Client overview
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How to Borrow from your Existing Assets [Case Study] 00:00 - Intro 00:41 - Client Overview 02:29 - Liquidity (Cash) 02:56 - Liquidity (Non-Qualified Investments) 05:09 - Liquidity (Retirement Accounts) 08:02 - Liquidity (Property) 09:57 - Going Nuclear 10:31 - Financing Options 10:50 - Recommendation 13:35 - Calls to Action Bridge Loan - https://youtu.be/XV7GKs6gCf0 #retirement #edmonds #taxsavings | Chris Dime, CFP - Dime & Associates
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How to Borrow from your Existing Assets [Case Study] 00:00 - Intro 0…
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