Podcast Guru LogoPodcast Guru LogosearchSearchDiscoverMy Podcasts
Apple App Store BadgeGoogle Play Badge
sign-inSign In
menu
close
sign-inSign In
Discover
My Podcasts
Apple App Store Badge
Google Play Badge
<p>In today's episode Glen and John dive into a listenerโ€™s real-life situation: sheโ€™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:</p><br><p>๐Ÿ‘‰๐Ÿพ inheritance options: property, super or shares?</p><p>๐Ÿ‘‰๐Ÿฟ buying a home with cash vs keeping flexibility</p><p>๐Ÿ‘‰๐Ÿป protecting the money in a relationship &amp; how to use a BFA (prenup)</p><p>๐Ÿ‘‰ the emotional side of sudden wealth</p><p>๐Ÿ‘‰๐Ÿผ why waiting 12 months might be the smartest move</p><p>๐Ÿ‘‰๐Ÿฝ impacts on dadโ€™s centrelink and tax considerations</p><p>๐Ÿ‘‰๐Ÿพ potential super strategies using contribution caps</p><p>๐Ÿ‘‰๐Ÿฟ factoring in lifestyle choices</p><p>๐Ÿ‘‰๐Ÿป building financial security</p><br><p>Retire Right episode mentioned in the chat:</p><p>๐ŸŽง <a href="https://shows.acast.com/retire-right/episodes/307" rel="noopener noreferrer" target="_blank">307 here is a good way to F up money (family loans + estate planning case study)</a></p><br><p>Glen &amp; John are headed to Perth for a live podcast recording! Get tickets here: <a href="https://mmm_perth_2025.eventbrite.com/" rel="noopener noreferrer" target="_blank">https://mmm_perth_2025.eventbrite.com</a></p><br><p>Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? <a href="https://bit.ly/3HZBBH1" rel="noopener noreferrer" target="_blank">Connect with the team here</a></p><br><p>We hate email spam so we donโ€™t create it! <a href="https://email.moneypodcast.com.au/" rel="noopener noreferrer" target="_blank">Sign up to our newsletter</a> to get only the valuable money, careers and property info you need.</p><br><p>To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), <a href="https://www.moneypodcast.com.au/mmmshownotes" rel="noopener noreferrer" target="_blank">click here</a>.</p><br><p>Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.</p><br><p>SYMO Interactive Pty Ltd &amp; Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.</p><p><br></p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>

money money money

Glen James

813 I'm 30yo and inherited $850k after my mum passed away

MAR 31, 202556 MIN
money money money

813 I'm 30yo and inherited $850k after my mum passed away

MAR 31, 202556 MIN

Description

<p>In today's episode Glen and John dive into a listenerโ€™s real-life situation: sheโ€™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:</p><br><p>๐Ÿ‘‰๐Ÿพ inheritance options: property, super or shares?</p><p>๐Ÿ‘‰๐Ÿฟ buying a home with cash vs keeping flexibility</p><p>๐Ÿ‘‰๐Ÿป protecting the money in a relationship &amp; how to use a BFA (prenup)</p><p>๐Ÿ‘‰ the emotional side of sudden wealth</p><p>๐Ÿ‘‰๐Ÿผ why waiting 12 months might be the smartest move</p><p>๐Ÿ‘‰๐Ÿฝ impacts on dadโ€™s centrelink and tax considerations</p><p>๐Ÿ‘‰๐Ÿพ potential super strategies using contribution caps</p><p>๐Ÿ‘‰๐Ÿฟ factoring in lifestyle choices</p><p>๐Ÿ‘‰๐Ÿป building financial security</p><br><p>Retire Right episode mentioned in the chat:</p><p>๐ŸŽง <a href="https://shows.acast.com/retire-right/episodes/307" rel="noopener noreferrer" target="_blank">307 here is a good way to F up money (family loans + estate planning case study)</a></p><br><p>Glen &amp; John are headed to Perth for a live podcast recording! Get tickets here: <a href="https://mmm_perth_2025.eventbrite.com/" rel="noopener noreferrer" target="_blank">https://mmm_perth_2025.eventbrite.com</a></p><br><p>Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? <a href="https://bit.ly/3HZBBH1" rel="noopener noreferrer" target="_blank">Connect with the team here</a></p><br><p>We hate email spam so we donโ€™t create it! <a href="https://email.moneypodcast.com.au/" rel="noopener noreferrer" target="_blank">Sign up to our newsletter</a> to get only the valuable money, careers and property info you need.</p><br><p>To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), <a href="https://www.moneypodcast.com.au/mmmshownotes" rel="noopener noreferrer" target="_blank">click here</a>.</p><br><p>Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.</p><br><p>SYMO Interactive Pty Ltd &amp; Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.</p><p><br></p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>