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:
👉🏼 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?
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