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913b they won the lottery: here is how they invested it

913b they won the lottery: here is how they invested it

Season 9 Published 2Β weeks ago
Description

Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store


What happens after you win $30 million? In this episode, Glen is joined by financial adviser Martin McGrath to unpack a real case study of a couple who won big and needed to figure out what to do next. They talk about:


πŸ‘‰πŸΌ the case study

πŸ‘‰πŸ½ the couple’s goals

πŸ‘‰πŸΎ what they did with the money first

πŸ‘‰πŸΏ Martin’s fee for advice

πŸ‘‰πŸ» tax planning strategy

πŸ‘‰ investment returns

πŸ‘‰πŸΌ topping up super

πŸ‘‰πŸ½ having a 'boring' strategy

πŸ‘‰πŸΎ did they DCA or lump sum invest?


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This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.


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