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892 episodes — Page 5 of 18

751b how do they do it? 👀 investing for the ultra-high net worth (with Scott Fletcher of Woodbury Private)

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In today's episode, Glen sits down with Scott Fletcher, Chief Investment Officer at Woodbury Private, to uncover how advisers help the ultra-wealthy invest their money. They chat about family offices, investment strategies, philanthropy and the unique challenges of guiding high net worth clients. It's a behind-the-scenes look at how wealth changes the game and the advice that comes with it.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.

Dec 18, 20241h 6m

751 success vs. luck, DHHF or GHHF, debt recycling, shiny objects + SMSFs

Is financial success down to hard work & skill or luck? In today's episode Glen sits down with financial advisers Deline Jacovides from Mazi Wealth and John Cachia from Thriving Wealth live at the Financial Advice Association of Australia's National Congress to chat about this and more, touching on:👉🏻 geared ETFs — what they are and the risks involved👉 how John and Deline invest for their clients (and themselves)👉🏼 why chasing shiny objects online rarely works out👉🏽 debt recycling and gearing👉🏾 do you really need a self-managed super fund?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.

Dec 16, 20241h 5m

750b thankful or jealous? here are what people are doing for their work Christmas party

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As the year winds down, workplaces are gearing up to celebrate! In today's episode, Glen and his mate Ben Gleeson share what people in the money money money Facebook community have planned for their work Christmas parties. From mini festivals to nothing at all, some of these may have you jealous or thankful! 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.

Dec 11, 202452 min

750 adviser red flags, finfluencers, financial advice as a career + what would you do with $20k

In today's episode Glen sits down with financial advisers Nicole Gardner, Hannah Elliot and Bec Pritchard live at the Financial Advice Association of Australia's National Congress. They chat about how the industry is evolving, the rewarding parts of their jobs, red flags when choosing an adviser and the steps to become an adviser in Australia. 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.

Dec 9, 202455 min

749b mms: career change at 34 - Josh is in the process of moving from construction

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In this my money story, Glen chats with Josh, a 34 year old listener transitioning from construction to financial services. Josh's story touches on selling his first home to fund his degree, balancing family life with full time study and the steps he's taken to make the move. This episode is a great example that career changes are possible if you’re willing to take action. 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.

Dec 4, 202438 min

749 what to do with $200k, salary packaging & HELP debt, mini property development & inheritances for grandkids

In today's episode, guest hosts Jess Brady from Financially Fierce and John Pidgeon from this is property answer your questions, covering:👉🏾 Is there a way to calculate how much to salary package to pay off HECS?👉 considerations for sub-dividing or buying an investment property👉🏼 advice for using a $200k windfall towards goals👉🏽 keeping an inheritance safe for grandkids 🎧 Financially Fierce: everything you need to know before buying your first home (with Em Wallace) 👇Listen on Apple Podcast hereListen on Spotify hereHow to Subscribe to the Retire Right podcast (video): https://www.youtube.com/watch?v=DNDhMT2WJE4Thanks 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.

Dec 2, 202448 min

748b airbnb taxation, CGT exemptions, 6 year rule + money coaching with Erin Davis

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Managing an Airbnb or short-term rental sounds like easy cash, but what about the tax side of things? In this episode, Glen and accountant-turned-money-coach Erin Davis break down everything you need to know about tax obligations, record keeping, and even the CGT implications for short-term rentals. Erin also shares her journey from a decades-long career in accounting to empowering women in business with financial confidence through money coaching. The touch on:👉🏻 income from short-term rentals - what you need to declare👉 record-keeping tips to avoid ATO headaches👉🏾 calculating deductions for Airbnb income👉🏽 how renting a room impacts your CGT exemption👉🏿 the six-year rule for principal place of residence👉🏼 what to do before renting part of your propertyCheck out Erin's podcast, The Erin Davis Show wherever you're listening to this podcast.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.

