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

  • Feb 12 2025
  • Durée: 27 min
  • Podcast

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

  • Résumé

  • 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.


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    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.


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