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Скачать или смотреть 1 Safety Net + 1 Credit Line = Flexibility

  • Canadian Wealth Secrets
  • 2025-12-26
  • 71
1 Safety Net + 1 Credit Line = Flexibility
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Описание к видео 1 Safety Net + 1 Credit Line = Flexibility

Once you’ve built a few months of expenses in cash, the goal shifts.

Instead of parking everything in savings, sophisticated investors build an Opportunity Fund:

• 1–2 months of expenses in cash

• A zero-balance LOC or HELOC, approved and untouched

This structure keeps your money working — while ensuring liquidity is always available when needed.

It’s the transition from saving for safety to managing liquidity strategically.

👉 Canadian business owners: comment MASTERCLASS to access our free training on creating a wealth reservoir and turning retained earnings into tax-efficient personal cash flow.

#OpportunityFund #CanadianInvestors #LiquidityManagement #SmartWealth

Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

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