Nov 27, 20241h 0m

748 vaping, recreational drugs, genetic testing + more (life insurance Q&A)

Let's talk life insurance! Financial adviser Phil Thompson from Skye Wealth joins Glen on this episode to answer all your spicy questions including:👉🏻 can insurance companies ask you to do a genetic test?👉 how do insurers consider vaping and recreational drugs?👉🏼 help! I lost my insurance cover when I switched super funds👉🏾 can I get insurance if I’m terminally ill?👉🏿 why you shouldn’t move insurers regularly 👉🏽 trying to apply for cover while investigating a health concern👉🏻 getting exclusions or loadings removed👉 can I reapply for cover if I've been denied in the past👉🏼 stepped vs level premiums and are level premiums a scam?👉🏽 getting cover with pre-existing conditions👉🏾 life insurance for childrenThanks to Skye Wealth for supporting this episode! Connect with the Skye Wealth team here📒 Sort Your Career Out & Make More Money by Shelley Johnson & Glen James: https://amzn.to/3B1rQaBWe 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.

Nov 25, 20241h 18m

747b wwgd: Jane's Nan has offered $90k to help buy a property

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In today’s episode Glen chats with Jane* about her financial, career, and living situation, exploring the exciting options ahead. From a potential career pivot into the arts to a $90k boost from nan to help her and her sisters enter the property market, Jane has some big decisions to make. *Name changed for anonymity.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.

Nov 20, 202453 min

747 potential HELP debt changes, choosing the best super fund, ETFs inside super + the life insurance in super scandal

In today's episode Glen and Vince Scully from Life Sherpa discuss:👉🏿 proposed Government changes to reduce student loans👉🏻 choosing the best super fund for you👉 default insurance within super👉🏼 and buying ETFs within superThanks 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.

Nov 18, 20241h 10m

746b mortgage broker Q&A (turning your PPOR into an investment, renovation loans, kids & borrowing capacity + more)

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In today's chat, Rachelle Kroon from Sphere Home Loans joins Glen to answer all your questions touching on:👉🏾 benefit of using a broker vs direct to bank👉🏿 will a mortgage broker help someone get a loan under $250k?👉🏻 how much does having a child impact borrowing capacity?👉 borrowing capacity upon returning from mat leave 👉🏼 using equity to buy a new PPOR👉🏽 what after-settlement service can you expect from brokers?👉🏾 renovation loans👉🏿 financial hardship assistance & impact on refinancing👉🏻 how does applying for lending impact your credit score?👉 do mortgage brokers get kickbacks from developers?👉🏼 building a granny flat on your propertyThanks to Sphere Home Loans for supporting this episode! 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.

Nov 13, 20241h 0m

746 financial gifts in Australia, making your house an investment property, brokerage account fees + active vs passive

In today's Q&A Glen and John talk about:👉🏻 are flights to check on your investment property tax deductible?👉 financial implications for turning your home into an investment👉🏼 do you need to pay tax on financial gifts from overseas?👉🏽 investment platforms & brokerage fees👉🏾 the VAP and VSO 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.

Nov 11, 202457 min

745b buying my first home or investment property (clarity call with Tayla)

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Tayla is 27 and wants to know what it will take to purchase her first home on the NSW Central Coast. In this live clarity call, John Pidgeon from this is property and mortgage broker Genevieve Fordham from Sphere Home Loans help Tayla crunch the numbers to figure out what she can afford to buy as either a first home or investment property.Want clarity on your property situation? Book a clarity call with John hereCheck out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.comThanks to Sphere Home Loans for supporting this episode! 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.

Nov 6, 202441 min

745 the $1 rule, and 43 other easy ways to be better with money

Improving your money doesn't have to be complicated! In this episode Glen and Lucy Dean, wealth reporter at the Australian Financial Review, share a ton of easy money tips and hacks from the experts to help you save money, spend smarter and build wealth.Prefer reading? Check out Lucy's article here (you'll need an AFR subscription): https://bit.ly/40rf5k4Thanks 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.

Nov 4, 202456 min

744b wwgd: Megan is 27, newly married and wants career guidance + a financial health check

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In this episode of "what would Glen do", Megan asks for a review of her finances to know if she's on the right track and some advice on her next career move to increase her salary.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.

Oct 30, 202449 min

744 a lazy financial plan, trying to sell an unusual home, those who can’t be helped + offset accounts gone wrong

In today's Q&A Glen and John discuss:👉🏾 should you market your home to a specific demographic?👉🏿 tips for vetting a listing agent to sell your home👉🏻 giving financial advice to friends and family👉 is there anything wrong with my lazy financial plan?👉🏼 investing extra mortgage repayments instead of putting it in offsetThanks 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.

