913b they won the lottery: here is how they invested it
About this episode
Glen James and financial adviser Martin McGrath discuss how a couple invested their $30 million lottery winnings.
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 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…
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Sphere Home Loans, Skye Wealth
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