
913b they won the lottery: here is how they invested it
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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:
ππΌ the case study
ππ½ the coupleβs goals
ππΎ what they did with the money first
ππΏ Martinβs fee for advice
ππ» tax planning strategy
π investment returns
ππΌ topping up super
ππ½ having a 'boring' strategy
ππΎ did they DCA or lump sum invest?
money money money isβ¦
The skinny
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