Dylan Pargiter-Green

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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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Equity Mates Investing Podcast · Lump sums, inheritance and the mistakes that cost you with Dylan Pargiter-Green · 11 May 2026 podcast

And we encourage that that will conversation is open with the people that you're talking to, but also that you're not overly restrictive in the way in which you do that.

Otherwise, what's going to happen is you're going to get disparity in the final values that are applicable, and that creates conflict.

headaches, challenges, legal fees.

It's the last thing you want.

And historically, the farm has gone to the oldest child as well.

That's maybe not the case in a lot of estates, but it's a pretty common thing in farming, or at least it was.

Well, Courtney, who is our advisor based in Mildura, has a lot of these clients.

She specializes in this sort of intergenerational wealth, particularly with agricultural and farming type families.

So speak to an advisor.

And if you want to speak to someone great, speak to Court.

She's awesome.

So farming aside, if there's a large asset pool,

I think like what I was saying earlier, getting to the stage where you can be very clear about how you are distributing the wealth, why you are distributing it that way, and not being overly restrictive in the powers that you give an executor in how to make sure that it stays even, but just being open and talking about it.

It's the easiest thing to do once you rip the Band-Aid off.

One thing that we can do as younger people, and like a lot of our clients are in the stages of 30s, 40s, 50s, where we're dealing in their accumulation space.

We're talking about debt.

We're talking about those things.

Our parents are very unlikely to have the conversation with us unless it is prompted.

sitting down with them and going, hey, have you thought about how this is going to work?

Because me and my siblings, we're blah, blah, blah.

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