money money money

The Australian government have brought forward significant changes to the First Homebuyer Guarantee scheme, effective from October 2025. Glen, Rachelle and John unpack how this could impact first home buyers. They cover: 👉🏾 the news announced about the First Homebuyer Guarantee👉🏿 real world case studies that demonstrate how this scheme works👉🏻 how will this impact the market?👉 could you game this system with this scheme?👉🏼 how will this impact supply and demand?👉🏽 some concerns about the scheme + what to be aware of before accessing itSubscribe to this is property: https://www.youtube.com/@thisispropertyLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Finance content creator (@investwithqueenie) and author Queenie Tan joins Glen in this bonus episode to answer 10 questions:👉🏾 what makes a successful investor?👉🏿 super or non-super and why?👉🏻 mortgage or invest?👉 what do you think is the biggest barrier to people investing?👉🏼 do you have to be smart to be good with money?👉🏽 how do you define success and have you achieved it?👉🏾 if someone gave you $10,000 what would you do with it?👉 what's been your best investment to date?👉🏻 what are you currently reading or listening to?👉🏼 what's one book you would recommend to become a better investor?Grab Queenie's book, The Fun Finance Formula: https://amzn.to/45jO8ktLearn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeWant more investing content? Find 'this is investing' wherever you listen to podcasts.Have a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Money doesn’t have to be boring. In this episode Glen sits down with Queenie Tan (author and money educator) to explore her unique approach to finance, investing, and living with purpose. The conversation touches on:👉🏾 a bit about Queenie, her book, her values and view on the FIRE movement👉🏿 Queenie's 4 money quadrants, shadow selves + limiting beliefs👉🏻 hard decisions, regrets, taking risks + Queenie's investing strategy👉 Queenie's new project - the Billroo appCheck out Queenie's book, The Fun Finances Formula: https://amzn.to/4fT17gECheck out Billroo: https://billroo.com/Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In this episode Glen is joined by financial advisers James Millard and Phil Thompson to unpack your questions! They touch on:👉🏾 cancelling $100 a fortnight salary sacrifice. Tax agent said it should go elsewhere, is that bad advice?👉🏿 putting salaries go into the mortgage offset, use a credit card for about $10k monthly spend to earn Flybuys/Virgin points, and pay it off from the offset. Worth it?👉🏻 what have you DIY'd that genuinely saved you money?👉 when is it time to refinance? How long do you wait?👉🏼 I have DHHF, should I invest in anything else?Check out Glen's video about DHHF vs VDAL: https://youtu.be/xM1Z4EBUFPYLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Glen interviews Brian Parker, Chief Economist at Australian Retirement Trust in a quick-fire Q&A. Okay... so it's not quite 10 questions, but close enough!👉🏾 what makes a successful investor in your mind?👉🏿 super or non-super and why?👉🏻 mortgage or invest?👉 what do you think is the biggest barrier to people investing?👉🏼 do you have to be smart to be good with money?👉🏽 when have you financially 'made it' and have you achieved that?👉🏾 if someone gave you $10,000 what would you do with it?Learn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeNick Bradley is now over on Youtube! Subscribe to his show, 15 Minute Money: https://youtube.com/@15minutemoney?si=GOLaFNrEqh5iUCJ1Have a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Glen recently recorded a review of the new Betashares Direct platform, and to follow that up he invited Matt Fish, Head of Product at Betashares, to share more about it. In this discussion they dig into:👉🏾 what the Betashares Direct platform is👉🏿 how the platform is being developed over time👉🏻 why Betashares Direct is built on the custodian model, not the CHESS model👉 detailed community questions about the platform (fees, reinvesting, asset allocation, online profile features, how you use the platform to invest) + a live preview of using the platform👉🏼 taking a quick look at the mobile app👉🏽 how do the desktop login and mobile app differ?Watch Glen test and review the Betashares Direct system: https://youtu.be/sg3OwZVDVmM?si=HwUVg3EAgPGI6PtDLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Glen, John and Rachelle tackle your questions including:👉🏿 is it worth paying more of my mortgage knowing I'll sell it?👉🏻 my car is getting a bit old, time to upgrade?👉 first investment property: principal + interest or interest-only?👉🏼 any tips for negotiating a mortgage refinance?Check out this is property on Youtube: https://www.youtube.com/@thisispropertyWatch the 'money by age' miniseries: https://youtube.com/playlist?list=PLQW_VRWNC0jTfzNGxPpfuwdot5SE5GMlj&si=7FO3e0DLB3JV0EAtSubscribe to Dev Raga Personal Finance: https://shows.acast.com/my-millennial-money-medicalLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In this short and sharp money Q&A, Glen chats with Vince Scully about what makes a good investor, mortgage or invest?, what "making it" with money actually looks like and more!Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storeTo get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

