money money money
Glen James
944 how to recession-proof your money: 6 things to do now
Episodes
In this episode Glen and John unpack 6 things you can do to protect yourself in a recession. They touch on: ππΌ what a recession actually is, and when we last had one ππ½ having an investment strategy built for the long haul ππΎ why you need to review your goals ππΏ the mortgage health check and questions to ask your broker ππ» a traffic-light wants vs needs analysis + 4 levers to get more money π being cashed up and debt free + how much you need in your emergency fund ππΌ knuckling down on your career Need a system to manage your money? Check out the new and improved Glen James Spending Plan Books π Sort Your Money Out: and Get Invested: https://link.amazon/B0hRCW1Q2 Sort Your Career Out: And Make More Money: https://link.amazon/B0heXLROT Sort Your Property Out: And Build Your Future: https://link.amazon/B0eVAdlKt 12 Months to Retire Right: https://link.amazon/B07u9ZQgE money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
In this episode Glen is joined by David Moloney, management consultant and author of Points: Mastering the Game of Frequent Flyers to unpack how to maximise frequent flyer loyalty programs with your every day spend. They touch on: ππΌ Qantas vs Velocity for business rewards ππ½ how loyalty programs make their money ππΎ is chasing points worth it? the risks vs reward ππΏ points vs status credits, what's the difference? ππ» the best and worst ways to use your points πinflation & how to avoid the devaluation of your points ππΌ tips on how to optimise your points ππ½ Glen's personal case study: what's the ROI on his business credit card spending? ππΎ and some rapid fire questions Mentioned in the chat: Points: Mastering the Game of Frequent Flyers: https://link.amazon/B0bskHcL2 12 Months to Retire Right: https://link.amazon/B07u9ZQgE Website: https://learnearnburn.com/ money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Get our new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE *Beth and her husband are high income earners, yet they don't feel like they're flushed with cash. Where's the money going? Glen takes a look under the hood of their situation. *Names changed for privacy Need a system to manage your money? Check out the Glen James Spending Plan money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Get our new book, 12 Months to Retire Right, out now! https://link.amazon/B07u9ZQgE For most Aussies, retirement raises two big questions: what will I do with my time and will my money last? In today's episode Glen and co-author Vince Scully unpack their step-by-step guide, 12 Months to Retire Right which is officially available online and in stores today. They touch on: ππΌ the 12 chapters in the book ππ½ the retirement myth Vince says he sees the damage of every single day ππΎ what super actually is, and why it's worth understanding at any age ππΏ how to get the right advice, from the right place, at the right time ππ» mortgage, super, or invest? π what to know before you trust an online retirement calculator ππΌ why property is great for building wealth but gets clunky in retirement This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Get our new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE In today's Q&A, Glen and John chat about: ππΌ what should I do with my company shares after being made redundant? ππ½ ASICβs mortgage broker's BID (best interests duty) review ππΎ would you clear the mortgage if you received a big inheritance? ππΏ if I turn my home into a rental, is negative gearing grandfathered? ππ» selling a home: should we do a cosmetic reno, big reno or leave as is? π how to choose a selling agent when you're ready to list ππΌ community segment: tell us your good news! ππ½ feeling behind in life, is it too late to start my career at 40? ππΎ I bought a gym business that is draining me! Do I stick with it or quit? ππΏ the afterparty: Glen's rage bait Instagram post The Dip by Seth Godin: https://link.amazon/B0ji0gcLg 12 Months to Retire Right by Glen James & Vince Scully: https://link.amazon/B07u9ZQgE Buying or selling a home? See how John can help: https://www.envisageproperty.com.au/ money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ Glen is joined by Marc Jocum, senior ETF strategist at Global X to talk about what Australians actually know about investing and why less experienced investors are taking more risk than they realise. They touch on: ππΌ insights from the 2026 GXIQ Investor Scorecard ππΎ diversification vs diworsification ππ½ the 5 investor trends π why beginner investors are prioritising property ππΏ IPO investing ππ» the gender confidence gap ππΎ where are advanced investors getting their education from? ππΌ what do the results of GXIQ Investor Knowledge Quiz teach us? π what Global X ETF investors are buying right now This episode is brought to you by Global X ETFs. Take the GXIQ Investor Knowledge Quiz: https://www.globalxetfs.com.au/gxiq money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Kiera* is 22 and works as a machine operator in remote Queensland. Her partner Jack* is 25, also a machine operator. Together they own a small home and would like to know: should they buy an investment property, a future PPOR, or just find a block of land and start building their dream acreage life? *Names