Real Client Results

Success Stories

Real people. Real debt. Real results. See how CLB® clients paid off massive amounts of debt in years — not decades.

90% of home buyers opt for a 30-year mortgage — but that doesn't mean you have to spend a third of your life paying it off.

Josh & Lauren H.
Goal: Pay Off Student Loans & Mortgage
6Y 8M
Total Debt-Free Timeline

At a Glance

StartedNov 2016
Ages29 / 28
LocationVirginia
Family Income$7,901/mo
ProgramProf. Blend / 2nd Lien HELOC

Starting Debt

Mortgage$129,500
Vehicle$5,800
Student Loans$261,916
Total$397,216

Their Story

Josh and Lauren were introduced to TruthInEquity.com by their financial planner. Both college educated, no kids — their mortgage was manageable. What was killing them was $262,000 in student loan debt. In 2016 alone they paid $17,000 in student loan interest. Lauren was even earning less than her education dictated just to keep the monthly payments within budget. This debt felt like a life sentence.

TIE Recommended: Professional Blend with $50,000 2nd lien HELOC — used to first attack the student loan, then redirect to pay off the mortgage.

Results Since November 2016

$180,000
Student loan debt paid in 3 years
$1,055/mo
Monthly interest savings
37
Age at full debt freedom

Josh and Lauren paid back $180,000 of student loan debt in just three years. Interest on remaining debt dropped from $17,000/yr to $4,344/yr. Estimated mortgage payoff: March 2024 — completely debt-free at age 37 after only 6 years and 8 months on the program. Josh then planned to use CLB® to build their retirement portfolio.

Rodlyn & Amanda
Goal: Pay Off Mortgage / Retain Interest
7Y 5M
Projected Payoff

At a Glance

StartedSep 2019
Ages34
LocationFlorida
Family Income$5,400/mo
ProgramProf. Blend / 2nd HELOC

Starting Debt

Mortgage$151,796
Vehicle$14,967
Student Loan$3,073
Total$169,836

Their Story

Amanda found a TruthInEquity YouTube video while searching for ways to pay off their mortgage early. They were already investing in home improvements to build equity — but had no strategy to accelerate their payoff. After scheduling a consultation, they implemented CLB® with a 2nd mortgage HELOC.

Consolidating their vehicle, motorcycle, patio loan, and student loan into the HELOC saved them $727 per month immediately. Their 1st mortgage rate of 3.25% made keeping the conventional loan in place the right call.

Results — First 3 Months

$30,000
Mortgage balance reduction
$727/mo
Immediate monthly savings
$1,348/mo
New positive cash flow (was $735)

In just 3 months they lowered their mortgage balance by $30,000 and their HELOC balance by $5,000. Monthly positive cash flow nearly doubled from $735 to $1,348. On pace to meet or exceed their 7-year 5-month total payoff projection.

Brent & Amanda
Goal: Pay Off Mortgage / Build Equity
$84,000
Equity Gained in 8 Months

At a Glance

StartedSep 2014
Ages41 / 40
LocationColorado
Family Income$8,730/mo
ProgramProf. Blend / $45k 2nd HELOC

Starting Debt

Mortgage$317,561
Remaining Term28 yrs 10 mos
Monthly Payment$1,704/mo

Their Story

Brent and Amanda had great jobs and almost no debt — just a 30-year mortgage. After seeing Jordan Goodman on Fox News explaining how anyone could pay off a 30-year mortgage in 5–7 years without changing their lifestyle, they called Truth In Equity.

The pain point was clear: after a full year of payments they had paid down less than $7,000 in principal. Almost everything was going to the bank in interest. They had goals — acquiring real estate and an early retirement for Amanda — and the math wasn't working.

TIE Recommended: Professional Blend with a $45,000 2nd position HELOC. The numbers with the line in second position far exceeded replacing the mortgage with a HELOC.

The Results — Brent Said It Best

"From 21k in equity to 105K in less than a year — woohoo!!"
— Brent, 8 months after implementation

That's $84,000 in gained equity in only eight months. A setback came when Amanda lost over a year of income due to illness — yet even that couldn't derail the program. As a follow-up in June 2019, they confirmed they were still on track to pay off the entire mortgage.

Brian & Julie S.
Goal: Debt Free Before Retirement
2011
CLB® Client Since

At a Glance

StartedJun 2011
Ages56 / 55
LocationJamestown, ND
Family Income$5,967/mo
ProgramProf. Blend → 1st Lien HELOC

Starting Debt

Mortgage (1st & 2nd)$147,157
Credit Card$3,150
Vehicle$5,588
Total$155,985

Their Story

Brian and Julie heard about TruthInEquity.com on a local radio station. Living paycheck to paycheck at 56 and 55 years old with a strong desire to retire debt-free, they joined the TIE family in 2011.

TIE Recommended: Professional Blend with a $50,000 2nd mortgage HELOC, then transitioned to an Executive Choice $175,000 1st lien HELOC in 2013 after paying down $43,265 in two years.

Brian has used CLB® as a true financial platform — not just for payoff, but for life's big purchases without derailing his retirement goals:

  • Steel roof — $28,000 (last one he'll ever need)
  • New car for Julie — $44,000
  • Two cruises — $10,000 (30 years of marriage, they were due)
  • Tractor — $16,000 (because Brian wanted one)

Still On Track — Decades Later

$43,265
Debt eliminated in first 2 years
$98,000
In major purchases funded via CLB®
$0
Savings dipped during Julie's illness
"I got this." — Brian   |   "We're right on pace." — Julie, CFO of the family

Even after Julie was out of work for 7 months in 2015, they didn't feel the loss in their lifestyle and didn't touch savings. Brian's daughters and several friends are now CLB® practitioners too.

Patrick H. & Wife
Goal: Eliminate Mortgage Interest / Early Retirement
44
Age at Mortgage Payoff

At a Glance

StartedSep 2016
Ages37 / 35
LocationLos Angeles, CA
Family Income$5,966/mo
ProgramProf. Blend / $25k 2nd HELOC

Starting Debt

Mortgage$238,636
Remaining Term25 yrs 3 mos
Total Interest (if paid normally)~$172,000

His Story

Patrick was introduced to TruthInEquity.com by his financial planner. He wasn't carrying consumer debt — just a mortgage. But the math on 30 years of interest was unacceptable. To acquire $250,000 in his investment portfolio he would have to contribute $690,000 of income — nearly $440,000 of that just for the mortgage and its associated interest.

"He didn't mind repaying the $238,000 he borrowed. He just wasn't willing to pay $172,000 in interest along the way."

TIE Recommended: Professional Blend with a $25,000 2nd mortgage HELOC. A two-loan structure proved safer and more productive given his 3.625% rate and large balance.

Results Since September 2016

$126,000
Mortgage eliminated since 2016
$70,000
Interest savings projected
$293,000
Additional retirement portfolio by age 65

In 2019 Patrick's TIE strategist identified an opportunity during a routine review — Patrick had paid off so much principal that his mortgage company approved a $550/month payment reduction without refinancing. That's a $6,600 annual tax-free raise that pulled his payoff forward another 12 months. Patrick is now on track to be mortgage-free at age 44 — with 20+ years to invest what was his mortgage payment.

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