What should you actually do with a bonus or inheritance? 💸 Jess Brady breaks it down.

Got a work bonus? Or maybe you're expecting (or received) an inheritance? In this episode, Molly Benjamin Founder of Ladies Finance Club chats with award-winning financial adviser Jess Brady about how to make the most of unexpected lump sums — without blowing it all on a new handbag and a holiday (tempting, we know).

Because let’s be honest — most of us spend the money in our heads before it even hits our bank account!

We cover:
The best way to think about a bonus or inheritance
How to split up lump sums using the buckets method
Whether to use it to invest, pay down debt, or boost your home deposit
The mindset shifts that stop guilt or decision overwhelm
And Jess’s #1 piece of advice for anyone receiving a financial windfall

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The advice shared by Ladies Finance Club is general in nature and does not consider your individual circumstances. Our content is for educational purposes only and should not be relied upon to make financial decisions. If you are considering purchasing a financial product, read the PDS and TMD and seek financial advice tailored to your personal needs. Molly Benjamin and Ladies Finance Club Pty Ltd are authorised representatives of Wattle Partners Pty Ltd, AFSL 383169.

Ladies Finance Club acknowledges the Traditional Owners of the Land on which this podcast was recorded, the Gadigal people of the Eora Nation. We pay our respects to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples.

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