Peta has unfortunately obtained a work-related injury, and has received a lump sum payment as a result. Glen, Phil Thompson and James Millard discuss her situation and suggest some ways to approach what decisions she could make next. They talk about:
ππΏ receiving a lump sum of cash - determining goals + taking time to pause
ππ» the specifics of Peta and Mike's situation + first considerations
π community segment: what's the most thoughtful low cost gift you've ever received or given?
ππΌ some possible solutions for Peta and Mike
Watch this episode on YouTube: https://youtu.be/4PBtJPCg3WE
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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. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
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