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:

👉🏼 the case study

👉🏽 the couple’s goals

👉🏾 what they did with the money first

👉🏿 Martin’s fee for advice

👉🏻 tax planning strategy

👉 investment returns

👉🏼 topping up super

👉🏽 having a 'boring' strategy

👉🏾 did they DCA or lump sum invest?

money money money is proudly supported by Sphere Home Loans and Skye Wealth.

Need a mortgage broker? Check out https://www.spherehomeloans.com.au

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Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes

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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You’ve been saving long enough – let’s get you a property. Check out, 'The Quick-Start Guide to Your First Property': https://amzn.to/4svhyoH

In today's episode, Glen is joined by financial adviser Alex Luck from Everest Wealth to discuss your questions:

👉🏼 what does LOOT mean to you?

👉🏽 rentvesting in our 40s, where to begin?

👉🏾 invest in shares or smash the mortgage/offset?

👉🏿 is a rent to rent property strategy worth it?

👉 is saving for a house deposit still worth it?

Learn more about Everest Wealth: everestwealth.money

money money money is proudly supported by Sphere Home Loans and Skye Wealth.

Need a mortgage broker? Check out https://www.spherehomeloans.com.au

Need to review your personal insurances? Head to https://skye.com.au

Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show

🏡 Join our Facebook community: https://bit.ly/m3fbgroup

Watch us on Youtube: https://www.youtube.com/@m3.podcast

Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes

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.

Hosted on Acast. See acast.com/privacy for more information.

Selina’s done an amazing job building wealth, but when she asks Glen whether she should buy an investment property, invest more in ETFs or keep stacking offset, his answer is unexpected.

Want to be a guest on the show? Apply here! https://www.moneypodcast.com.au/apply-to-come-on-the-show

Watch money money money on Youtube: https://www.youtube.com/@m3.podcast

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

money money money is proudly supported by Sphere Home Loans and Skye Wealth.

Need a mortgage broker? Check out https://www.spherehomeloans.com.au

Need to review your personal insurances? Head to https://skye.com.au

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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.

Hosted on Acast. See acast.com/privacy for more information.