Ben Lake
Financial professional and recurring guest on The Long Game who advises on liquidity, borrowing strategies, and tax-efficient planning for high-net-worth households.
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Jan 30, 2026 • 28min
6 Ways to Get Liquidity in Your Financial Life
Ben Lake, a financial professional who advises high-net-worth households on liquidity and tax-efficient borrowing. He walks through sudden cash needs, when to sell taxable assets or RSUs, HELOCs versus cash-out refinancing, margin loans and pledged-asset lines, and the rising use of box spread loans for tax-savvy borrowing.
