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How to Access Liquidity Without Selling Investments | Pledged Asset Lines

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Manage episode 517543213 series 1446412
Content provided by Walkner Condon Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walkner Condon Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Gimme Some Truth, Clint and Nate dive into the world of pledged asset lines—also known as securities-backed loans. They break down how these loans work, when investors might consider using them, and how they compare to traditional lending tools like home equity lines of credit (HELOCs).

You’ll learn:

🔹 What a pledged asset line is and how it functions

🔹 Real-world examples of how investors use them

🔹 The advantages and potential risks involved

🔹 How securities-based loans can provide liquidity without selling investments

🔹 What to consider before choosing this type of financing

Whether you’re curious about alternative lending options or want to understand the mechanics of borrowing against investments, this episode offers a clear and practical explanation.

Timestamps:

00:00 Introduction to Pledged Asset Lines

00:35 Defining Pledged Asset Lines

01:44 Example Scenario: Using a Pledged Asset Line

04:48 Advantages of Pledged Asset Lines

08:42 Potential Downsides and Considerations

12:16 Conclusion and Final Thoughts

🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:

👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon

🌐 Learn More About Walkner Condon Financial Advisors:

Visit: https://walknercondon.com

🌍 Are You a U.S. Expat?

We specialize in financial planning for Americans abroad:

Explore our dedicated expat site: https://usexpatinvesting.com

📣 Connect with Us on Social Media:

LinkedIn: https://www.linkedin.com/company/walknercondon

Facebook: https://www.facebook.com/walknercondon

  continue reading

267 episodes

Artwork
iconShare
 
Manage episode 517543213 series 1446412
Content provided by Walkner Condon Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Walkner Condon Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Gimme Some Truth, Clint and Nate dive into the world of pledged asset lines—also known as securities-backed loans. They break down how these loans work, when investors might consider using them, and how they compare to traditional lending tools like home equity lines of credit (HELOCs).

You’ll learn:

🔹 What a pledged asset line is and how it functions

🔹 Real-world examples of how investors use them

🔹 The advantages and potential risks involved

🔹 How securities-based loans can provide liquidity without selling investments

🔹 What to consider before choosing this type of financing

Whether you’re curious about alternative lending options or want to understand the mechanics of borrowing against investments, this episode offers a clear and practical explanation.

Timestamps:

00:00 Introduction to Pledged Asset Lines

00:35 Defining Pledged Asset Lines

01:44 Example Scenario: Using a Pledged Asset Line

04:48 Advantages of Pledged Asset Lines

08:42 Potential Downsides and Considerations

12:16 Conclusion and Final Thoughts

🔔 Subscribe for More Insights on Financial Planning, Investing, and Retirement:

👉 Subscribe to our channel and never miss an episode of Gimme Some Truth @walknercondon

🌐 Learn More About Walkner Condon Financial Advisors:

Visit: https://walknercondon.com

🌍 Are You a U.S. Expat?

We specialize in financial planning for Americans abroad:

Explore our dedicated expat site: https://usexpatinvesting.com

📣 Connect with Us on Social Media:

LinkedIn: https://www.linkedin.com/company/walknercondon

Facebook: https://www.facebook.com/walknercondon

  continue reading

267 episodes

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