We've all heard about prenups (binding financial agreements), but when is it appropriate to set one up? In this episode (originally played on 'this is property') Rachelle Kroon interviews family lawyer, Kate O'Grady, about how to have tough money conversations in your relationship, touching on:👉🏻 the tough money conversations to have going into a relationship, and ongoing👉 the pros and cons of a binding financial agreement👉🏼 what a de facto relationship is defined as👉🏽 how to separate from your partner and divide your assets wellWatch this episode on Youtube: https://youtu.be/u5hq3NdYj2kSubscribe to this is property on Youtube: https://www.youtube.com/@thisispropertyLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Time to answer your questions! In this episode Glen, John and Rachelle discuss:👉🏾 am I ready to buy a second investment property?👉🏿 is it worth using a trade support loan to invest in ETFs or buy a home?👉🏻 I feel like I've bought too much house, should I downsize?👉 how should I super split with my partner?Subscribe to this is business: https://shows.acast.com/this-is-businessCheck out the mmm merch & book store: https://www.moneypodcast.com.au/storeSubscribe to this is property: https://www.youtube.com/@thisispropertyLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Thinking of moving out and renting your home? In this episode, Glen James is joined by Rachelle Kroon to unpack the steps you need to take when turning your principal place of residence into an investment property.Learn to be a better investor with Glen and Nick’s book, 'The Quick Start-Guide to Investing':  https://amzn.to/3QNNrbvCheck out Nick Bradley’s new YouTube show ‘15 Minute Money’: https://youtube.com/@15minutemoney?si=GOLaFNrEqh5iUCJ1Have a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

What's more valuable than money? Time. When you have a family to manage, time is tight, and money needs close management, especially when both parents are working. In this chat Glen and Rachelle share all the top tips from the money money money community to save time, get things done, maintain routines, and enjoy family life with less stress.Check out this is property: https://www.youtube.com/@thisispropertySubscribe to this is business: https://shows.acast.com/this-is-businessLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Thinking of buying an apartment, townhouse, or unit? In this episode, Glen and property coach John Pidgeon break down what it really means to buy in a strata scheme. They explain how strata works, what costs to expect, and the key things to check before you sign a contract. They also talk about red flags in strata reports and knowing what you actually own versus what’s common property.Watch the First Home Super Save (FHSS) scheme video here: https://youtu.be/GM2QRMRyTU0Subscribe to this is property: https://www.youtube.com/@thisispropertyGet a copy of Sort Your Property Out & Build Your Future: https://www.moneypodcast.com.au/resources#booksSubscribe to this is business: https://shows.acast.com/this-is-businessLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Should you invest only in Australian equities? Glen shares his thoughts.Grab Nick & Glen’s book, The Quick Start-Guide to Investing:  https://amzn.to/3QNNrbvHave a question or topic for the show? Post it in our Facebook group.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

The First Home Super Saver (FHSS) scheme is one of the best kept first home buyer secrets! In this episode Glen and Vince Scully break down how the scheme works, provide examples as to how it could impact your finances, and what you need to consider.Read more about the FHSS scheme here: https://www.ato.gov.au/individuals-and-families/super-for-individuals-and-families/super/withdrawing-and-using-your-super/early-access-to-super/first-home-super-saver-schemeWatch this episode on YouTube: https://youtu.be/GM2QRMRyTU0Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In this episode Glen is joined by Rachelle Kroon to discuss your questions! They touch on:👉🏾 should I pay off my home by refinancing IP?👉🏿 grow offset or invest in VGS?👉🏻 I have $10k portfolio in Spaceship, what now?👉 what's the deal with superannuation government co-contributions + notice of intent to claim?Watch this episode on YouTube here: https://youtu.be/rWo84tgv55MCheck out this is property on YouTube: https://www.youtube.com/@thisispropertyWatch the superannuation splitting video: https://youtu.be/NpgMeVIvb8c?si=37hqExrSgtSr876tLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

You've all seen the scandal, now lets unpack it.Entertainment episode, not heaps about money - but some good lessons here from the experts!Check out our podcast this is work wherever you listen to poddies!Our book, Sort Your Career Out can be purchased here.Cheers,Glen Hosted on Acast. See acast.com/privacy for more information.

