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

In today's episode Glen and John dive into a listener’s real-life situation: she’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:

👉🏾 inheritance options: property, super or shares?

👉🏿 buying a home with cash vs keeping flexibility

👉🏻 protecting the money in a relationship & how to use a BFA (prenup)

👉 the emotional side of sudden wealth

👉🏼 why waiting 12 months might be the smartest move

👉🏽 impacts on dad’s centrelink and tax considerations

👉🏾 potential super strategies using contribution caps

👉🏿 factoring in lifestyle choices

👉🏻 building financial security

Retire Right episode mentioned in the chat:

🎧 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 don’t 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.

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