
money money money
892 episodes — Page 8 of 18

639 how to get rich + money mindsets the rich don’t want you to know
In today's episode Glen and John chat about all the money mindset tips for getting rich, being rich vs being wealthy, and the healthy habits you need to keep money, not just make it!Check out our upcoming webinars and catch up on past webinars hereYour Online Property Coach hosted by John PidgeonGet 60% off my money journals until sold out!Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.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, 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.

focus friday 🔎 early 30s, newly single and seeking a financial health check
bonusSandra's had a lot of change in her life over the last few years and is keen to know if she's on the right track with her finances. In this focus session Glen reviews Sandra's sound financial house and provides her with some direction towards her goals. The Glen James Spending Plan is now FREE!To get help, and to check out our online courses, 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.

638b life insurance myths + protecting you, your family & your income (life insurance deep dive Q&A)
bonusIn today's personal insurance deep dive, financial adviser Phil Thompson from Skye Wealth joins Glen on the show to explain the ins and outs of insurance and answer your burning questions! Glen and Phil unpack:👉🏾 the pitfalls of default insurance cover in super👉🏿 myths, misconceptions & benefits of setting up insurance through financial adviser👉🏻 life insurance inside super vs outside super👉 self employed and contract workers👉🏼 when should you review your insurance?👉🏽 can a loading or exclusion be removed?👉🏾 what happens when you change advisers?👉🏿 a successful $100k skin cancer claim case study👉🏻 does a non working spouse need insurance?👉 what happens if you have too many declines?👉🏼 is child cover necessary?👉🏽 when is insurance worth having?👉🏾 I'm single, do I need insurance?👉🏿 do you need to disclose if you've had a genetic test?👉🏻 how much is the cost of insurance advice?Check out the insurance webinar replays below for more info 👇Beyond Super - Is the insurance in your super fund enough?Young families & life insurance - what you need to knowThanks to Global X for supporting our Thursday show! ✨ Learn more about their range of ETFs.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, 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.

tax reform is needed in Australia (a conversation with Federal MP, Allegra Spender)
bonusIn this bonus episode Glen has a conversation with Federal MP, Allegra Spender about the tax system and housing crisis in Australia and the urgent need for reform.To get help, and to check out our online courses, 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.

638 credit card disputes, side hustle deductions, shares going ex-dividend, housing affordability + more
In today's Q&A, Glen and John chew the fat on:👉🏾 disputing a credit card transaction👉🏿 the cut off date for buying shares to receive the dividends👉🏻 side hustle & tax deductions - uniform, fuel, business equipment👉 objecting to a proposed development that will impact sunlight on your property👉🏽 housing affordability and supply & demandGet your money goals down on paper! Check out the my money journalThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.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, 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.

637b navigating the divorce process, separation of assets, separation tips + more
bonusIn today's episode we're talking about divorce, money and relationships with Certified Divorce Coach and financial adviser, Dominique Bergel-Grant. Glen and Dominique touch on:👉🏾 how divorce plays into Dominique’s personal story👉🏿 the role of a Certified Divorce Coach + process for becoming qualified👉🏻 things to consider when engaging a lawyer👉 are BFAs / prenups helpful?👉🏼 should you keep or sell the family home?👉🏾 rebuilding after separation👉🏿 co-parenting and managing money👉🏻 what assets are considered when separating finances👉 protecting your money if it's in a joint bank accountConnect with Dominique at https://www.leapfroglife.com.au or Tall Poppy Women facebook groupThanks to Global X for supporting our Thursday show! ✨ Learn more about their range of ETFs.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, 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.

637 investing red flags 🚩money behaviours, active vs passive ETFs, investing into India, ethical investing, financial strategies + more
In today's episode Glen chats with special guest Gemma Dale, the Director of SMSF and Investor Behaviour at nabtrade about all things investing! Glen and Gemma touch on:👉 what makes a good investor👉🏼 why shouldn't you buy ETFs as soon as the market opens?👉🏽 portfolio asset allocation👉🏾 passive vs active funds👉🏿 considerations for having a joint investment account👉🏻 how debt recycling works + more!Listen to Your Wealth hosted by Gemma Dale wherever you're listening to this podcast!Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visithttps://bit.ly/sharesiesMMM. Promotion T&Cs apply.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, 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.

focus friday 🔎 working FIFO and killing it at 26, but what's next?
bonusMax is 26 and works FIFO earning a solid income but doesn't want to do it for the long term. In today's focus session Glen reviews Max's financial situation and provides him with a sounding boarding on next steps.To get help, and to check out our online courses, 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.

