NZ Everyday Investor

← NZ Everyday Investor4. Okt. · 23 Min.

Darcy Ungaro / The Retirement Plan Nobody Talks About Ep 543

Darcy Ungaro / The Retirement Plan Nobody Talks About Ep 5434. Okt.23 Min.

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?

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