• 307 here is a good way to F up money (family loans + estate planning case study)

  • 2025/02/12
  • 再生時間: 27 分
  • ポッドキャスト

307 here is a good way to F up money (family loans + estate planning case study)

  • サマリー

  • Loaning money to family can get messy, fast. In this episode, Glen shares a real life case study where a son wants to help his dad out of a financial mess by buying his house at a discount. But what seems like a good deed could wreck Centrelink benefits, estate planning, and family relationships.


    If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


    Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


    🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


    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 trading as Retire Right Australia & 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.

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あらすじ・解説

Loaning money to family can get messy, fast. In this episode, Glen shares a real life case study where a son wants to help his dad out of a financial mess by buying his house at a discount. But what seems like a good deed could wreck Centrelink benefits, estate planning, and family relationships.


If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help


Sign up to the Retire Right newsletter here: https://email.retireright.com.au/


🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright


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 trading as Retire Right Australia & 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.

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