I have sat across from hundreds of people with an inheritance coming, and almost always they make one of two mistakes. The less common one is when people take their foot off the gas - The knowledge of money coming justifies no budget, no discipline, no plan. Black holes for intergenerational wealth.
The second mistake is worse, and I think it often comes from a decent instinct. People live like the money is never going to come. They play it safe.
What if an inheritance didn't work as a safety net, but a permission slip?
Book in a free 15-min phone call with Darcy Ungaro (financial adviser).
Sign up to the fortnightly newsletter!
Thank You
Swyftx: With over 1 million customers across New Zealand and Australia. Ask yourself …”Where can crypto take you?". Check out Swyftx.
Affiliate Links!
The Bitcoin Adviser: Plan for intergenerational digital wealth.
Hatch: For US markets.
Revolut: For a new type of banking.
Sharesies: For local, and international markets.
Loan My Coins: Bitcoin lending product.
Exodus: Get rewards on your first $2,500 of swaps
Get Social:
Follow on YouTube , Instagram, TikTok: @theeverydayinvestor, X (@UngaroDarcy), LinkedIn, or subscribe on Substack.
www.radicalinvestment.co.nz
________________________
Disclaimer: Please act independently from any content provided in these episodes; it's not financial advice, because there's no accounting for your individual circumstances, and nothing we say is intended as a recommendation. Do your own research, and take a broad range of opinions into account. Ideally, engage a financial adviser / pay for advice!