Glen interviews Nick Bradley about his FIRE journey, investing lessons, and what’s next. They talk about money regrets (like paying off the mortgage early), passive income, and the launch of Nick’s new YouTube project 15 Minute Money.📺 Follow Nick’s new YouTube channel: https://www.youtube.com/@15minutemoneyNick & Glen’s book 'The Quick Start-Guide to Investing' is available here:  https://amzn.to/3QNNrbvHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

One of the biggest financial mistakes people make is either buying too much house or too much car. In today's episode Glen shares his money formula and some good guides for making wise financial decisions around buying cars. He covers:👉🏾 how much to spend on a car👉🏿 the golden rule of car buying👉🏻 buying new vs used👉 how car loans work👉🏼 balloon payments explained👉🏽 car loan vs personal loan👉🏾 red flags when financing👉🏿 tips for negotiating👉🏻 when dealer finance might work👉 some listener scenariosWatch this episode on YouTube: https://youtu.be/5kiCica6PLMLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

If you're in your 40s now is the time to get moving! In this episode Glen and John share their thoughts on the 40s decade and what you need to master, touching on:👉🏾 it's half time with your money: act now👉🏿 the keys to wealth creation👉🏻 how to have money conversations with your kids👉 tough money questions you need to ask yourselfCheck out all episodes in this money by age series: https://youtube.com/playlist?list=PLQW_VRWNC0jTfzNGxPpfuwdot5SE5GMlj&si=rHczkiFPbiZReCszCheck out the First Home Super Saver (FHSS) scheme video: https://youtu.be/rDFXb_AcuU0?si=Ww7xF6tQaef5DXL2Check out Sort Your Career Out & Make More Money: https://www.moneypodcast.com.au/resources#booksLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Investing always involves some level of risk but how do you get comfortable with that? Glen James unpacks why education, diversification and experience are the keys to making peace with market ups and downs.Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aiHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

We've hit a new financial year, so where are we at? In this episode Glen chats with Australian Retirement Trust economist, Brian Parker, about the state of the Australian and global economies. They touch on:👉🏻 any surprises he's seen👉 how Trump's trade tariffs are rolling out👉🏼 interest rates and the RBA's focus👉🏽 the tax reform conversation👉🏾 his view on the Division 296 super taxCheck out Australian Retirement Trust here: https://www.australianretirementtrust.com.au/This is a sponsored episode.Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Your 30s are a critical decade for getting your money sorted! In this episode Glen, John Pidgeon and Rachelle Kroon share everything you need to know about money in your 30s, touching on:👉🏾 optimising your financial foundations👉🏿 upskilling or changing your career👉🏻 investing👉 the importance of estate planning👉🏼 setting up your life insurances👉🏽 setting some really solid goals and going for itWatch the money in your 20s episode: https://youtu.be/C9GI7X3zCL8?si=OhBKLRI8y3BlOFP3Check out Sort Your Career Out & Make More Money: https://www.moneypodcast.com.au/resources#booksCheck out Sort Your Property Out & Build Your Future: https://www.moneypodcast.com.au/resources#booksLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Feeling stuck on the sidelines because you're afraid to make the wrong investment move? Glen James shares some strategies for tackling analysis paralysis to help you get out of your own way and take action.Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aiHave a question or topic for the show? Post it in our Facebook group.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In this episode Glen James and Phil Thompson from Skye Wealth unpack your life insurance questions. They touch on:👉🏾 how much will life insurance roughly cost?👉🏿 are life insurances a scam?👉🏻 stepped vs level premiums👉 what's the deal with getting insurance policies after receiving a new health diagnosis?👉🏼 what are the pros and cons of default insurance in super vs retail insurance?Reach out to Skye Wealth here: https://www.skye.com.au/Listen to the Retire Right episode about when to cancel life insurance: https://shows.acast.com/retire-right/episodes/324Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