636b tips for new leaders, working for a micromanager, spotting a toxic workplace + more (career & leadership q&a)
bonusYour career is one of the fastest ways to build wealth and on today's show we're answering all your questions about work with Shell from my millennial career. Glen and Shell discuss:👉 tips for developing leadership skills as a new or aspiring leader👉🏿 moving from command and control to coach and guide👉🏻 overcoming imposter syndrome👉🏼 tips for making the most of a temporary role like mat leave cover👉🏽 what to do if you work for a micromanager👉🏾 being younger than the people you lead👉🏿 having tough conversations with your team👉 and the signs of a toxic vs healthy workplace📒 Sort Your Career Out & Make More Money📒 The Coaching HabitThanks to Global X for supporting our Thursday show! ✨Learn more about their range of ETFs.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, 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.

636 growing super on parental leave, LMI waivers, Aust shares or international, a changing risk profile + more
In today's Q&A Glen and guest host Jess Brady discuss:👉🏽 govt co-contribution and spouse super contributions👉🏾 super splitting for spouses👉🏿 investing in international shares vs Australian shares👉🏻 occupations that can receive an LMI waiver👉 decreasing your risk profile as you ageLearn more about Jess's money program, The Greenhouse hereCheck out our upcoming webinars hereThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.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, 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.

635c the challenges and joy of being a founder, CEO, mother & everything in between
bonusToday on the show we're chatting with mother of 2 and CEO & co-founder of Sharesies, Brooke Roberts! Brooke's passion for impact-driven entrepreneurship and using business as a force for good is what has led her to where she is today and in this chat we dive into some of her journey! Brooke talks about:👉🏽 juggling family and work👉🏻 her career and how Sharesies started👉🏿 her learnings and some of the challenges👉🏾 how they grew Sharesies to a team of 150👉 how they weather tough economic times as a business👉🏼 and her advice for business ownersGet $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.This is a sponsored episode.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, 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.

635b mms: how becoming a parent turned this teacher into a financial student (Aaron's story)
bonusIn this my millennial story episode Sarah chats with Aaron who is an educator and host of the Teacher Takeaway podcast. Aaron shares how he went from living week to week to building a strong financial future for his family.Thanks to Global X for supporting our Thursday show! ✨ Download the Australian ETF Landscape report at globalxetfs.com.au/mmmWe 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, 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.

635 cost of living & mortgage costs, rental cap, fixed rate cliff, getting out of debt + more
In today's q&a Glen and John chat about:👉🏾 cutting down on lifestyle luxuries to take on a mortgage👉🏿 rental freeze👉🏻 fuel apps - shoutout to Zach who made Petty!👉 CGT - does it apply if you haven't sold your shares?👉🏼 steps to getting out of debt👉🏽 the fixed rate cliff👉🏾 finding a bathroom leak in the property you're selling👉🏿 selling a property to family for the remainder of the mortgageRegister here for Glen's digital workshop: ✨ money in your 20's ✨Check out our upcoming and past webinars hereThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.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, 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.

focus friday 🔎 buying the dream car, getting married and moving in together
In today's Focus Friday session Dylan chats with Glen to see if he's on track with his money and goals to save for a wedding, build a life with his partner, purchase his next investment property and finally get the car that he's had his eye on!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, 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.

