FINANCEMonths to result

The 15-Year Mortgage Rule

Pay off your mortgage in 15 years

Problem it solves

poor financial decisions

Best for

Individuals with a stable income and a desire to pay off their mortgage quickly

Not ideal for

Individuals with a variable income or those who cannot afford the higher monthly payments

Overview

Why this framework exists

The 15-Year Mortgage Rule is a framework for paying off a mortgage in 15 years. This is achieved by making higher monthly payments, which can save the individual hundreds of thousands of dollars in interest payments over the life of the loan. The rule is simple: if you must take out a mortgage, pretend only 15-year mortgages exist.

Core principles

3 total
  1. Paying off a mortgage in 15 years can save hundreds of thousands of dollars in interest payments.
  2. Higher monthly payments are required to pay off a mortgage in 15 years.
  3. Pretending only 15-year mortgages exist can help individuals make smarter financial decisions.

Steps

3 steps
  1. Determine your mortgage amount and interest rate
    Calculate your mortgage amount and interest rate to determine your monthly payments. Use a mortgage calculator to determine the monthly payments for a 15-year mortgage.
    Pro tipConsider working with a financial advisor to determine the best mortgage option for your situation.
    WarningBe aware that higher monthly payments may be required to pay off a mortgage in 15 years.
  2. Create a budget and make adjustments
    Create a budget that accounts for the higher monthly payments required to pay off a mortgage in 15 years. Make adjustments as needed to ensure you can afford the payments.
    Pro tipConsider reducing expenses and increasing income to make it easier to afford the higher monthly payments.
    WarningBe aware that making adjustments to your budget may require sacrifice and discipline.
  3. Make extra payments
    Make extra payments towards your mortgage principal to pay off the loan more quickly. Consider making bi-weekly payments or applying tax refunds towards the principal.
    Pro tipConsider setting up automatic payments to make it easier to make extra payments.
    WarningBe aware that making extra payments may require discipline and sacrifice.

Checklist

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Examples

2 cases
Luke's story

Luke and his wife paid off their $200,000 mortgage in 3 years by living frugally and making extra payments.

OutcomeThey were able to achieve financial freedom and own their home outright.
Sabrina and Doug's story

Sabrina and Doug paid off their mortgage 1.5 years ahead of schedule by following the Baby Steps and making extra payments.

OutcomeThey were able to achieve financial peace and own their home outright.

Common mistakes

3 traps
Not considering the higher monthly payments required for a 15-year mortgage
Failing to consider the higher monthly payments required for a 15-year mortgage can lead to financial strain and difficulty making payments.
Not creating a budget and making adjustments
Failing to create a budget and make adjustments can make it difficult to afford the higher monthly payments required for a 15-year mortgage.
Not making extra payments
Failing to make extra payments towards the mortgage principal can prolong the payoff period and result in paying more interest over the life of the loan.

Origin story

How this framework came to be

The 15-Year Mortgage Rule was developed by Dave Ramsey as part of his Total Money Makeover program. The rule is based on the idea that paying off a mortgage in 15 years can save individuals a significant amount of money in interest payments and help them achieve financial freedom more quickly.

Source

Traced to primary
Source · BOOK
The Total Money Makeover Updated and Expanded
Dave Ramsey · 2024
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