Latest / Equity Mates Investing Podcast
Lump sums, inheritance and the mistakes that cost you with Dylan Pargiter-Green
Whether it’s an inheritance, separation payout, work bonus or lucky Powerball moment, a lump sum can change your financial trajectory...if you make the right calls.
Bryce and Alec are joined by Dylan Pargiter-Green from Bold Wealth to unpack the emotional, practical and tax considerations that come with sudden wealth, and why the best move might be taking a breath before doing anything.
If you’d like to speak to Dylan or anyone on our advice network head to https://equitymates.com/advice/
In this episode:
00:00 — Why windfalls matter for investors
03:25 — Inheritances, separation, bonuses and…
The skinny
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