We're bringing back a popular series - money in each decade! Today we kick off with money in your 20s and late teens. Glen, John and Rachelle share their top tips for managing money and building the life you want. They touch on:👉🏾 the key money foundations👉🏿 where your priorities should be👉🏻 how to have fun and plan for the future at the same time👉 habits or spending that have better impact👉🏼 how to think about study and your career👉🏽 the importance of making a 'move out of home' planLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Landlord insurance is one of those things investors often don’t think about until they need it. This episode unpacks what landlord insurance actually covers (and what it doesn’t), why strata and building insurance aren’t enough and the biggest mistakes landlords make when it comes to claims. Glen is joined by Carolyn Parrella from Terri Scheer Insurance to chat about:👉🏾 what landlord insurance covers vs strata and building insurance👉🏿 common assumptions that leave landlords exposed👉 the truth about wear and tear, poor living habits and pet damage👉🏼 what happens if a tenant dies or abandons the property👉🏽 when to take out a policy to ensure you're covered👉🏾 how claims are assessed and what delays payouts👉🏿 the role of property managers in the claims process👉🏻 tips for checking if your current policy gives you the right protectionThis is a sponsored episode. Find out more at https://www.terrischeer.com.au/ and remember, before buying this insurance issued by Terri Scheer, read the PDS and TMD and consider whether it's right for you.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Is your financial life ready to be a better investor? Welcome to The Ten Minute Investor.Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aiWant to watch this? You can here: https://youtu.be/qLYkiyAjdzcAny advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In this episode of 'my money story' Glen sits down with Sky from Perth who is a nurse, self-proclaimed spender and lowkey savings queen. In this chat we hear about her decision to call off her engagement, spend big on travel and save $75k for a house deposit! Sky also talks about:👉🏽 learning financial literacy after a breakup👉🏼 spending $10k on braces and not regretting it👉🏿 why she’s still unsure about buying property👉🏻 her advice to anyone ignoring that little nagging feeling in a relationshipLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

It's so easy to let your money take the reins in your life, but you might end up somewhere financially you don't want to be. In this episode Glen and Jacqui Clarke talk about the essential work you have to do to align your goals and money and build the secure financial life you actually want to live. They touch on:👉🏾 getting your head out of the sand with your finances👉🏿 structuring and protecting your money to get back on track👉🏻 the spending habits to watch out for👉 ways to ensure your spending/budget is streamlined👉🏼 notes from Jacqui's experience with money and a blended family post-divorceCheck out Jacquie's book, Stop Worrying About Money: https://amzn.to/4kS38uXCheck out Jacqui's website for more info: https://www.jacquiclarke.me/Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

How many times have you heard someone say, 'personal finance should be taught in schools!'? Well, Barbara van der Merwe has created a resource to do exactly that called 'Mandy Money', a curriculum for students in year 9-12. Glen chats with Barbara about:👉🏻 opportunities to teach your teens about money👉🏾 how to keep money conversations in a positive light👉 how the Mandy Money program links into the curriculum👉🏿 the board book Barbara is working on for children 0-5Visit the Mandy Money website for more details: https://mandymoney.com.au/Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

The First Home Guarantee scheme is getting a major overhaul with new price caps, scrapped income limits, and no more place limits. Glen, John and Josh de Buelle unpack what the changes mean for first home buyers and whether it’s worth jumping in now or waiting. Then they dive into a real case study of a couple in their mid 20s wanting to purchase an investment property that they can move into later down the track. In this episode:👉🏽 scheme changes: new price caps, no income limits👉🏾 pros and cons of buying with just 5% deposit👉🏼 why strategy must come before any scheme👉🏿 buying an investment you plan to also live inWatch Glen's YouTube explainer about how LMI works: https://youtu.be/cmWOlvNhElkLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aiThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

