Send us a textSold a car? Got a bonus? Received an inheritance? A sudden lump sum can be a massive opportunity, but if you don’t have a clear plan, it’s easy to waste it or make the wrong moves.In this episode, Josh and Billy break down what to do when a big chunk of money lands in your lap. They talk through how to set priorities, avoid emotional decisions, and structure your money in a way that actually pushes you forward in life.You’ll hear how to decide between paying down debt, investing in shares or property, keeping some cash on hand, or using the money to upgrade your life. They also cover dollar cost averaging, debt traps to avoid, offset accounts, emergency funds, and the risks of rushing into investments (especially the ones you find on social media ads).Whether it’s 50 grand or five million, this episode will help you pause, get clarity, and use your lump sum in a way that builds real momentum.---- Want to find a Adviser that suits your financial needs:https://www.linkwealth.com.au/ Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link Get in touch with Billy:https://www.linkwealth.com.au/billy-norman-link Josh's TikTok: https://www.tiktok.com/@joshleefinadv Billy's TikTok: https://www.tiktok.com/@billynormanfp Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified Our Financial Services + Credit Guide: https://irp.cdn-website.com/91137b04/files/uploaded/Link-Wealth-Advice---FSCG-Version-3.2-210825-Current.pdf ---- General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.

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