Debt ManagementBeginner5 min read

Good debt vs. bad debt

Not all debt is the same. Treating a mortgage like a credit card — or vice versa — is a costly mistake.

The financial internet loves to say 'all debt is bad.' That's cleaner than the truth, which is that debt is a tool and, like any tool, its usefulness depends on what you're using it for and how expensive it is.

Bad debt

Bad debt is debt with a high interest rate used to buy things that don't generate income or appreciate. Credit cards, payday loans, buy-now-pay-later plans, high-APR personal loans, and car loans at punitive rates all fall in this bucket. The math is brutal: a 24% APR credit card balance roughly doubles every three years.

If the interest rate is higher than the long-term stock market return (~7% real), paying it off is mathematically better than investing. This is one of the few 'guaranteed returns' in personal finance.

Good debt (or at least, not bad)

Debt used to buy something that makes you more money, or that carries a low enough rate that it's cheaper than the alternatives, can be fine. A mortgage at 3% that lets you buy a home in a rising market. A student loan for a degree that doubles your income. A 0% APR promotional period on a credit card used strategically and paid off before it expires.

The middle — context-dependent

  • Car loans: depends on the rate and whether the car is a need. 2% auto loan on a reliable used car? Fine. 9% auto loan on a depreciating luxury car? Bad.
  • Student loans: depends on what you studied and what you do now. A $200k loan for a $50k career is a disaster. A $30k loan for a $120k career is a bargain.
  • Mortgages: cheap debt on an appreciating asset is mostly good — but only if the house payment fits your life.

The rule

When in doubt, assume it's bad debt. People who treat a 0% loan like free money usually pay 20% in the end. Debt is gravity — you feel it less while it's working in your favor.

Put this into practice

Worth tracks your accounts, budgets, and goals — so the concepts in this article aren't just theory.

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