It's everyone's favourite time of year - tax time! In this episode Glen and Erin Davis, chartered accountant and money coach, dig into *everything* from lodging returns to claiming WFH expenses. They touch on:👉🏾 back paid income👉🏿 lodging late returns👉🏻 key lodgement dates👉 teenagers and their income👉🏼 side hustle income and deductions👉🏽 salary sacrifice and HELP debt👉🏾 the Division 293 super tax👉🏿 claiming capital losses against future gains👉🏻 selling CBA shares after 25 years👉 how long to wait for proper tax-related reporting👉🏼 moving from sole trader to a trust👉🏽 how business income affects your personal income👉🏾 working from home deductionsCheck out Erin's details here: https://www.erindavis.com.au/Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In this campfire chat, Glen and Vince Scully from Life Sherpa unpack the world of alternative assets, everything from hedge funds and VC investments to gold, wine, watches, crypto and even pink diamonds. It’s a deep (and slightly cheeky) dive into the ‘sexy stuff’ that shows up in your super or portfolio and why you probably don’t need as much of it as you think.Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Giving generously (with time, money or support) has always been a central part of Glen's money philosophy. In this conversation he chats with Mark Dombkins from Forever Projects, one of the key charities that money money money supports financially. They chat about an upcoming Mount Kilimanjaro climb, how their charity activities are going and their 100% charity giving model.Check out Forever Projects here: https://foreverprojects.org/See all the charities m3 supports here: https://www.moneypodcast.com.au/charitiesWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Buying your first property is a big deal, and being strategic with that first purchase has never been more important. In this chat Glen, John and Rach discuss the various ways to approach your first property purchase, touching on:👉🏾 making a plan to save for a property👉🏿 deciding on a home or investment first👉🏻 the downsides of self managing investment properties👉 the trends of buying new vs old👉🏼 and quickfire tips for buying in AustraliaCheck out John's book, Sort Your Property Out & Build Your Future here: https://www.moneypodcast.com.au/resources#books'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvSubscribe to this is property: https://www.youtube.com/@thisispropertyCheck out the original First Home Super Saver scheme video - an updated one to come: https://youtu.be/rDFXb_AcuU0This is a sponsored episode.Thanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

The media has been spotlighting the Division 296 tax on super balances in Australia over $3m starting 1 July 2025. In this episode Glen and John unpack:👉🏾 what Division 296 is and how it works👉🏿 how the new super tax is calculated👉🏻 the potential reasoning behind the policy👉 why taxing unrealised gains is controversial👉🏼 who this affects and whether you need to worryWatch this episode on YouTube here: https://youtu.be/T24gjis0MAIThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Thinking of leaving the employee life to start a business? Gina did - with no roadmap, a warehouse lease, and two kids in tow. She and Glen chat about the messy middle of building something new, from landing the first client to perfecting the sales pitch and tackling the fear that comes with starting something new. This episode first aired on our podcast, this is business! Subscribe on Apple Podcasts | Subscribe on SpotifyWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here. Hosted on Acast. See acast.com/privacy for more information.