634b ETF investing deep dive, building a portfolio, asset allocation, rebalancing, when to buy & sell + more
bonusIn today's investing deep dive, Kanish Chugh, Head of Distribution at Global X ETFs joins Glen and Sarah on the show to unpack the ins and outs of:👉 what an index is👉🏼 the Nasdaq-100👉🏽 how to compare ETFs👉🏾 rebalancing ETFs👉🏿 investing as a beginner - where to start?👉🏻 how to diversify your portfolio👉 choosing an investing platform👉🏿 the core and satellite investment approachDownload the ETF landscape report at globalxetfs.com.au/mmmExplore The Global X US 100 ETF (N100)Check out our free online courses hereThe Psychology of Money by Morgan HouselThis is a sponsored episode.Thanks to Global X for supporting our Thursday show! ✨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, 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.

634 how to reduce capital gains tax, annual statements, money tips for early 20s + more
In today's episode Glen and John unpack what capital gains tax (CGT) is and ten ways that you can minimise it.Register here for Glen's bonus webinar: ✨ money in your 20's ✨Check out our other upcoming and past webinars hereThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.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, 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.

633b moving to the country with Mike (clarity call with John Pidgeon)
Mike and his partner are thinking about leaving city life to buy a property out in the countryside. In today's episode Mike talks through his thoughts with John Pidgeon in a live clarity call!Want a sounding board for your property situation? Book a clarity call with John hereThanks to Global X for supporting our Thursday show! ✨Learn more about their range of ETFs.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, 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.

633 mortgage broker q&a (market update, using equity, refinancing, loan structures, FHB & investors) + more
In today's Q&A we've got resident mortgage broker and friend of the show, Rachelle Kroon from Sphere Home Loans here to answer all of your burning questions about property loans! Rachelle shares what she's seeing on the ground in the mortgage space and gets into your questions around:👉🏼 parental guarantees👉🏽 saving a home deposit in your parent’s bank account👉🏾 FHB concessions + eligibility if buying with a partner who has bought before👉 the lending process for a land purchase and build 12 months later👉🏿 investment property loan vs PPOR 👉🏻 using the equity in your home to purchase an investment👉 how do banks factor in your age when providing loans👉🏼 using the same mortgage broker for a PPOR & investment purchase👉🏽 having an interest only loan for your investment property👉🏾 refinancing - why and how do we do it?👉🏿 how changing jobs affects lending👉🏻 subdividing👉 buying property in a trust structureNeed a broker in your corner for your next property purchase? Connect with the Sphere Home Loans team here.Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.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, 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.

focus friday 🔎 plans to travel and live LOOT
bonusKate and Jonathan are keen to know if their finances are on track for how they want to live life on their own terms. In this focus session they discuss their plans and goals to live overseas, make renos on the house and building their financial future. To get help, and to check out our online courses, 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.

632b small business Q&A (when to hire, when to use a Pty Ltd, borrow money or cash flow + more)
bonusLet's talk about business, baby! Today we're answering all your biz questions with some special guests you would have heard on this Tuesday's episode, Sarah Kelsey from the OneUp Project and Sim Kaur from Girls That Invest. Glen, Sim and Sarah chat about:👉 using a personal loan to start your biz👉🏼 being a sole trader vs becoming a company 👉🏽 using a brand name vs your personal name for your business👉🏾 when is it time to leave your day job to pursue your side hustle?👉🏿 growing your team👉🏻 how to know if starting a biz is for you👉 investing in shares through your company vs under your personal nameThe Dip by Seth Godin: https://booktopia.kh4ffx.net/r5baGThanks to Global X for supporting our Thursday show! ✨ Learn more about their range of ETFs.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, 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.

632 updating your portfolio, boundaries at work, burnout, “real money” + more
In today's Q&A we chat investing, boundaries, work and more with special guests Sim Kaur from Girls That Invest and Sarah Kelsey from the OneUp Project! The episode touches on:👉🏼 simplifying your investing portfolio/strategy👉🏽 mortgages, cars and novated leases👉🏾 communication + setting boundaries at work + being a business owner/employer👉🏿 navigating burnout at work + cost of living pressure👉🏻 investing appsCheck out the my money journal hereWanna know how much you should spend on a car? Read the blog hereCheck out our upcoming and past webinars hereThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.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, 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.