have been changed for privacy Get the Glen James Spending Plan: https://education.moneypodcast.com.au/courses/the-glen-james-spending-plan money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ Glen is joined by Scott Phillips, author & Chief Investment Officer at The Motley Fool Australia for a discussion about: ππΌ what to do in volatile markets ππ½ 23-hour US trading - good or bad for retail investors? ππΎ when does investing in single stocks make sense ππΏ Scott's background & new book, The One Page Investing Plan ππ» traits of a successful investor π Glen and Scott's investing philosophies ππΌ gearing - should you borrow to invest? Books mentioned: The One-Page Investing Plan: https://link.amazon/B02sxnn6s 12 Months to Retire Right: https://link.amazon/B0ic8jHeF money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ Matt is 31 and living in Cairns with his fiancΓ©e Sharni. He feels like he's living pay-to-pay as a self-confessed spender so Glen takes a look under the hood of Matt's money situation to figure out what's actually going on! Need a system to manage your money? Check out the Glen James Spending Plan money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Glen and Vince Scully's new book, 12 Months to Retire Right is available for pre-order now: https://link.amazon/B07u9ZQgE In this Q&A, Glen James is joined by Phil Thompson from Skye Wealth to discuss: ππΌ a Skye Wealth insurance client case study ππ½ why does Phil recommend an age 65 benefit period ππΎ should I buy an apartment solo or buy a house with my brother? ππΏ should I lease a Tesla Model Y to reduce my taxable income? ππ» community question: what do you wish you'd known before upsizing your home? π is this quote I received for financial advice reasonable? ππΌ a 24yo earning over $200k - what would you invest in? Mentioned in the episode: Get our new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE See how Skye Wealth can save you money on personal insurance: https://www.skye.com.au/client-savings money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ Rachel* and Jake* are 30 and 29, earning $320k combined with two investment properties and a Europe trip on the horizon. They're wondering whether to sell the investment properties to buy a home in Melbourne but they're keen to know what Glen would do. *Names changed for privacy money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE In today's Q&A, Glen, John and Rach discuss: ππΌ should we sell our positively geared properties to invest in shares? ππ½ can I get a joint loan with my partner to add an extension to my house if he is not on title? ππΎ community discussion: have you ever had a good income but nothing to show for it? ππΏ should we move from Brisbane to Sydney for lifestyle at the risk of missing potential property growth in Brissy? π wwyd? my plan is to quit full time work and live off investment income from age 45-60 money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE Ask me anything! Glen answers your questions about: ππΌ ethics as a landlord and investor ππ½ his hardest lesson learned ππΎ managing and sharing money in relationships ππΏ his business journey and how the pod makes money ππ» navigating inconsistent cashflow, hiring staff and deciding salaries π what he's invested in with his play money ππΌ the mindset of being a small business owner ππ½ changing careers to become a financial adviser ππΎ succession planning for the business Mentioned in the episode: Attached by Amir Levine & Rachel Heller: https://link.amazon/B0bRDrWMl money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE In today's Q&A, Glen, John and Rach chat about: ππΌ a couple with $400k in SMSF wondering if they should invest in high growth ETFs ππ½ I signed up to a 6 month PT membership that I no longer want. Should I pay the hefty break fee or ride it out? ππΎ community segment: share your money rants with us! ππΏ setting up your will to split shares between your kids ππ» do we have to pay land tax when we rent out our house? money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
In this episode Glen James chats with Kristian Fok, CEO of CBUS Super, one of Australia's largest industry super funds about the rise of super scams, how to spot one and what you can do to protect yourself. They also touch on One Nation's super plan and what they would change about the current super system if they had a magic wand! In the episode: ππΌ how super scams actually work ππ½ how are industry super funds different from schemes like Shield and First Guardian which collapsed? ππΎhow to protect yourself from scams ππΏ understanding fees and cheapest doesn't equal better ππ» Kristian's thoughts on the performance test proposed reforms π should Australian's be able to take home 3% of their super? ππΌ lifestage funds, longevity risk & the role of the age pension ππ½ what would Kristian and Glen change about the current super system ππΏ the new class of adviser Mentioned in the episode: ASIC's list of known entities involved in lead generation: https://www.asic.gov.au/about-asic/news-centre/find-a-media-release/2026-releases/26-125mr-asic-expands-list-of-known-entities-involved-in-lead-generation This bonus episode is brought to you by Industry Super Funds. Stop. Check. Keep your super in safe hands. Visit superinsafehands.com to find out