Oct 28, 202456 min

743b secure an off the plan apartment with just $10k (developer Q&A with Third.i)

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In today's episode Glen chats with Luke Berry from property development company Third.i about how homebuyers can get into the market sooner using a platform called NestDeposit. NestDeposit is a platform which allows buyers to secure an off the plan property with an initial $10k upfront, while paying the rest of the deposit off in instalments. They also dive into Third.i's Crow’s Nest project in Sydney and answer your questions around buying off the plan.Register here for the event at Crows Nest, NSW on Thurs 31 October to hear more about NestDepositThird.i website: https://thirdigroup.com.auNestDeposit website: https://nestdeposit.com.auThanks 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.

Oct 23, 20241h 9m

742b what your clothes REALLY cost according to the Ethical Fashion Report

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In this episode, Glen chats with Gina Snodgrass and Kat Halliday from Baptist World Aid about the 2024 Ethical Fashion Report. They dive into the rise of ultra-fast fashion, which brands are making progress, and why it's crucial to buy less, buy better, and expect more from your favourite companies. Check out the full Ethical Fashion Report below. They touch on:👉🏾 what ultra-fast fashion means for consumers👉🏿 how shopping ethically doesn’t have to cost more👉🏻 which big brands are actually ethical?👉 insights from the 2024 Ethical Fashion Report👉🏼 simple ways to extend the life of your clothes👉🏽 the power of consumer choices in driving brand changes👉 ways that you can contribute to a more ethical worldTo view the Ethical Fashion Guide & Report head to: https://bwaa.co/mmm-fashionDonate towards ending worker exploitation: https://bwaa.co/mmm-giveSpeak out to your favourite brands: https://bwaa.co/mmm-speak-outWe 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.

Oct 16, 202453 min

742 renovate or sell inherited property + fair mortgage splits in relationships

In today's Q&A, Glen and financial adviser James Millard from Sufficient Funds dive into the complexities of inheriting an uninhabitable property and making tough decisions about whether to renovate or sell. They also discuss the emotional weight of inheritance, how to avoid decision paralysis, and practical steps for financial planning. Plus, they discuss a question that caused a stir in the money money money Facebook group: How do you set up a fair mortgage split when one partner earns significantly more?📘 'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv📘 Insufficient Funds by James Millard: https://amzn.to/47ZVIQWThanks 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.

Oct 14, 202443 min

741b money & mental health with media personality Nick Bracks

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In today's episode Glen sits down with Nick Bracks—author, podcaster, and mental health advocate. They explore Nick's journey from growing up in the political spotlight to overcoming substance abuse, his money story and achieving success. It’s not just about money; it’s about life, mental health, and resilience. Nick's story touches on:👉🏾 growing up as the son of a political figure👉🏿 aspiring to be an athlete and battling substance abuse👉🏻 using alcohol to cope with anxiety and identity struggles👉🏼 the turning point: a mental health diagnosis and seeking help👉 chasing dreams in the entertainment industry👉🏽 navigating career shifts and creating his business, Move Your Mind👉 lessons learned on money, privilege, and mindset shifts👉🏾 the reality of success in media and managing money👉🏿 and balancing mental health while building a financial futureNick's book, Move Your Mind: https://amzn.to/3zGoOrEThanks 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.

Oct 9, 202446 min

741 market cycles, investment bonds, how to save money on A/C installations, growth vs dividend investing + more

In today's Q&A, Glen and financial adviser James Millard talk about:👉🏿 how are capital gains taxed on investment bonds?👉🏻 what part of the market cycle are we in? 👉 changing mortgage brokers & clawbacks👉🏼 tips to save money on aircon installation👉🏽 pivoting from growth investing to dividend investing📘 Insufficient Funds by James Millard: https://amzn.to/3Y7UTSP📘 The Quick-Start Guide to Investing by Glen James & Nick Bradley: https://amzn.to/3XMSmMwThanks 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.