631c investing for kids (the FAQs) part 2
bonusIn part 2 of investing for kids Glen answers a bunch of FAQs and shares some ways to teach your kids about money.👉🏽 what if I invest for my child in an informal trust and use the dividends myself?👉🏼 can I have a joint account for my two kids?👉🏾 what investing platforms allow you to set up investing for kids?👉🏿 how can you invest for someone else’s kids?👉🏻 what happens with the investments if you pass away prematurely?👉 can I claim investments as a tax deduction?👉🏼 can I invest using multiple methods?👉🏽 what happens if you change your mind and want to keep the money instead of giving it to the child?👉🏿 what happens if my spouse and I set up a join investment account and then get divorced?👉🏻 do you need to setup your will with details of the investing arrangements?👉 tax on investment accounts👉🏾 investing for kids vs putting extra towards a mortgage for them👉🏼 how to mitigate tax on inheritance for kids👉🏻 teaching your kids about moneyPrefer reading? Check out the blog post on this episode hereRead: How to explain compound interest to your kidsThanks to Global X for supporting our Thursday show! ✨ Learn more about their range of ETFs.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, 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.

631b investing for kids (the 6 ways) part 1
bonusIt's finally here - the highly anticipated deep dive on how to invest for your kids! In this bonus episode Glen shares 6 ways to build wealth for your child, touching on income tax, CGT, pros, cons and considerations for each option.my millennial investor: making your kid a millionaire is easy 🧒Prefer reading? Check out the blog post on this episode hereLearn more at these links below from the ATO:Children's savings accountsTax rates if you're under 18 years oldWe 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, 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.

631 escaping the rat race, recession proof & safe investments, changing super for better insurance + more
In today's Q&A Glen and John chat about: 👉🏻 escaping the rat race and moving from the city to the country👉 recession-proof investments👉🏽 changing your super fund to get better personal insurance👉🏼 how many units or townhouses are too many in a development?👉🏾 how to know when it’s time to change your career?📒 Sort Your Career Out & Make More MoneyCheck out our upcoming and past webinars hereThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.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, 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.

focus friday 🔎 I've saved $1m, now what?
bonusIn today's focus session Glen chats with Aly who's just achieved a huge financial goal and now wants direction on what to do next!Take a listen to episode 613b with Forever Projects founder, Mark Dombkins!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.

630b credit scores & credit reporting
bonusToday we're talking all things credit scores and credit reports! Credit reporting expert Geri Cremin from CreditSmart joins Glen on the show to share what the latest research reveals about Aussie habits, attitudes, and behaviours towards credit in the face of rising cost of living and answers all your burning questions:👉🏾 what's the difference between a default vs late payment?👉🏿 how long does a default stay on your report?👉🏻 is your credit score still relevant after you buy your house?👉 are credit scores shared across countries?👉🏼 should you get a credit card to build your score?👉🏽 does card churning impact your score?👉🏿 do you need to know your credit score?👉🏻 why does your score differ so much between reporting bureaus?👉🏾 how to remove incorrect info or inquiries on your reportCheck out the research referenced in the episode here: Australians' resilience shines through in the face of financial stress - CreditSmartThis is a sponsored episode.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, 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.

630 the 100k rule, HIN explained, mortgage stress, debt free - now what, starting over + more
In today's episode Glen and John discuss:👉 investing and hitting your first $100k👉🏼 CHESS vs custodian, should you care?👉🏽 I'm mortgage-free, now what?👉🏾 an update on the property market👉🏿 rebuilding after life and money setbacks👉🏻 navigating mortgage stress👉 plus a cheeky lil afterpartyRemember to chat with your GP if you are experiencing any issues in regards to your mental health or contact Beyond Blue on 1300 22 4636 or Lifeline on 13 11 14. Check out our resource list of support services for working through money or mental health concerns.Here's the study that Glen and Shane talk aboutCheck out our upcoming and past webinars hereThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.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, 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.

629b mms: from property investor to bankrupt and out the other side (Megan's story)
bonusIn today's episode Megan shares her rollercoaster of a story - going from working in a nightclub, to investing in shares and property, filing for bankruptcy and rebuilding her finances, career and identity from the ground up. Strap in for this my millennial story!Thanks to Global X for supporting our Thursday show! ✨Learn more about their range of ETFs.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, 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.