more. money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In this episode of what would Glen do, Dylan and his wife Sarah (off-mic but in the room) join Glen to discuss their situation: Dylan is on a defence pension and looking to re-enter the workforce, they want to do some renos on the house and Sarah is keen to retire early. Dylan and Sarah want to know what would Glen do? money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In this Q&A Glen and Owen Rask from Rask chat about: ππΌ when to sell down high performance satellite ETFs? ππ½ US stock market performance over 200 years ππΎ how to best catch up when you're only just building wealth in your 40s ππΏ what to do with my regional investment property post-budget changes ππ» community segment: tell us about the biggest money risk you've taken and and how it went π should I make cosmetic upgrades to my investment property before the CGT changes from July 2027? ππΌ stretching financially to invest in your future vs living for now money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
In today's bonus episode Glen is joined by Andrew Rogers, Managing Director and Head of Stock Broking at CMC Invest to talk all things investing. They touch on: ππΌ 23 hour international trading coming to CMC Invest ππ½ the AI tools making it easier to invest ππΎ will there be an AI bubble burst? ππΏ Australia vs US ETFs ππ» dividend reinvestment, yay or nay? π options trading This bonus investing episode is brought to you by CMC Invest. Access shares, ETFs and crypto - all in the one award winning app. Invest better today. Visit cmcinvest.com General advice only. Crypto is unregulated and high risk. T&Cs apply. money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ Kushla's husband Greg spent a decade as a stay-at-home dad before running his own business, and the combination has left his super well behind for his age. Now at 56 with four years until he turns 60, Kushla wants to know: should they be smashing the mortgage or his super? Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In this Q&A Glen James, John Pidgeon and Vince Scully discuss: ππΌ tips for a young beginner investor ππ½ do you need a financial adviser if you're doing alright + robo advice explained ππΎ how will CGT be calculated according to the new changes? ππΏ buying a house after it's been passed-in at auction ππ» what do you wish someone had told you before you bought your first home? π financial literacy amongst peers Glen and Vince's new book, 12 Months to Retire Right: https://link.amazon/B0aJShGvb money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ Strap yourselves in because today's episode is a biggie! Glen is joined by Vince Scully from Life Sherpa Invest and Owen Rask from Rask for a campfire chat discussing the hot money topics making headlines and answering your questions. They cover everything from One Nation's super policy, the 40-year mortgage, financial advice reform and the age pension, to whether financial literacy is actually making us worse off with money. money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
In this Q&A episode Glen and John discuss: ππΌ using a $200k inheritance to clear dad's debt ππΎ giving your children an early inheritance to help them get into a home ππ» John's advice to aspiring first home buyers π navigating loss of purpose after achieving big financial goals ππΏ community discussion: what is the most expensive lesson you've ever learned? ππ½ VGS vs DHHF vs VDHG ππΌ changing careers into real estate and navigating a pay cut ππΎ I'm burnt out and my job doesn't pay well, changing careers John's First Home Buyer Package: https://www.envisageproperty.com.au/buyersagent Books mentioned in the chat: The Quick-Start Guide to Your First Property: https://link.amazon/B07412gel The Quick-Start Guide to Investing: https://link.amazon/B0fizs9YW Sort Your Career Out And Make More Money: https://link.amazon/B01t6t1bA money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
In this bonus episode Glen is joined by Fraser Allan, Head of Premium Client Management at CMC Invest for a chat around all things investing. Fraser looks after clients with $2.5M+ in holdings and sees what the most successful investors actually do. They touch on: ππΌ what makes a successful investor ππ½ the core and satellite investing approach ππΎ the most highly-traded US and Aussie stocks ππΏ what's the landscape for bitcoin & crypto? ππ» what factors to consider when choosing an investment platform π how to choose which ETF to buy as a first timer ππΌ high yield ETFs vs high growth ETFs ππ½ is there still value in LICs? ππΎ factors to consider when investing for kids ππΏ diversification and how many stocks are high-net worth clients holding ππ» what happens if a brokerage goes under? π features of the CMC Invest platform This bonus investing episode is brought to you by CMC Invest. Access shares, ETFs and crypto - all in the one award winning app. Invest better today. Visit cmcinvest.com General advice only. Crypto is unregulated and high risk. T&Cs apply. money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ Ellie's* been on parental leave for 10 months and has a big decision to make about returning to work, but can't quite figure out what to do. *Names changed for privacy To see if youβre on track with your super for your age, head to https://art.com.au and search βHow much super should I have?'