Oct 7, 202455 min

740b buyer's advocate Q&A (cost vs benefit, first homebuyers, off-market deals + more)

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In today's episode, Glen chats with Emily Wallace and John Pidgeon, hosts of this is property, to dive into the world of buyer’s advocates. Outside of hosting the show, Emily and John are both buyer's advocates with Emily focusing on first and family homes in Melbourne and John on investment properties. They discuss when you might need one, how to pick the right advocate, and whether it's worth the investment—especially in today’s tricky property market. The episode touches on:👉🏾 what buyer’s advocates do and when you might need one👉 why first-time homebuyers can benefit from expert help👉🏿 the differences between buyer's advocates and agents👉🏽 how much a buyer’s advocate costs and if it's worth it👉🏼 when it might be better to go it alone👉🏻 what to ask when interviewing a buyer’s advocate👉🏾 the value of off-market properties👉 why experience matters when buying propertyEmily's First Home Buyer course: https://bit.ly/4dnKmHwJohn's book, Sort Your Property Out & Build Your Future: sortyourpropertyout.comThanks 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.

Oct 2, 20241h 4m

740 why you shouldn’t buy your first home to live in* + Glen got a credit card 😲 WHAT!

Today's episode is SPICY! Is buying your first home to live in achievable or worth it anymore? And the shocker—Glen got a credit card! Is he finally giving in to those points he’s always warned us about?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.

Sep 30, 202456 min

739b superannuation, property & housing (campfire chat)

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In today's campfire chat Glen, John & Vince sit down for a candid conversation about superannuation and housing. They dive into how super stacks up against property, the challenges of contributing enough, and how to balance today's needs with tomorrow's retirement. It’s the kind of episode that feels more like a couple of mates talking over a beer than a financial deep dive.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.

Sep 25, 20241h 6m

739 confusing financial advice, helping parents in retirement, inheritance: mortgage, super, or invest + more

'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvIn today's episode Glen, John and Vince Scully tackle some community questions, covering everything from financial advice that doesn't sit quite right, inheritances, helping parents with money and the common question: which ETF should I go for? They touch on:👉🏻 what to do with financial advice that you're not quite sure on👉 feeling responsible to financially support a retiring parent👉🏼 how to use a $500k inheritance: mortgage, super, or invest?👉🏽 which ETFs to invest in: VAS,& VGS, or VDHG?Watch the digital workshop replay, Money, Investing & Life: https://youtu.be/CbA4vw960JMThanks 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.

Sep 23, 202451 min

738b ethical investing (greenwashing, climate reporting, carbon offsets + more)

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'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvIn today's episode Glen chats with Erica Hall from U Ethical to chat all things ethical investing. They discuss how to spot greenwashing, the future of climate reporting in Australia, and whether carbon offsets are actually doing any good. If you’ve ever wondered how to align your money with your values, this episode is packed with helpful insights. The episode touches on:👉🏾 what is greenwashing?👉🏿 the future of mandatory climate reporting in Australia👉🏻 why carbon offsets might not be enough👉🏼 how to screen companies for ESG (Environmental, Social, and Governance)👉 the pros and cons of mining companies like Fortescue and BHP👉🏾 how investors can influence companies to improve their ESG practices👉🏿 why renewable energy is cheaper and faster to implement than nuclear👉🏻 the growing trend of ethical investing in Australia📘 Erica's book, Top Stocks: A Sharebuyer's Guide to ESG for Leading Australian Companies: https://amzn.to/4eimENJThanks 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.

Sep 18, 20241h 2m

738 a super chat (how to choose a fund, asset allocation, super comparisons + how much should you have in your super?)

'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvIn this episode, Glen and Vince Scully from Life Sherpa break down everything you need to know about superannuation and answer your burning questions. They discuss choosing the right super fund, the importance of asset allocation, the key things to look out for when comparing funds and tackle the big question: how much should you have in your super by now? They cover:👉🏾 what is super and how it works👉🏿 choosing the right super fund👉🏻 understanding asset allocation👉 comparing super funds effectively👉🏼 fees and what to look out for👉🏽 how much you should have in your super now👉🏾 the role of risk tolerance in super👉🏿 salary sacrificing into superJoin Glen's Business Bootcamp and take your business to the next level! Use the coupon code "FB200" at checkout to get a $220 discount (Only 10 discounted coupons available): https://bit.ly/3Twc3XwThanks 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.

Sep 16, 20241h 6m

737b most Aussies won't ever complete these 4 stages of wealth

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In today's episode Glen breaks down the practical steps to becoming and feeling financially free, walking through 4 stages of wealth. This episode is a great chance to assess where you're currently at in your money journey and where you'd like to be!Prefer to read or want to recap the ep? Check out the blog post 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.

