425 WWGD: Recently widowed, $400K term deposit & planning for retirement

In this "what would Glen do" episode, Glen sits down with Sue who is 54 for a retirement health check following her husband's sudden passing. They touch on:

👉 Sue's financial snapshot 👉🏼 Glen's sound financial house framework 👉🏽 savings, super & housing situation 👉🏾 car situation 👉🏿 Sue's share portfolio 👉🏻 considerations - helping kids & grandkids & should Sue get solar on the house? 👉 what would Glen do?

Need a system to manage your money? Check out the free Glen James Spending Plan 6 ways to invest for kids: https://www.moneypodcast.com.au/blog/investment-for-kids-6-ways-to-invest-for-your-kids

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