. Love these episodes? Check out our dedicated WWGD podcast feed! Listen on Apple Podcast | Listen on Spotify money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In this episode Glen is joined by James Kirby, wealth editor at The Australian and host of The Money Puzzle podcast, for a wide-ranging chat on the state of superannuation in Australia. They touch on: ππΌ the super system ππΎ pros & cons of super calculators ππ½ AI financial advice from your super fund ππΏ how much do you need in retirement? ππ» the super performance test π the lack of industry standard definitions for "growth" vs "balanced" ππΌ fees and what's reasonable ππΎ pros, cons and pitfalls of SMSF The episode clip comparing Vanguard Super and Care Super: https://youtu.be/ajLwXOMZXJ0 The Money Puzzle podcast - Apple Podcast | Spotify money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In this my money story episode Glen sits down with Melissa, a 36-year-old emergency department nurse in Canberra. Having grown up in Zimbabwe, lived in Texas and moved to Australia in 2014, Melissa's story is an inspiring one of how good money habits and consistent investing pays off! money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In this Q&A Glen is joined by Rachelle Kroon and John Pidgeon from this is property to unpack: ππΌ 40 year mortgages ππ½ what John's seeing on the ground as a buyers agent ππΎ a single mum in Tasmania wanting to buy a property on the mainland ππΏ products that have gotten smaller/worse but cost more than ever! ππ» use $76k windfall to clear personal debt on put it in the offset? π what do I need to do to semi-retire at 50? ππΌ sharing a bank account with friends to save for holidays John Pidgeon's buyer's agent service: https://www.envisageproperty.com.au/ money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ Jasmine* (39) and Dave* (41) have worked hard, built up solid assets and now they're ready to trade Sydney for a slower life in regional NSW. They plan to sell down their properties, move into their regional investment property and raise their family mortgage-free. What does Glen think and do the numbers actually stack up? *Names changed for privacy To see if youβre on track with your super for your age, head to https://art.com.au and search βHow much super should I have?'. Love these episodes? Check out our dedicated WWGD podcast feed! Listen on Apple Podcast | Listen on Spotify money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In this Q&A, Glen is joined by financial adviser Nathan Fradley to unpack your questions. They touch on: ππΌ am I paying too much in body corporate fees? ππΎ what is the 2 year exemption rule for CGT on deceased estates? ππΏ how close to retirement should I boost my income-producing assets e.g. dividends ππ» community discussion: give us your best frugal tips! π my loan is fully offset but the $$ are decreasing! Why? ππ½ HSBC are moving my home loan to Pepper Money, pros, cons? ππΎ tips for breaking scarcity mindset and enjoying what I worked hard to build ππ½ plus congrats to the person in our Facebook group who paid off their credit card debt! money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ Jess can't remember a time she didn't feel stressed about money, and being married hasn't made it simpler. Glen takes a look at Jess's financial situation and how Jess and her husband manage money as a couple and asks whether the system they've built is actually working for both of them. To see if youβre on track with your super for your age, head to https://art.com.au and search βHow much super should I have?'. Love these episodes? Check out our dedicated WWGD podcast feed! Listen on Apple Podcast | Listen on Spotify money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In today's Q&A Glen and John chat about: ππΌ a couple making $950k household income are weighing up a home buying move ππ½ should I have bonds in my portfolio? ππΎ what's the best money you've ever spent on an experience? ππΏ was buying a house & land package as an investment a mistake? ππ» car upgrade - what should I get? π my financial adviser has recommended a super fund that I've never heard of ππΌ how would you fund a wedding? Sell shares or use equity from mortgage? money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ Tanu wants to buy his first home in Perth and has $50k sitting in the First Home Super Saver Scheme to use towards a deposit, but he's wanting some direction on how to move forward. Glen sits down with him to unpack his situation and shares what he would do. To see if youβre on track with your super for your age, head to https://art.com.au and search βHow much super should I have?'. Love these episodes? Check out our dedicated WWGD podcast feed! Listen on Apple Podcast | Listen on Spotify money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In this Q&A Glen is joined by Phil Thompson from Skye Wealth to chat about: ππΌ getting personal insurance when you have multiple health exclusions ππ½ Lina and her husband's debt recycling plan ππΎ should I switch super funds? Plus what metrics matter when comparing super ππΏ using a credit card vs spending account for expenses ππ» should I go through my financial adviser or Skye Wealth to get personal insurance? π does life insurance and TPD held inside super still pay out if you move overseas? money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ Chad & Britt* are nurses who have three young kids and are about to inherit $200k. They want to use some of it to take a holiday, buy a caravan and pay down some of the mortgage. What would Glen do in their position? *Names changed for privacy To see if youβre on track with your super for your age, head to https://art.com.au and search βHow much super should I have?'