzado is the poster child for that second argument. So Alex, you and I met Edith at an antipoverty program that's run by the city. It's called a Financial Empowerment Center. And it's a place where people who live in New York and have low incomes can come in and get free financial counseling and advice. She was there having her first interview with her counselor, Michelle Murio (ph).

BLUMBERG: And at first blush, Edith seemed to be in pretty bad shape. She was a single mother. She had a restraining order against her husband, who'd abused her. And she was earning very little money, as we found out when Michelle asked Edith about her income.

MICHELLE MURIO: How much do you make, roughly, on average, a month?

EDITH CALZADO: This year I make, like, 11,000.

MURIO: No, per month.

CALZADO: Oh, per month? It's like 900.

MURIO: OK. And how much do you spend money on groceries per month? How much do you spend? You don't?

CALZADO: I don't spend.

MURIO: Because you get...

CALZADO: I get food stamps. And also there is some place - they have a food pantry.

MURIO: OK.

CALZADO: And I go there too.

MURIO: And your debt, the stuff that you think you owe out there, what do you think it is around? How much do you think you owe out there, roughly?

CALZADO: Like 2,300.

KENNEY: So initially, this was a pretty grim picture, Alex. We were just sitting here, hearing how little she makes and how much she owes. And it turns out that Edith does have other ways she makes income on the side. She cleans offices and sells baked goods around her neighborhood.

But even with this extra money, she told us she only brings in about $16,000 a year, which - this was pretty scary for me to learn - but apparently, in New York City,
that is still considered above the poverty line. It's just barely above the poverty line. But making $16,000 a year puts you above the poverty line for a family of two.

BLUMBERG: And, as she said, she has $2,300 in debt. And that was credit card debt. But as she continued this counseling session, more and more emerged about Edith. And the picture started to change. So for example, she has $900 in savings. She puts away at least 20 to $30 a month. And then that debt, that credit card debt, it turns out it's all interest-free. So Edith is really good at taking those teaser rates from banks - you know, when they say 0 percent interest until January 2011 or whatever. And she milks them for all they're worth.

KENNEY: She's also really good at getting those store credit cards. You know, when you're shopping in Filene's and they're like, if you sign up today we'll give you a 10 percent discount. She would do that. She would sign up for the store card, use it for the discount and then just pay off the balance and close the card out.

BLUMBERG: Michelle, the counselor, pulled Edith's credit report. And she wouldn't tell us the number on tape. But her credit report was excellent.

MURIO: That's your credit score.

CALZADO: Oh.

MURIO: Excellent, OK? So let's go over what you got going on here. You have a Sears card that has been closed by you, zero balance, right? Chase, Toys R Us, closed, zero - GAP, closed, zero - Kohl's, zero, and it's open.


NPR (http://www.npr.org/templates/transcript/transcript.php?storyId=479349851)

Glass
30th May 2016, 08:11 PM
And then

KENNEY: So Alex, you and I were sitting there listening to this. And we're thinking this is so different from that story you usually hear about the poor person who is being taken advantage of by all these credit card companies or predatory lenders who are saying hey, we'll give you all this money for a low rate. And then they end up really in debt and they don't know what to do. Edith was taking advantage of those low rates. But then she was paying them off before the companies could even charge her interest. So she was taking their money and not the other way around.

MURIO: Mandy's, zero - Citibank, closed, zero - Children's Place, zero, OK?

KENNEY: I've got to say, Alex, at this point when we're sitting there hearing this, I started to feel kind of bad about my own financial situation.

BLUMBERG: I know, me too a little bit.

KENNEY: Edith just was so savvy. And I was like, we have a lot to learn from Edith.

BLUMBERG: So we decided, let's spend some more time with her. So a couple months after meeting her at this Financial Empowerment Center, we caught up with her again and spent the day with her. And I asked her about all of those teaser-rate credit cards she had opened.

So have you ever had a - have you ever paid an interest rate on a credit card?

CALZADO: No, no way.

BLUMBERG: So you've never paid a bank fee?

CALZADO: No, no, no, no, no.

BLUMBERG: And how much money have you borrowed interest-free, do you think, over the course of your life? How much money have you borrowed...

CALZADO: In total, everything?

BLUMBERG: In total, yeah.

CALZADO: Yeah. It's, like, 13,000.

BLUMBERG: Thirteen thousand?

CALZADO: Yeah, 13,000.

BLUMBERG: So you've borrowed $13,000 from them...

CALZADO: From Citibank.

BLUMBERG: ...For free?

CALZADO: Yeah, for free.

KENNEY: All right. For those of you keeping score at home, that's Edith Calzado, $13,000, Citibank, zero.

BLUMBERG: Well, it's not exactly zero. She does pay a balance transfer fee of 3 percent.

KENNEY: All right.

BLUMBERG: But still, we looked it up. And Edith, a Dominican immigrant on food stamps, is borrowing money more cheaply than the average highly-rated U.S. corporation is.
And in fact, just recently, one of these interest-free loans that she got enabled Edith to treat her son, Sammy (ph), to something he had never experienced before, a vacation at a resort in the Dominican Republic.

CALZADO: I pay $103 for my son and I, everything included, from Friday to Saturday. And you are allowed to enjoy the six hotel in the resort. This was awesome - my son say, awesome.

SAMMY: Everything was awesome.

KENNEY: Here's Edith's son, Sammy, who's 9 years old.

SAMMY: And they had four hotels. And there was, like, this little train that would pick you up. And it would take you to any of the hotels you wanted. And then we also went to Ocean World, which - where we got to play with dolphins and sea lions.

KENNEY: Wow, that sounds pretty cool.

SAMMY: Yeah, and I got to dance with a dolphin.

KENNEY: You danced with a dolphin?

SAMMY: Yeah.

KENNEY: Who's a better dancer, you or the dolphin?

SAMMY: The dolphin.

KENNEY: The dolphin?

BLUMBERG: So again, Edith got to do all of this by borrowing money interest-free. So she was able to spread out the cost of this trip into a whole bunch of different installments that she never paid any interest on. Now, the fact that Edith was able to do that as an immigrant from the Dominican Republic living at the poverty level is pretty surprising. But it's even more surprising given Edith's life story, which she shared with us during the day that we spent with her.

NPR (http://www.npr.org/templates/transcript/transcript.php?storyId=479349851)

Glass
30th May 2016, 08:15 PM
I skipped a bit but the point is, Transfer payments - it's money well spent.

KENNEY: OK Alex, so let's try to put this in context. How much, exactly, of our federal tax dollars are actually going to transfer payments? How much of the taxpayer money is going to Edith and, of course, Edith's neighbor also?

BLUMBERG: All right, so let's first - let's say up front, if you actually look at the government figures, the transfer payment that Edith has the most problems with - what she called welfare, which is just cash payments to income families - that is a very small number, just 0.6 percent of your tax bill. Less than 1 percent of your tax bill goes to that program.

KENNEY: But if you look at other programs, like food stamps and Medicaid, it's a much bigger number. Almost 10 percent of our federal tax bill is going to pay for Edith and Sammy's health care and food. And then when you add in state and local taxes, it's a little more.

BLUMBERG: And just to compare - the transfer payments we pay to Edith and other poor people are dwarfed by transfer payments we pay to another group, the elderly - Medicare and Social Security. That is a little under half of our tax bill.



NPR (http://www.npr.org/templates/transcript/transcript.php?storyId=479349851)