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Case Study

Average W2 Employee

Traditional Employment

4 yrs

Payoff Time

$19,371

Interest Saved

12+ yrs

Paid Off Faster

$2,102

Additional Savings

Strategy Comparison

Current Scenario MEG Strategy
Total Interest Paid $28,484.92 $9,114.20
Interest as % of Loan 25.30% 4.57%
Total Payments 192 47
Years to Pay Off 16.0 years 3.92 years

$19,370.72 in interest savings

The Situation

A traditional W2 employee with a $101,700 mortgage on a $190,000 home. With 16 years remaining at 2.99% APR and $1,014 monthly payments, they faced $28,485 in total interest (25.3% of loan). They also carried three additional debts: an auto loan at $3,500 (7.5%), and two personal loans at $3,300 (11%) and $4,100 (15%). Total debt: $112,600. With net monthly income of $5,175 and expenses of $3,565, they had $1,610 monthly cash flow.

Our Approach

With a $50,300 credit limit based on their home equity, we consolidated and optimized their debt structure. The strategy eliminated the high-interest personal loans first while restructuring the mortgage payoff. Reduced total interest from 25.3% to just 4.57% of the loan—cutting 192 payments down to 47.

The Outcome

All debt eliminated in 3.92 years instead of 16 years. Saved $19,371 in mortgage interest plus $2,102 on the auto and personal loans. Total savings: $21,473.

Financial Details

Loan Details

Home Value
$190,000
Mortgage Balance
$101,700
Current APR
2.990%
Line of Credit Rate
6.00%
Months Remaining
192 (16.0 years)
Monthly Payment
$1,014.00
Credit Limit Used
$50,300

Income & Cash Flow

Net Monthly Income
$5,175
Monthly Expenses
$3,565
Monthly Cash Flow
$1,610
Total Debt
$112,600

Additional Debts Eliminated

Type Balance Monthly Payment Interest Rate
Auto $3,500.00 $360 7.50%
Personal Loan $3,300.00 $91 11.00%
Personal Loan 2 $4,100.00 $122 15.00%

$2,101.73 saved on additional loans

Key Results

$19,371

Interest Saved

12 Years

Paid Off Early

4 Years

Total to Mortgage Freedom

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