Home Case Studies Retired Couple

Case Study

Retired Couple

Retirement Planning

3 yrs

Payoff Time

$50,604

Interest Saved

17+ yrs

Paid Off Faster

$20,697

Additional Savings

Strategy Comparison

Current Scenario MEG Strategy
Total Interest Paid $74,164.68 $23,560.32
Interest as % of Loan 35.05% 10.54%
Total Payments 240 32
Years to Pay Off 20.0 years 2.67 years

$50,604.36 in interest savings

The Situation

A retired couple with a $148,000 mortgage balance on a home worth $420,000. With 20 years remaining at 3.25% APR and monthly payments of $1,299, they were set to pay $74,165 in total interest (35% of their loan). They also had an RV loan of $56,800 at 5% and a truck loan of $6,800 at 6%. Total debt load: $211,600. Net monthly income of $12,000 with $6,500 in expenses left them with $5,500 monthly cash flow.

Our Approach

Using the MEG strategy with a $336,000 credit limit, we restructured their debt to dramatically accelerate payoff. By leveraging their available equity and optimizing payment flow, we reduced their total interest from 35% of the loan down to just 10.54%—cutting 240 payments down to just 32.

The Outcome

Completely debt-free in 2.67 years instead of 20 years. Saved $50,604 in mortgage interest plus an additional $20,697 in interest on their RV and truck loans. Total interest savings: $71,301.

Financial Details

Loan Details

Home Value
$420,000
Mortgage Balance
$148,000
Current APR
3.250%
Line of Credit Rate
7.50%
Months Remaining
240 (20.0 years)
Monthly Payment
$1,299.00
Credit Limit Used
$336,000

Income & Cash Flow

Net Monthly Income
$12,000
Monthly Expenses
$6,500
Monthly Cash Flow
$5,500
Total Debt
$211,600

Additional Debts Eliminated

Type Balance Monthly Payment Interest Rate
RV $56,800.00 $496 5.00%
Truck $6,800.00 $969 6.00%

$20,696.75 saved on additional loans

Key Results

$50,604

Interest Saved

17 Years

Paid Off Early

3 Years

Total to Mortgage Freedom

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