Ask An Adviser: The Family Money Conversation You Can't Avoid - Dylan Pargiter-Green скачать в хорошем качестве

Ask An Adviser: The Family Money Conversation You Can't Avoid - Dylan Pargiter-Green

In Australia, over the next 30 years about $5 trillion will be passed from generation-to-generation. And we're not prepared for it. In today's episode we sit down with Dylan Pargiter-Green, financial adviser and partner at Bold Wealth, to understand how we can better navigate these inheritance conversations. Download Dylan's case studies: • School fees (https://x40s1z0ymjt.typeform.com/to/b...) • Transition to Retirement (https://x40s1z0ymjt.typeform.com/to/L...) • Debt recycling (https://equitymates.com/wp-content/up...) Dylan’s Previous Ask An Adviser Episodes: Ask an Adviser: Tax Tips, Leveraged ETFs, and Superannuation Advice    • Ask an Adviser: Tax Tips, Leveraged ETFs, ...   Ask An Adviser: Retirement Tax Strategies Everyone Should Know - Dylan Pargiter-Green    • Ask An Adviser: Retirement Tax Strategies ...   Ask an Adviser: Offset v Superannuation v Debt Recycling – Who Comes Out On Top?    • Ask an Adviser: Offset v Superannuation v ...   Interested in speaking to Dylan or another of our hand-picked financial advisers? Fill out the form on our website (https://equitymates.com/advice) and we'll match you with an adviser that suits your needs. 00:00 Introduction & Episode Overview 02:42 What Is Intergenerational Wealth Transfer? 03:48 Are Australians Prepared? 06:06 Why These Conversations Are So Hard 08:24 How to Start the Conversation 10:47 When’s the right time to have the conversation 11:47 Common Mistakes Parents Make with Gifting 16:52 Gifting Cash vs. Assets 21:25 The School Fees Case Study 29:40 Advice for Inheritance Recipients 32:48 First Steps After receiving Gift or Inheritance 33:08 Tax Traps & Asset Implications 36:18 Structures for Wealth Transfer 40:44 Final Thoughts & Wrap Up ——— Looking for some of our favourite research tools? • Download our free 4-step stock checklist (https://x40s1z0ymjt.typeform.com/4-St...) • Find company information on TIKR (https://www.tikr.com/?ref=equitymates) • Screen the market with GuruFocus (https://www.gurufocus.com/pricing?pmc...) • Research reports from Good Research (https://goodresearch.com.au/ref/equit...) • Track your portfolio with Sharesight (https://www.sharesight.com/au/equitym...) ——— Want to get involved? Join our daily mailing list to stay up to date on all things in business and markets: https://equitymates.beehiiv.com/subsc... If you prefer to listen to the daily headlines you now can: (https://open.spotify.com/show/0LpEJNu...) | (https://podcasts.apple.com/us/podcast...) Have a question? Record a voice note (https://www.speakpipe.com/EquityMates) or send us a message on our website (https://equitymates.com/get-in-touch/) Join the conversation in the Facebook Discussion Group   / equitymates   Looking for professional financial advice? https://equitymates.com/advice/ Check out our 2 bestselling books: https://equitymates.com/books/ Instagram:   / equitymates   X:   / equitymates   TikTok:   / equitymates   LinkedIn:   / equity-mates   ——— Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.