Episode
Lump sums, inheritance and the mistakes that cost you with Dylan Pargiter-Green
- Published
- May 11, 2026
- Duration seconds
- 1826
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Summary
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 other windfalls 05:58 — Why talking about sudden wealth is so hard 08:13 — Splurging, squirrelling and the biggest windfall mistakes 11:42 — The first smart moves after money lands 16:58 — Tax, wills and why equal assets aren’t always equal 19:49 — Family conversations and inheritance planning 22:52 — SKI: spending the kids’ inheritance 25:35 — Income streams, gifting early and aged care planning 27:50 — Final takeaways: start the conversation early ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) We’re particularly excited to share our latest show: Basis Points Listen to the podcast ( Apple | Spotify ) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free&nbs…