Sep 11, 202452 min

737 the money wake up call you didn’t want to receive

'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvIn this episode, Glen and John tackle a listener's question: Is it too late to retire comfortably? They dive into whether it’s ever ‘too late’ to get your finances in order and why it’s crucial to face the money wake-up call, especially if you’re in your 40s or older.Need a sounding board on your property situation? Book a clarity call with John Pidgeon hereThanks 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.

Sep 9, 202444 min

736b mms: Vanessa on career, remote work, mentoring, building a business and study as a working mum

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In today's episode Glen interviews strategic communicator Vanessa Liell whose passion for affecting positive change through communication has led her to start and run businesses, mentor students and fight for the financial empowerment of women and survivors of domestic violence. As a leader and mother of young adults, Vanessa talks about how she values a strengths-based approach to choosing careers and firmly believes that people who do what they love and are great at it, thrive at work. Strap in for an awesome chat about work, life, leadership and everything in between.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.

Sep 4, 202443 min

736 tips to be financially successful

Last week we talked about the bad financial advice you should avoid - well this week we're sharing the good money tips for being financially successful, no matter what income you're on!Register here for the money, life & investing webinar with Glen JamesThanks 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.

Sep 2, 202450 min

735b grit or quit? how to know when to stick out your job or leave

How do you know whether to quit your job or grit your teeth and stick it out? Glen joined Shell on this is work to unpack what to do if you're at a career crossroads.📒Sort Your Career Out & Make More Money by Glen James and Shelley Johnson: https://amzn.to/3T29gFc📒 The Quick Start Guide to Investing by Glen James and Nick Bradley: https://amzn.to/3QNNrbv📒 The Dip by Seth Godin: https://amzn.to/3AwgFGjThanks 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.

Aug 28, 202444 min

735 MAGA (Make Advice Great Again) bad money advice

'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvWhat's the worst piece of money advice that you've received from well meaning friends or fam? In today's episode Glen and John talk about some of the biggest pieces of financial misinformation floating around out there and ready some of community responses from the Facebook group.Register here for the money, life & investing webinar with Glen JamesWe 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.

Aug 26, 202451 min

734b economic update (inflation, housing, investing, interest rates)

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'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvIn today's episode Glen and special guest Gemma Dale, the Director of SMSF and Investor Behaviour at nabtrade discuss the current state of the economy and what it means for Australians.You can listen to Gemma's podcast, Your Wealth wherever you're listening to this podcast.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.

Aug 21, 202453 min

734 what to do when all options are good (shares, super, property + more)

'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvProperty or shares? Invest inside or outside of super? Should I have a baby before or after buying a home? Glen and John discuss what to do when you're struggling to make a financial decision.Register here for the money, life & investing webinar with Glen JamesThanks 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.

Aug 19, 202447 min

733b what does a money coach do + the psychology of money

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'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvFinancial advisers and financial counsellors are pretty well known in the ecosystem of financial support, but not everyone may know what a money coach does. In today's episode Glen chats with Karen Eley, former financial adviser and Certified Money Coach at Women Talking Finance who shares how a money coach might work with you to achieve your financial goals. As money coaching is an emerging space, it's important to choose a coach with reputable qualifications such as a background in personal finance or formal education in money coaching. The episode touches on:👉🏾 what is a certified money coach?👉 Karen's background👉🏿 what's the difference between a financial adviser, financial counsellor and money coach?👉🏻 the most common emotions people experience with money👉 the core pain points a money coach can help with👉🏼 the 8 different money types (discover yours below!)👉🏽 some simple exercises you can do to uncover your values and beliefs around moneyTake the money type quiz here: https://bit.ly/46FRE7uThanks 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.

Aug 14, 202451 min

733 superannuation beneficiaries, what if there is another GFC & what to do with a financial windfall

'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvIn today's episode Glen & financial planner Rebecca Pritchard chat about:👉🏻 superannuation beneficiaries & what happens to your super if you die without nominating one👉 what if there is another GFC? Read Glen's blog on this here👉🏼 Lexi's question - should I put $12k towards HECS, emergency fund, mortgage or invest?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.money money money & 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.

