Case Study: -76k DEBT w/ this 30-Month HELOC Strategy

one of our clients, “Pete,” who transformed his finances by mastering his HELOC (Home Equity Line of Credit) as a powerful tool. In just 30 months, Pete went from $76K in debt to building a sustainable, tax-free income stream of $95K per year. And the best part? He’s on track to retire by age 56.

Join us as we take you step-by-step through Pete’s strategy, showing exactly how he:

• Used his HELOC to crush debt quickly and efficiently
• Reinvested cash flow to build a reliable, tax-free income
• Created a pathway to financial freedom and early retirement

Whether you’re dealing with debt, looking for alternative ways to build wealth, or simply interested in leveraging your finances for a brighter future, this case study will give you the tools and inspiration you need to take control of your financial journey.

👉 Stay until the end to learn how you can apply similar strategies to your own finances!

Chapters:
0:00 Introduction

📌 Ready to take control of your financial future? Don’t miss out on this actionable, step-by-step breakdown!

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Disclaimer:
We are not lenders, financial advisors, or tax attorneys. Our goal is to provide unbiased education about personal finance to empower you to make informed decisions. We own Self Directed Retirement Plans and provide services for Self Directed Accounts and offer free consultations for the strategies we teach here on this channel. We speak from our experience with clients and our own personal journey in debt repayment and wealth building.

[darkwings]

Such a great live! You guys are awesome. Don’t let the tech issues bother you…all good on my side 💯

[dmote]

what about the money needed to live for the month on after the mortgage and all required example....if its 800 to live on do you pull the 800 from the line or just leave it out when you deposit the rest of the money from your checks on to the line?