629 starting to invest, overworked & underpaid, should I renovate, job seeking + more
You're hearing it first on today's episode peeps - unreleased content from my millennial daily! Glen, John and Shell answer questions from the community about:👉 starting to invest👉🏼 overcapitalising on renovations👉🏽 selling a house with a dodgy deck👉🏾 how to know if you're being underpaid👉🏿 job seeking & how long to expect a response from recruiters👉🏻 how nearby housing developments may affect your house value👉 offset accounts for investment propertiesmy millennial money tote bagGlen's book, Sort Your Money Out & Get InvestedClarity call with John PidgeonThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.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, 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.

focus friday 🔎 getting on top of impulsive spending
bonusIn today's focus session Glen does an autopsy on Michelle's situation who's looking for some financial direction for her and her partner!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.

628b the top 10 investing mistakes to avoid
bonusAvoid these common investing mistakes at all cost! Kate Campbell and Owen Rask from Rask Media join Glen on the show.Thanks to Global X for supporting our Thursday show! ✨Learn more about their range of ETFs.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, 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.

628 earning points without a CC, super investment options, financial projections, to sell a property or not + more
In today's Q&A Glen and John touch on:👉🏾 earning and using frequent flyer points👉🏿 investing in high growth asset allocation👉🏻 tips for starting a business from our community👉 concessional contribution caps👉🏼 and more!View the projections PDF Glen mentions in the chat hereGlen's book: Sort Your Money Out and Get InvestedThe Psychology of Money by Morgan HouselWebinar: beyond super: Is the insurance in your super fund enough?Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.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, 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.

627b pets! pet insurance, how to choose one + ongoing care (q&a with a vet)
bonusToday's episode is a special one for all the furry friend lovers out there. 🐶🐱 Joining Glen on the show is Sarah who's a veterinarian here to answer a ton of your burning questions about cats, dogs and becoming a paw-rent. Glen and Sarah touch on:👉🏻 pet insurance👉 getting a pet that matches your lifestyle 👉🏾 adopting from shelters👉🏿 nutrition + toxic foods👉🏼 dental hygiene👉🏽 puppies and kittens👉 vaccinations👉🏻 how frequently should you visit the vet👉🏾 signs of anxiety👉🏿 caring for your pets as they get olderThanks to Global X for supporting our Thursday show! ✨Learn more about their range of ETFs.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, 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.

627 feeling financially behind? here are some tips to catch up
In a recent poll of our community, more than 60% said they felt financially behind, so if you feel the same you're definitely not alone! In today's episode Glen and John chat about comparison culture, read out your comments from the poll and share 6 tips for catching up.Insurance webinar: beyond super: Is the insurance in your super fund enough?Property webinar replay: how to build a property portfolioThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.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, 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.

focus friday 🔎 managing money with ADHD and being self-employed
bonusIn today's focus session Glen chats with Leigh-Anne who spent her 20s and early 30s travelling the world and is now looking for some solid focus and direction with her finances.To get help, and to check out our online courses, 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.

626b mms: using a SMSF, investing for kids, making trade offs for financial goals, roller skating + more
bonusIf you're in our Facebook group you probably know today's my millennial story guest, Daniel Quinn! Dan gives us a peek under the hood of his money journey and shares how financial education has shaped how he and his wife Erin manage money as parents of 3 kids. 📘 Glen's book, Sort Your Money Out & Get InvestedThanks to Global X for supporting our Thursday show! ✨Learn more about their range of ETFs.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, 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.

626 Self Managed Super Funds (SMSF), active vs passive portfolio design, spending guilt, bank valuations + more
In today's q&a Glen and John talk about:👉🏾 what to consider if you're thinking of using SMSF to purchase property👉🏿 navigating spending guilt👉🏻 a super fund with actively managed funds vs one with passive index funds👉 getting a home valuation from a real estate agent vs broker vs bank👉🏽 and ways to optimise your budget in tough timesWebinar: beyond super: Is the insurance in your super fund enough?Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply. 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, 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.

