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813 I'm 30yo and inherited $850k after my mum passed away
Season 8
โข
In today's episode Glen and John dive into a listenerโs real-life situation: sheโs 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:
๐๐พ inheritance options: property, super or shares?
๐๐ฟ buying a home with cash vs keeping flexibility
๐๐ป protecting the money in a relationship & how to use a BFA (prenup)
๐ the emotional side of sudden wealth
๐๐ผ why waiting 12 months might be the smartest move
๐๐ฝ impacts on dadโs centrelink and tax considerations
๐๐พ potential super strategies using contribution caps
๐๐ฟ factoring in lifestyle choices
๐๐ป building financial security
Retire Right episode mentioned in the chat:
๐ง 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
We hate email spam so we donโt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
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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