In this special live episode from Perth, Glen and John take questions straight from the audience. From early retirement goals to splitting assets during a separation, they cover real-life money scenarios with plenty of laughs and practical tips along the way. They touch on:👉🏾 how much super do you really need to retire?👉🏿 financial hurdles and how to overcome them👉🏻 early retirement vs building a life with choice👉 splitting a business during a separation👉🏼 using equity: pay off bad debt or invest?👉🏽 buying a forever home vs wealth-building property👉🏾 real-life financial decisions we regret👉🏿 how to plan when life throws up weddings, babies and mortgagesThanks to our event partners: Forever Projects, Everest Wealth, Finext, and Australian Retirement Trust!We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Calling all first home buyers! Here's what you need to know about lending, mortgages, mortgage brokers, and the home buying process. In this episode, Glen chats with mortgage broker Genevieve from Sphere Home Loans about:👉 how lenders are matched with you👉🏼 how much generally you can expect to borrow based on your income👉🏽 key terms like deposit, servicing, lenders mortgage insurance (LMI)👉🏾 schemes and concessions to look into👉🏿 a walk through of working with a mortgage broker👉🏻 how a mortgage broker is paidNeed a mortgage broker? Connect with the Sphere Home Loans team hereThanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Vince Scully is back! In this episode he and Glen unpack what listed investment companies (LICs) are, and how they compare to ETFs. Together they discuss:👉🏾 what LICs are in a nutshell👉🏿 the top 10 holdings of two LICs vs the IOZ ETF👉🏻 how performance and volatility interact👉 understanding the tax implications of LIC👉🏼 the pros and cons of LICs vs ETFsThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Glen sits down with listener Katherine, who’s been with her husband for 25 years and disagrees with Glen’s usual advice around combining finances with your partner. She explains why separate accounts work just fine for her long-term relationship and how she and her husband have adopted a flexible money system. They unpack when joining finances makes sense, when it doesn’t, and what actually matters when managing money as a couple. Glen and Katherine touch on:👉🏻 why separate finances can still mean shared goals👉 what long-term financial teamwork looks like👉🏾 how they handle mortgage, bills and savings👉🏽 how she's teaching her kids about money👉🏽 their differences (and similarities!) in perspective on managing money with a partnerThanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In today's community Q&A Glen and John discuss:👉🏾 there are no jobs for me in my city, what do I do?👉🏿 should we sell our Perth investment property?👉🏻 I've inherited my dads property: sell or keep and rent it out?👉 imagine you had all the money you ever need, what would you do?👉🏼 retired and coming into some cash, what should my family member do?John's Perth property workshop -14 May Book tickets hereGlen and John's live podcast recording in Perth - 15 May Book tickets hereShell & Glen’s book 'Sort Your Career Out & Make More Money' is available here: https://amzn.to/4k3YSrrThis is work episode mentioned in the chat: 🎧 Apple | SpotifyThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In today’s episode Glen chats with James, an engineer and dad who built a meal-planning tool while on parental leave. Now he’s at a crossroads to either scale it up or shut it down. What would Glen do? They dive into the emotional and practical challenges of turning a time-consuming hobby into a real business. Thanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In today's Q&A Glen and John discuss:👉🏻 what happens with your superannuation when you pass away?👉 should I move my investing to Betashares Direct?👉🏼 is this Sydney apartment the best one for me?Book a clarity call with John here: https://www.solverewealth.com.au/clarity-call-with-john-pidgeon/Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Today’s bonus episode is from the This is Work podcast, where Shell catches up with former cohost Emily Bowen about what it’s really like to step away from work and into the baby bubble. They discuss the identity shift that comes with taking parental leave, the vulnerability of pressing pause and feeling disconnected from your workplace, and the surprising moments of clarity that come with time away from the hustle. Em touches on:👉🏾 what helped her stay connected while on leave👉🏿 building trust and confidence in her ability to return to work & have a successful career👉🏻 processing the vulnerability of stepping back👉 and the power of a work bestieConnect with Em on LinkedIn here: https://www.linkedin.com/in/emilybowen26/We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here. Hosted on Acast. See acast.com/privacy for more information.

In today's episode Glen chats with Genevieve from Sphere Home Loans about her real-life experience of starting and growing a family while navigating career changes. Genevieve and her partner have had two kids, stepped in and out of the workforce, and managed money every step of the way. They cover:👉🏾 preparing financially for parental leave👉🏿 superannuation splitting with your partner👉🏻 managing childcare costs👉 returning to work part-time👉🏼 mindset shifts around identity, career and motherhood👉🏽 tips for young families navigating similar transitionsThanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In today's episode Glen and financial adviser Jess Brady from Financially Fierce answer your money questions! They touch on:👉🏿 should you invest in the company you work for?👉🏻 CHESS vs non-CHESS sponsored share brokers and if it matters👉 would you talk about money on a first date?Subscribe to Financially Fierce here: https://www.moneypodcast.com.au/financially-fierceTo check out Jess's Evergreen Money Growing Club or The Greenhouse Money Growing Program, click here.Here's the lotto win video mentioned in the chat: https://youtu.be/cAKqd86Nd4s?si=YNHx45hj8_P554vbSubscribe to this is business: https://www.moneypodcast.com.au/businessCheck out Glen's book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

What do Tesla, Meta and Amazon have in common? They’re founder-led, and that might just be their secret sauce. In this episode Glen chats with author and fund manager Lawrence Lam about the unique mindset founder-CEOs bring to the table, why psychological ownership matters and how to spot red flags in your portfolio. They unpack examples from Chemist Warehouse to Netflix and dig into Lawrence’s new book The Founder Effect, a must-read for investors looking to identify high-performing leadership.Check out 📘 The Founder Effect here: https://amzn.to/3Gy8jAVThanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

***This episode was recorded before the election announcements relating to the first home home buyer scheme proposed changes. In today's chat, Rach Kroon from Sphere Home Loans joins John on the pod to help answer your mortgage questions. They cover:👉🏾 monthly vs weekly repayments 👉🏿 coming off a fixed rate👉🏻 should I use a guarantee scheme to have more money in the offset?👉 pay down mortgage or put the money in the offset?👉🏼 how construction loans workCheck out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.comThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe hate email spam so we don’t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.