Episode Details

In today's episode Glen and John dive into a listener’s real-life situation: she’s 30 years old and just inherited $850k after the tragic passing of her mum. What should she do with it? Thanks Megan (not her real name) for sharing your story with us! They chat about:

👉🏾 inheritance options: property, super or shares?

👉🏿 buying a home with cash vs keeping flexibility

👉🏻 protecting the money in a relationship & how to use a BFA (prenup)

👉 the emotional side of sudden wealth

👉🏼 why waiting 12 months might be the smartest move

👉🏽 impacts on dad’s centrelink and tax considerations

👉🏾 potential super strategies using contribution caps

👉🏿 factoring in lifestyle choices

👉🏻 building financial security

Retire Right episode mentioned in the chat:

🎧 307 here is a good way to F up money (family loans + estate planning case study)

Glen & John are headed to Perth for a live podcast recording! Get tickets here: https://mmm_perth_2025.eventbrite.com

Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here

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