BiggerPockets Money Podcast · Friday, August 7, 2026
Katie and Ann are seeking guidance on how to best utilize their current financial position, which has been enhanced by an inheritance, to continue growing their wealth responsibly. They are also considering starting a family and want to balance this with their goal of multiplying their assets.
“And the question, I think fundamentally, is we have worked hard, we've built this wealth, and now this position snowballs us, you know, much further along.”
“What do we do now? How do we, you know, play the hand that we've been dealt between our our what we've built and then what has now been lumped on top of that, and make the best life that it can provide?”
“Yeah, I think we've been very diligent with our savings, you know, paying down our homes and being in the position we are. And I think we just want to see how we can continue to grow it and leverage it in a way that's responsible, while, you know, making sure we can take a step back and enjoy the next couple of years as we start to think about having kids, but also trying to, you know, multiply it as much as we can while taking some risk at this point in their lives since we are, you know, relatively on the younger side.”