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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Walkner Condon Financial Advisors
267 episodes
4 days ago
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast
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All content for Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals is the property of Walkner Condon Financial Advisors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast
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Investing
Business
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How to Access Liquidity Without Selling Investments | Pledged Asset Lines
Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
13 minutes 43 seconds
1 week ago
How to Access Liquidity Without Selling Investments | Pledged Asset Lines

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



Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast