# Ben Lake
Principais episódios de podcast
Atualizada:
Ben Morgan Lake (born 22 January 1993) is a Plaid Cymru politician and a member of the UK Parliament for the Ceredigion constituency.
== Background ==
Lake was born and brought up in Lampeter, the son of a policeman and a council worker. He attended Ffynnonbedr Primary School and Ysgol Bro Pedr.
Best Places to Park Short-Term Cash (with Ben Lake, CFA®, CFP®)
In this episode, we walk through how to think about short term financial goals and where your cash should live while you are working toward them. We discuss common goals like buying a home, purchasing a car, funding college, or starting a business, and why chasing returns with short term money can …
6 Ways to Get Liquidity in Your Financial Life (with Ben Lake, CFA®, CFP®)
In this episode, I’m joined again by Ben Lake, CFA®, CFP® to talk through one of the most common real-world challenges we see with clients: needing liquidity, fast. Whether it’s a house that suddenly comes on the market, a business opportunity, or a life event that wasn’t neatly planned for, most p…
Private Investments (When & Where They Fit in a Portfolio) with Ben Lake, CFA®, CFP®
Private investments are one of the most talked-about areas of investing right now, but they’re also one of the most misunderstood.
In this episode, Ben Lake and I break down how private investments actually work, including private equity, private real estate, and private credit, and more importantl…
Understanding Irrevocable Life Insurance Trusts (ILITS)
In this episode, Ben Lake, CFA®, CFP® and I break down ILITs, Irrevocable Life Insurance Trusts, and why they matter for high net worth families. At a 40% federal rate above the exemption, that can mean writing a check for tens of millions of dollars.
The real issue? Liquidity.
If your net worth is…
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Belfast Giants are once gain Elite League Champions
Davy and Simon are joined by the Hamill Brothers, Ben Lake and David Goodwin
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Biggest Financial Regrets of the Wealthy (w/ Ben Lake)
In this episode, Ben Lake joins me to break down the biggest financial mistakes we see from wealthy families, business owners, and high income professionals every single year.
We talk about the psychology behind investing, why so many people sit on massive amounts of cash, the dangers of concentrat…
Financial Regrets of High Net Worth People (w/ Benjamin Lake, CFA®, CFP®)
In this episode, Ben Lake and I talked about the mistakes we see over and over again with high net worth clients.
- Cash sitting idle for years
- Concentrated stock held too long
- Businesses sold too early
- Second homes nobody used
- QSBS missed entirely because nobody mentioned it existed
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Episode 1497: Hesitancy, US-Iran war overshadow Europe, Middle East, India PE/PP
This year has seen record price highs, then plunging lows, as polyethylene (PE) and polypropylene (PP) were rocked by the US-Iran war and choppy Red Sea logistics disruption.After a brief hiatus, the European PE & PP podcast returns, as ICIS senior editors unpick what the Middle Eastern war has mea…
Stop Doing Roth Conversions at the Wrong Time (w/ Ben Lake)
In this episode, Ben Lake and I broke down one of the most misunderstood tax strategies out there: Roth conversions.
We covered the windows most people miss, why down markets are actually the best time to convert, and why "taxes are going up so do Roth" is the wrong way to think about it.
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How to Give to Charity the Right Way (and Save a Ton in Taxes)
In this episode, Ben Lake and I broke down something that comes up constantly with high net worth clients:
Charitable giving (and how most people are doing it in the least efficient way possible)
Cash is almost never the right answer. Donor advised funds, stock donations, charitable remainder tru…
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