Should I Borrow From My Investment Portfolio?

🔍 Book Your Free Consultation Have specific questions? Utilize the link below to schedule your free consultation and get personalized answers: https://calendly.com/selectivewealth/... 📺 About This Video In this video we cover the risks associated with collateralized lending accounts - commonly known as Pledged Asset Lines. Whether you're a beginner or an expert, you'll find valuable insights and tips that can help understand the risks associated with these types of accounts. 🕒 Timestamps 0:00 - Introduction 0:46 - What is a PAL line? 2:27 - How do PAL lines work? 3:12 - What are advance rates? 5:18 - Risks of PAL lines 6:23 - PAL Line Calculator 7:00 - Collateral advance rates 7:56 - Initial account balances 9:28 - Impact of a market decline 13:00 - Using the calculator to model scenarios 15:50 - Instances PAL lines might make sense 17:47 - Conclusion & Key Takeaways For a more in-depth discussion and resources, check out our calculator: https://www.selectivewealthmanagement... 👍 Like, Share, & Subscribe If you found this video helpful, please give it a thumbs up and share it with your friends. Your support helps us create more content like this. And if you haven't already, don't forget to subscribe! 📢 Stay Connected Follow us on Social Media: Instagram:   / selectivewealthmanagement   Facebook:   / selectivewealthmanagement   Twitter (X): https://twitter.com/selectivewm?lang=en 📚 Resources & Further Reading To learn more about more important financial topics for retirees, check out the following resources: https://www.selectivewealthmanagement... https://www.selectivewealthmanagement... https://www.selectivewealthmanagement... 💌 Contact Us For inquiries, partnerships, or just to say hi, email us at [email protected] 💬 Comments We love hearing from you! Share your thoughts, questions, or feedback in the comments below. Let us know what other topics you'd like us to cover in future videos. Thank you for watching, and we'll see you in the next video!