930b wwgd: $200k inheritance, 3 young kids & a lifestyle decision to make

930b wwgd: $200k inheritance, 3 young kids & a lifestyle decision to make

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


Chad & Britt* are nurses who have three young kids and are about to inherit $200k. They want to use some of it to take a holiday, buy a caravan and pay down some of the mortgage. What would Glen do in their position?


*Names changed for privacy


To see if you’re on track with your super for your age, head to https://art.com.au and search ‘How much super should I have?'.


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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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Episoder(904)

930 super, invest or offset, couples & money, negative gearing change explained + more

930 super, invest or offset, couples & money, negative gearing change explained + more

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27 Jul 1h 12min

the only investment that matters and it's not what you think with Jess Spendlove

the only investment that matters and it's not what you think with Jess Spendlove

Glen is joined in the studio by performance dietician, author and friend of the show, Jess Spendlove, to talk about the one investment most money-minded people completely overlook.Jess's book, For The...

23 Jul 51min

929b wwgd: Katie survived cancer. now what does she do with her money?

929b wwgd: Katie survived cancer. now what does she do with her money?

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoHKatie is 43, a teacher and keen for a financial health check. Recently out of cance...

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929 selling IPs to buy a home, career change vs house, joint investing, cash vs ETFs + more

929 selling IPs to buy a home, career change vs house, joint investing, cash vs ETFs + more

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Glen, John & Rachelle answer your questions about:👉🏼 selling my investment prope...

20 Jul 59min

928b the opportunities and risks of property investing in 2027

928b the opportunities and risks of property investing in 2027

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoHGlen is joined by Ben Kingsley host of The Property Couch and co-author of How to R...

15 Jul 44min

928 mortgages: refinancing, bridging loans, debt recycling, new builds, security swaps + more

928 mortgages: refinancing, bridging loans, debt recycling, new builds, security swaps + more

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to In...

13 Jul 1h 2min

927b wwgd: 6 months together and buying a house?! too soon? + what to do with spare cash

927b wwgd: 6 months together and buying a house?! too soon? + what to do with spare cash

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