Dylan Pargiter-Green
speaker
262 appearances
1 recordings
1 series
first heard May 2026
last heard 11 May
Dylan Pargiter-Green’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
We're all in different financial positions and we want to make sure that when the time comes, we respect what your wishes are on how that money is distributed between us, but not only distributed between us, what it actually means for us to receive it.
And we want you to understand that and enjoy it if you can.
It's a wonderful conversation to have because
not only do they start to actually see the benefit, see the outcome of passing on that inheritance to you or to the family members, but they also get an insight into what your life is like.
And at the end of the day, like our older clients, our parents,
One of their biggest things in life is making sure their kids are happy and healthy and, you know, well off and things.
A lot of what we do is to build a generational foundation of comfort and safety.
Yeah.
So I was doing a bit of research in this for different terms, but I loved it.
The concept that I read about was called Upray Ski.
So it's like after skiing, what do you do?
You go and spend money at the bar and ski stands for spend kids inheritance.
So a lot of our conversations with clients, whilst I didn't know about this acronym, I'm going to start using it a lot more, but a lot of our clients are worried about overspending.
They get to the stage where they've worked all their life and they've been frugal and they've saved and they've invested and they've done exceptionally well.
And then they keep that behavior and they don't enjoy the spoils of their labor.
The two main reasons is fear of running out, Foro, right?
Yeah.
I can invent everything.
We love it.
Financial advice.
Showing 181–200 of 262 · page 10 of 14
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