Aug 12, 202444 min

732b share market update, Magnificent 7 + how to value an individual share

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'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbvIn today's episode Glen and host of this is investing, Nick Bradley chat about why the share market fell overnight and the seven big stocks making headlines known as the Magnificent Seven.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.

Aug 7, 20241h 5m

732 employee share plans, impulsive spending, finding purpose in work & life + more

Glen's latest book 'The Quick Start-Guide to Investing' is available here:  https://amzn.to/3QNNrbvIn today's episode Glen and financial adviser Rebecca Pritchard chat about:👉🏻 employee share plans - how they work + considerations for participating in one👉🏾 an update on the Forever Projects fundraiser👉 Glen's impulsive spending moment👉🏼 tips for moving out of home for the first time👉🏽 and a question on how to market your small businessThanks 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.

Aug 5, 202448 min

learn how to invest simpler, smarter & sooner: The Quick-Start Guide to Investing

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'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here:  https://amzn.to/3QNNrbvIn today's episode, Glen and Nick talk through the chapters of their new book,The Quick Start-Guide to Investing. This handy, step-by-step guide gives you everything you need to know to consistently invest ― and win ― with the share market, ETFs, and so much more.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.

Aug 2, 20241h 4m

731b first home buyer Q&A with a mortgage broker (buy now or wait, LMI, self-employed, HELP debt, rentvesting + more)

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Glen's latest book 'The Quick Start-Guide to Investing' is available here: https://amzn.to/3QNNrbvIf getting into the property market is something you're working towards, securing your first home or investment could be sooner or more achievable than you think. In today's episode guest mortgage broker Genevieve aka Gell Fordham from Sphere Home Loans shares her top tips for first home buyers and answers your questions. The episode touches on:👉 should I buy now or wait until I have a bigger deposit?👉🏽 buying in strata👉 rentvesting👉🏼 engaging a mortgage broker👉🏾 parental guarantees & the First Home Guarantee scheme👉🏿 is Lenders Mortgage Insurance (LMI) all that bad?👉🏻 using First Home Super Saver (FHSS) scheme funds👉🏼 how will debt / a car loan / HECS/HELP affect my borrowing capacity?👉🏽 I'm self-employed, how will it affect my ability to get a loan?👉🏾 what's the minimum deposit needed to secure a mortgage?👉🏿 how much $ will children affect my borrowing capacity?👉🏻 can I spend money between getting my pre-approval and full approval?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.

Jul 31, 202446 min

731 investing bootcamp with drill sergeant Glenny J

Glen's latest book 'The Quick Start-Guide to Investing' is available here: https://amzn.to/3QNNrbvSo you want to invest like a pro, soldier? Here are 5 top tips to get invested and stay invested.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.money money money & 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.

Jul 29, 202447 min

730b Laura Henshaw on money, business, body image and building Kic wellness app

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In today's episode special guest Laura Henshaw, co-founder and CEO of Kic App shares her story around money, learnings from her career & business journey and why she's so passionate about empowering people with wellness tools that focus on feeling good rather than looking good.Glen's latest book 'The Quick Start-Guide to Investing' is available here:  https://amzn.to/3QNNrbvDownload the KIC app and use promo code 'MMM' to get 1 month free: https://kicapp.com T&Cs. Offer only available for new and returning users of Kic until 30th October 2024. The discount applies to the first subscription period of your membership. You can also find 🎧 KICPOD wherever you're listening to this podcast.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.money money money & 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.

Jul 24, 202456 min

730 interest rates & inflation, emergency funds & offset accounts, First Home Super Saver (FHSS) + more

In today's Q&A Glen, John from this is property and Vince Scully from Life Sherpa chat about:👉🏾 are interest rates expected to increase?👉🏿 the costs of owning an investment property in strata👉🏽 how much should you have in your offset account👉🏼 emergency funds - how much and where to keep it👉🏻 withdrawing FHSS funds for other purposes if you change your mind👉 reportable fringe benefits👉🏼 and the cost of livingThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereGlen's latest book 'The Quick Start-Guide to Investing' is available here: https://amzn.to/3QNNrbvBook a clarity call with John 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.this is money & 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.

