Life rarely goes according to plan, and that’s exactly why flexible financial strategies matter.
 
In this episode of Living Richly with Curo, Anne and Atricia share real client stories and creative planning solutions for those moments when Plan A falls apart. 
 
📝 From unexpected real estate timelines to surprise capital calls, you’ll learn how smart borrowing strategies—like securities-backed lines of credit (SBLOCs), interest-only bank loans, and even life insurance loans—can help fund major financial goals without derailing long-term plans.
 
💡 Whether you’re buying a second home, making a capital contribution, or funding a one-time opportunity, this episode is packed with actionable insights financial advisors use every day.
 
Here’s what you’ll learn 👇
 
 🔄 Why flexibility is one of the most underrated tools in a financial plan
 🏘️ How to use securities-backed lines of credit (SBLOCs) without overexposing yourself to risk
 🧾 How permanent life insurance policies can provide liquidity—if you know how to leverage them
 🪣 The importance of having non-retirement investment buckets for optionality
 🤝 Why having trusted financial partners helps you pivot without blowing up your plan
 
If you're preparing for a major life transition, or just want to make smarter decisions about your financial resources, this episode will show you how to stay nimble, strategic, and calm when the unexpected hits.
 
Live richly!
 
✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!
 
#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #SmartBorrowing #WealthStrategy #PersonalFinanceTips #MoneyMoves #LiquidityPlanning #FinancialWellness #CreativeFinancing

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