How to Access Liquidity Without Selling Investments | Pledged Asset Lines

03/11/2025 13 min

Listen "How to Access Liquidity Without Selling Investments | Pledged Asset Lines"

Episode Synopsis

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 financingWhether 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 Lines00:35 Defining Pledged Asset Lines01:44 Example Scenario: Using a Pledged Asset Line04:48 Advantages of Pledged Asset Lines08:42 Potential Downsides and Considerations12:16 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/walknercondonFacebook: https://www.facebook.com/walknercondon

More episodes of the podcast Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals