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Chapter 03 · Debt

Defeating Debt

Not all debt is equal. Understanding the difference between productive, manageable, and destructive debt is the first step to escaping it permanently.

Debt Classification

Not All Debt Is Created Equal

Credit card debt at 22% APR can destroy wealth. A mortgage at 6–7% may actually be a productive financial tool. The strategy depends heavily on the interest rate.

The Avalanche Method focuses on the highest-interest debt first while maintaining minimum payments elsewhere. This is mathematically optimal and minimizes total interest paid.

The Snowball Method targets the smallest balance first. Psychologically powerful, it builds motivation through early wins and often leads to higher completion rates.

Rule of Thumb

Any debt above 6% APR should usually be repaid before investing outside employer-matched retirement accounts.

Avalanche Method

Pay the highest interest rate first. This minimises total interest and is mathematically optimal.

Snowball Method

Pay the smallest balance first. Momentum from quick wins keeps motivation high.

Debt by Type

Debt Classification Framework

Debt Type Reference 2026
Debt Type Typical APR Priority Strategy Risk Level
Credit Card 18–29% Critical Avalanche first Destructive
Personal Loan 8–15% High Pay aggressively Moderate
Auto Loan 6–12% Medium Standard payments Manageable
Student Loan 4–7% Low–Med Income-based plans Low
Mortgage 6–7% Low Maintain schedule Productive
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