625b starting a biz + investing in startups with Female Startup Club
bonusToday's a great episode all about startups and we're chatting with special guest Doone Roisin, founder of Female Startup Club and Young Australian of the Year! Get ready to be inspired. Doone's unique childhood has been a driving force behind her mission to empower women in achieving financial freedom and in today's chat she shares some invaluable tips for anyone thinking about starting their own business plus some great insights for anyone wanting to support businesses through angel investing.Thanks to Global X for supporting our Thursday show! ✨Learn more about their range of ETFs.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, 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.

625 let's talk about tax, baby!
It's the EOFY and we're answering all your tax time questions with chartered accountant, Aimee. In this episode Glen and Aimee touch on:👉🏾 record keeping👉🏿 offsetting capital gains with capital losses👉🏻 international shares and the W-8BEN form👉 I've cleared my HECS/HELP debt, now what?👉🏼 changes to claiming working from home expenses👉🏽 claiming work equipment👉🏾 salary sacrificing vs claiming a lump sum personal contribution👉🏻 combined tax returns for married and de-facto couples👉🏿 the benefit of engaging an accountant👉 claiming education costs related to your career👉🏽 property owners👉🏾 are financial advice costs paid through super tax deductible?👉🏻 when is it beneficial to consider private health to avoid the medicare levy surcharge?👉🏼 claiming donations👉🏿 when do you need to lodge your tax return?Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply. Check out our upcoming insurance webinar with the team from Skye Wealth: Beyond Super: Is the insurance in your super fund enough?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, 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.

focus friday 🔎 under financial stress and living week-to-week
Welcome to focus friday! Sometimes you just need a third party sounding board to get some focus with your finances and that's what these episodes are all about. In today's focus session Glen chats with Nikki who has a young family and is in a pretty tight spot with money. Nikki's goal is to get out of living week to week and build an emergency fund.To get help, and to check out our online courses, 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.

624b financial advice case study (FHSS scheme, investing for kids & an inheritance)
bonusChris and Elsa* who are starting a family reached out to the Everest Wealth team to discuss how they could best use an inheritance towards their financial goals of buying a home, taking an annual holiday and investing in their child's future. Advisers Alex Luck & Scott Taylor share the process Chris and Elsa took with the team and some of the advice recommendations.*Names have been changed for anonymityBig thanks to our Thursday show partner Global X ETFs! Learn more about their range of ETFs.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.💸 Quick linksAny 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.

624 guilt of quitting your job, interest-free purchases & credit card balance transfers, novated leases + more
In today's Q&A Glen and John unpack questions about: 👉🏾 how to stop feeling like you're letting your boss down by quitting your job👉🏻 weighing up your options for buying a laptop e.g. cash vs BNPL, interest-free, new vs refurbished, salary sacrificing 👉 how the 50% capital gains tax discount works on property and shares👉🏼 novated car leases and getting out of one earlyProperty webinar: How to build a Property Portfolio with John PidgeonThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.🏡 Join the mmm facebook group💸 Quick links to The Glen James Spending Plan & other resourcesmy millennial money is produced by SYMO interactiveAny 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.

623b value investing, navigating the current climate, looking for quality companies, active investing, some ASX darlings + more
bonusStrap in because today we're talking all things investing with leading equities analyst and author Roger Montgomery who has had over three decades of experience working in financial markets. We discuss:👉🏻 when's the best time to sell a winner? 👉 Roger’s background 👉🏼 what is a value investor?👉🏾 what is a risk-free return?👉🏿 the qualities of a quality company (see what we did there)👉🏽 how those companies are faring in the current climate👉🏼 some of Roger’s ASX darlings👉 investing in an actively managed fund vs low cost ETFs👉🏻 Roger's thoughts on why you shouldn't invest in commodity businesses👉🏿 Roger’s view on company debt and it’s impact on investing👉🏾 the value of EBITDA (earnings before interest, taxes, depreciation, and amortisation)Roger's websites: https://rogermontgomery.com/ and https://www.montinvest.com/Thanks to Global X for supporting our Thursday show! ✨ Download their free Australian ETFs landscape report to better understand the Australian market at www.globalxetfs.com.au/mmm🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the mmm facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.

