How can credit support your wealth plan? Credit can preserve investment positions, help you take advantage of market opportunities, or meet short-term liquidity needs without disrupting your long-term plan.

In this episode of I’ve Been Meaning To Do That, Oscarlyn Elder and Elizabeth Greene explore the strategic uses of credit, and how consultations about credit with your advisory team can help support your overall goals.

Also in the discussion:

• Why having credit solutions in place before you need them can give you flexibility, speed, and negotiating power

• The importance of customization, instead of a one-size-fits-all approach

• How experts match careful cash flow and risk analysis alongside credit use

• A team approach for collaboration among advisors, lenders, investment professionals, and estate planners

If you’d like to take notes on today’s episode, you can download this free template.

Podcast worksheet

Have a question for Oscarlyn or her guests? Email [email protected]