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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:

πŸ‘‰πŸΌ the case study

πŸ‘‰πŸ½ the couple’s goals

πŸ‘‰πŸΎ what they did with the money first

πŸ‘‰πŸΏ Martin’s fee for advice

πŸ‘‰πŸ» tax planning strategy

πŸ‘‰ investment returns

πŸ‘‰πŸΌ topping up super

πŸ‘‰πŸ½ having a 'boring' strategy

πŸ‘‰πŸΎ did they DCA or lump sum invest?

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The skinny

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