623 investing after age 50, cost of financial advice, catch up contributions & more
Joining Glen on today's Q&A are Alex Luck and Scott Taylor from Everest Wealth who have been on the podcast before and at some of our live events. In today's chat Glen, Alex and Scott talk about:👉 a case study on living LOOT after paying off the mortgage👉🏼 how to make catch up concessional contributions into your super👉🏽 do extra home loan payments come off the principle?👉🏾 housekeeping tips for EOFY👉🏿 feeling pressure to buy a property asap while also paying down a personal loan👉🏻 when might you pay for personal financial advice?Register for the property webinar on 13 June: How to build a Property Portfolio with John PidgeonThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the mmm facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.

retire right podcast launch: buying property with an older parent
bonusOur Retire Right podcast has officially launched with weekly episodes, woohoo! Head on over and subscribe and pass on the podcast to anyone who needs it. In today's bonus episode retirement adviser, Martin McGrath and Glen discuss a case study around buying property with an older parent and what implications it may have on accessing the aged pension.🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the retire right facebook groupretire right is produced by SYMO interactive, home of my millennial money. Hosted on Acast. See acast.com/privacy for more information.

622b mms: balancing work, parenthood, and dreams while being a stay-at-home dad
bonusToday's my millennial story is with someone that many of you may know if you're in the my millennial money Facebook group, we're chatting with Lindsay Whitehead! Lindsay's a regular contributor in our online community so we thought we'd get to know the person behind the posts. Thanks to Global X for supporting our Thursday show! ✨ Download their free Australian ETFs landscape report to better understand the Australian market at www.globalxetfs.com.au/mmm🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the mmm facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.

622 from pharmacy to photography, discovering your thing, peeing after sex & other random life advice
Glen was in Hobart so he roped friends of the show, Lochie and Alissa onto today's episode for a bit of fun. Strap in as we share some of the best and at times questionable life advice you'll ever hear from our community. Rich Dad Poor Dad by Robert Kiyosaki: https://booktopia.kh4ffx.net/KQ3oNWebinar registration: how to build a property portfolio with John PidgeonThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply. 🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the mmm facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.

621b mms: Jack's leadership lessons for small biz, taking risks, Buddhism, being creative + more
bonusJack runs a cafe in Newcastle and Glen invited him onto the show to speak about business, his career journey and running Talulah Cafe. Jack touches on the practicalities of buying and transforming an existing hospitality business, hiring and managing staff and building an authentic brand.Thanks to Global X for supporting our Thursday show! ✨ Download their free Australian ETFs landscape report to better understand the Australian market at www.globalxetfs.com.au/mmm🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the mmm facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.

621 breaking a lease, starting a side biz, debt consolidation & car loans + more
In today's q&a, Nick from my millennial investor joins Glen on the show... or does he? 🤔 Today's episode touches on:👉🏻 what should I do? My new tenant needs to return to her country for a family emergency and is uncertain of a return date👉 should I consolidate my car loan with the mortgage?👉🏼 tips for starting a podcast as a side business👉🏽 why it's not a great idea to buy an investment property in your neighbourhood👉🏾 and some bonus HECS/HELP questions in the afterparty Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.------------Links ✨Check out this blog post on buying cars and car loansGet the ultimate HELP debt guide here: https://mymillennial.money/helpdebtThe Dip by Seth Godin: https://booktopia.kh4ffx.net/r5baGSuccess and Luck by Robert H Frank: https://booktopia.kh4ffx.net/9WKgMQ-----------🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the mmm facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.

620b mms: moving from Perth to the UK
bonusHave you got the itch to do a working holiday overseas or moving abroad? Ally applied for a 2 year working holiday visa in the UK and ended up finding love and staying, how good! In today's chat Ally talks about what she did to find work and accomodation, how she manages money with her partner and having split finances in both Australia and the UK. Thanks to Global X for supporting our Thursday show! ✨ Download their free Australian ETFs landscape report to better understand the Australian market at www.globalxetfs.com.au/mmm🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the mmm facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.