Jul 22, 202452 min

729b inheritances & the intergenerational wealth transfer

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Over the coming decades, almost $5 trillion in assets is expected to be passed down from the Baby Boomer generation to younger Aussies. That's a lot of inheritances! In today's episode Glen chats with financial advisers Martin McGrath and James Millard about what this intergenerational wealth transfer means. They touch on:👉 ways that older generations can help their adult children👉🏼 gifting rules for individuals who receive the age pension or part pension 👉🏽 is there an inheritance tax?👉🏾 considerations for receiving an inheritance  📘 The Quick-Start Guide to Investing by Glen James & Nick Bradley: https://amzn.to/3QNNrbv 📘 Insufficient Funds by James Millard: https://amzn.to/4bR72iqThanks 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.this is money & 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.

Jul 17, 202457 min

729 seeding kid’s super, pocket money, credit card vs. charge card and impact on credit score + more

When's the right time to give your kid pocket money? Glen talks about this plus more with guest co-host & financial adviser Rebecca Pritchard. They touch on:👉🏻 I'd like to kickstart my teen's super account, what are the rules and implications?👉 what age should you start giving your kid pocket money?👉🏼 what's the best way to furnish a new home?👉🏽 are credit cards / charge cards worth it for points plus implications to considerThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereGlen's latest book 'The Quick Start-Guide to Investing' is available here: https://amzn.to/3QNNrbvWe 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.this is money & 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.

Jul 15, 202444 min

728b mms: managing money as a single dad & life after separation

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In today's my money episode Glen chats with Andy in our community. ⚠️ CW: This episode touches on suicide. If you are experiencing any issues in regards to your mental health please chat with your GP or contact Beyond Blue on 1300 22 4636 or Lifeline on 13 11 14. Andy shares his story of going through a shock separation, navigating co-parenting and doing life and money as a single dad. Thanks to Skye Wealth for supporting our Thursday show! Connect with the team hereGlen's latest book 'The Quick Start-Guide to Investing' is available here: https://amzn.to/3QNNrbvWe 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.this is money & 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.

Jul 10, 202458 min

728 how to choose an ETF, VDHG vs DHHF, change mortgage to a 15 year term? + more

What would you do with $10,000 if it dropped into your lap tomorrow? Glen and Jess Brady from Financially Fierce chat about this plus investing in ETFs, superannuation balanced vs growth funds and refinancing a home loan to reduce the term.Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereGlen's latest book 'The Quick Start-Guide to Investing' is available here:  https://amzn.to/3QNNrbvWe 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.this is money & 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.

Jul 8, 202444 min

727b strata 101 (levies, strata title, by-laws, joining the committee, choosing a manager + more)

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If you're looking at buying an apartment or into a complex, it's probably part of a strata scheme. So what actually is strata? John from this is property chats with special guest Cassandra McLean from Your Strata Services who explains some common FAQs:👉🏾 what is strata?👉🏿 what is an owner's corporation?👉🏻 how are special levies and the capital works fund determined?👉 what is the strata committee and how do I join it?👉🏼 what is the role of a strata manager?👉 what gets insured in a strata title?👉🏽 what are by laws?👉🏾 am I allowed to turn my property into an Airbnb?👉🏿 are pets allowed?👉🏻 how do I choose the right strata management company?Learn more about John's Buyer's Advocate Services here: https://www.envisageproperty.com.au/Buying into strata in NSW? See how Cassandra can assist: https://www.your-strata-services.com/Thanks to Skye Wealth for supporting our Thursday show! Connect with the team hereGlen's latest book 'The Quick Start-Guide to Investing' is available here:  https://amzn.to/3QNNrbvWe 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.this is money & 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.

Jul 3, 202454 min

727 changes from 1 July, what to do with your tax refund, career changes, is private health insurance worth it + more

Happy new financial year! Why not take this as an opportunity to do a money audit? In today's episode special guest Kate Campbell, author of Buying Happiness and host of the Australian Finance Podcast joins Glen on the show to unpack some important changes that have kicked in from 1 July and answer your questions:👉🏻 how should I use my tax refund?👉 I want to change career from marketing to speech pathology👉🏼 Kate's interesting career journey👉🏽 is it worth having private health & income insurance in a cost of living crisis?👉🏾 can I claim car expenses for work even after I’ve sold the car?👉🏿 what children's insurance isCheck out Kate's book, Buying Happiness: https://amzn.to/45LwkNsThanks 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.this is money & 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.

Jul 1, 202459 min