. money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In this episode Glen & Rachelle Kroon answer your questions about: ππΌ max out super contributions vs invest in ETFs vs keep money in offset? ππ½ managing money in a relationship when one person is more engaged ππΎ a tradie planning for a workload reduction in 10 years ππΏ what's driving investors to sell right now? ππ» diversifying to protect against brokerage risk for larger balances money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Glen is joined in the studio by performance dietician, author and friend of the show, Jess Spendlove, to talk about the one investment most money-minded people completely overlook. Jess's book, For The Long Run: https://link.amazon/B01DCOdYD money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Katie is 43, a teacher and keen for a financial health check. Recently out of cancer surgery, Katie wants Glen's thoughts on how to balance preparing for retirement and enjoying time with her 15yo son. To see if youβre on track with your super for your age, head to https://art.com.au and search βHow much super should I have?'. money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Glen, John & Rachelle answer your questions about: ππΌ selling my investment properties to buy a home with my partner ππ½ should I put a $200k inheritance in a high interest bank account or ETFs? ππΎ prioritising a career change, buying a house, travel and investing in my 30s ππΏ opening a joint shares account to invest with my partner Sort Your Career Out And Make More Money: https://link.amazon/B05BBIQxe Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing:https://www.investingbook.com.au/ money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Glen is joined by Ben Kingsley host of The Property Couch and co-author of How to Retire on $3,000 a Week for a conversation on where the property market is headed into the end of 2026 and into 2027. They touch on: π negative gearing changes and what they actually mean for investors going forward ππΌ the fundamentals that haven't changed even if the rules have ππ½ what drives land values & why it matters for investing ππΎ are we currently in a buyer's market? ππΏ the economics of capital city living & affordability ππ» when landlords or renters don't meet their obligations π the risks and opportunities for investors ππΌ Ben's final word of caution to investors Ben's book, How to Retire on $3000 a Week: https://link.amazon/B01cwGvGK money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In this Q&A, Glen is joined by mortgage brokers Joe Carroll and Genevieve "Gel" Lyons from Sphere Home Loans to answer all your questions including: ππΌ how soon can I refinance my mortgage? ππ½ pros and cons of bridging loans ππΎ taking out a personal loan to use as your deposit ππΏ getting a home loan during your probation or while you're switching jobs ππ» will equity that's sitting in an offset account impact my future borrowing capacity? π do higher lender fees = broker commissions? ππΌ getting lending without PAYG income ππ½ low doc loans - what are they? ππΎ am I annoying my mortgage broker with too many scenarios? ππΏ are there better lenders for a debt recycling strategy? ππ» how do lenders assess income generated from cash in the bank, ETFs and investment properties? π how does a security swap work? ππΌ construction loans & using a guarantor to buy the land component ππ½ preparing your financials for a new loan or refinance money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ Jess, host of the Get Started Investing podcast series wants Glen's take on what she should do with her surplus income - invest, save or put in super? Glen also gives his 2 cents on Jess's plan to buy a house with her partner Jordan who, at the time of recording, she's been seeing for 6 months. To see if youβre on track with your super for your age, head to https://art.com.au and search βHow much super should I have?'. Check out Jess's Get Started Investing podcast series: https://equitymates.com/get-started-investing/ money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property is available now! https://amzn.to/4svhyoH If you've ever felt like you're not getting ahead it could be caused by one (or a few) of these reasons! Glen, John and year 11 student Toby chat about the biggest things that might indicate you don't manage your money well, and what you can do about it. money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Rachelle's & Glen's book, The Quick-Start Guide to Your First Property: https://amzn.to/4svhyoH John Pidgeon's book, Sort Your Property Out & Build Your Future: https://amzn.to/45l7n9M This episode is for anyone considering buying their first property as an investment rather than a place to live! Glen James is joined by Rachelle Kroon, host of this is property and co-author of their book, The Quick-Start Guide to Your First Property. Glen & Rachelle chat about: ππΌ when's the right time to buy an investment? ππ½ is it still a good idea since the 2026 Federal Budget announced changes? ππΎ where to buy ππΏ performance growth ππ½ negative gearing changes and managing losses ππ»what to consider before buying a new build π managing the emotional and practical risks ππΌ budgeting for costs - deposit, ongoing & maintenance ππ½ interest only or principle & interest? ππΎ using a buyer's agent - is it for you? ππΏ selecting good tenants ππ» the very real disadvantage for solo buyers in this property climate money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
It's the new financial year and with it comes a couple of changes to super, tax, wages & paid parental leave! Plus our new book is available now! The Quick-Start Guide to Your First Property: https://amzn.to/4svhyoH money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In this investing Q&A Glen sits down with Owen βRaskβ Raszkiewicz from the Australian Finance podcast to chat about: ππΌ how do I know what to invest in without losing money? It still feels risky ππΎ my gold mining shares are up 80%. Sell down to ETFs or keep going? ππ½ my 17yo son is investing in shares to fund an investment property. Will the CGT changes affect his strategy? ππ» thoughts on my long term growth portfolio: 90% IVV and 10% gold π I have 20 ETFs in my play portfolio, how many is too many? ππΏ what's the best system for an ETF portfolio? The Behaviour Gap by Carl Richards: https://link.amazon/B06BNlgIz money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Glen & Rachelle's book, The Quick-Start Guide to Your First Property: https://amzn.to/4svhyoH In this deep dive for first home buyers, Glen chats with Rachelle Kroon host of this is property to unpack their new book The Quick-Start Guide to Your First Property, walking through the full property buying process step by step. They talk about: ππΌ before you start looking ππ½ property research ππΎ making an offer & negotiating ππΏ putting down a deposit and the cooling off period ππ» contracts & finance clauses π building & pest inspections ππΌ the unconditional exchange ππ½ pre-settlement inspection ππΎ preparing for settlement day delays ππΏ navigating the emotions of buying ππ» Govt schemes and incentives π does off market = red flag? money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In this Q&A episode, Glen James and John Pidgeon unpack: ππΌ my husband wants me to quit my job to save his business ππ½ $7M inheritance on the way.... should I take my foot off the gas in building wealth? ππΎ mid 20s, own my home outright & healthy super - how should I invest? ππΏ do these insurance costs and cover stack up? π has anyone regretted buying their house? I have a $1.65m mortgage in Sydney money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
This episode was recorded on 18 June 2026. Glen is joined in the studio by Gemma Dale, Investor Behaviour and Markets Specialist at nabtrade and host of the Your Wealth podcast to cover: ππΏ the SpaceX IPO ππ» a review of the ASX 200 and S&P 500 π a sector-by-sector breakdown of what's actually been happening under the hood Learn to invest with Glen's award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ On paper, a $350K household income sounds like it should give you so many options. In reality, Ellie* is struggling to know which goals to focus on. In this 'what would Glen do' episode, Ellie & Glen unpack: ππΌ her different goals ππ½ her current financial situation ππΎ Glen's sound financial house framework ππΏ savings, super & assets π what Glen would do *Name changed for privacy To see if youβre on track with your super for your age, head to art.com.au and search βHow much super should I have?' Need a system to manage your money? Check out the FREE Glen James Spending Plan: https://education.moneypodcast.com.au/courses/the-glen-james-spending-plan money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.
The Quick-Start Guide to Your First Property: https://amzn.to/4svhyoH The Quick-Start Guide to Investing: https://www.investingbook.com.au/ In this Q&A, Glen James and Rachelle Kroon chat about: ππΌ selling our home in the city to live in our regional IP and getting debt-free ππ½ what records and paperwork do I need to keep when I sell shares? ππΎ community discussion: if you won $30m, how would you manage it? ππΏ investing for kids and the tax implications ππ» finding a future-proof career after leaving the defense force π should I accept a $10,000 car crash compensation? ππΎ should I pay my mortgage down before upgrading? 6 ways to invest for kids: https://www.moneypodcast.com.au/blog/investment-for-kids-6-ways-to-invest-for-your-kids Book a property clarity call with John Pidgeon: https://www.envisageproperty.com.au/claritycall money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out https://www.spherehomeloans.com.au Need to review your personal insurances? Head to https://skye.com.au Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show π‘ Join our Facebook community: https://bit.ly/m3fbgroup Watch us on Youtube: https://www.youtube.com/@m3.podcast Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we donβt know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.