Episodi
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In this special live episode from Perth, Glen and John take questions straight from the audience. From early retirement goals to splitting assets during a separation, they cover real-life money scenarios with plenty of laughs and practical tips along the way. They touch on:
๐๐พ how much super do you really need to retire?
๐๐ฟ financial hurdles and how to overcome them
๐๐ป early retirement vs building a life with choice
๐ splitting a business during a separation
๐๐ผ using equity: pay off bad debt or invest?
๐๐ฝ buying a forever home vs wealth-building property
๐๐พ real-life financial decisions we regret
๐๐ฟ how to plan when life throws up weddings, babies and mortgages
Thanks to our event partners: Forever Projects, Everest Wealth, Finext, and Australian Retirement Trust!
We hate email spam so we donโt 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.
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Calling all first home buyers! Here's what you need to know about lending, mortgages, mortgage brokers, and the home buying process. In this episode, Glen chats with mortgage broker Genevieve from Sphere Home Loans about:
๐ how lenders are matched with you
๐๐ผ how much generally you can expect to borrow based on your income
๐๐ฝ key terms like deposit, servicing, lenders mortgage insurance (LMI)
๐๐พ schemes and concessions to look into
๐๐ฟ a walk through of working with a mortgage broker
๐๐ป how a mortgage broker is paid
Need a mortgage broker? Connect with the Sphere Home Loans team here
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donโt 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.
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Episodi mancanti?
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Vince Scully is back! In this episode he and Glen unpack what listed investment companies (LICs) are, and how they compare to ETFs. Together they discuss:
๐๐พ what LICs are in a nutshell
๐๐ฟ the top 10 holdings of two LICs vs the IOZ ETF
๐๐ป how performance and volatility interact
๐ understanding the tax implications of LIC
๐๐ผ the pros and cons of LICs vs ETFs
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here
We hate email spam so we donโt 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.
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In this episode, Glen sits down with listener Katherine, whoโs been with her husband for 25 years and disagrees with Glenโs usual advice around combining finances with your partner. She explains why separate accounts work just fine for her long-term relationship and how she and her husband have adopted a flexible money system. They unpack when joining finances makes sense, when it doesnโt, and what actually matters when managing money as a couple. Glen and Katherine touch on:
๐๐ป why separate finances can still mean shared goals
๐ what long-term financial teamwork looks like
๐๐พ how they handle mortgage, bills and savings
๐๐ฝ how she's teaching her kids about money
๐๐ฝ their differences (and similarities!) in perspective on managing money with a partner
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donโt 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.
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In today's community Q&A Glen and John discuss:
๐๐พ there are no jobs for me in my city, what do I do?
๐๐ฟ should we sell our Perth investment property?
๐๐ป I've inherited my dads property: sell or keep and rent it out?
๐ imagine you had all the money you ever need, what would you do?
๐๐ผ retired and coming into some cash, what should my family member do?
John's Perth property workshop -14 May Book tickets here
Glen and John's live podcast recording in Perth - 15 May Book tickets here
Shell & Glenโs book 'Sort Your Career Out & Make More Money' is available here: https://amzn.to/4k3YSrr
This is work episode mentioned in the chat: ๐ง Apple | Spotify
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here
We hate email spam so we donโt 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.
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In todayโs episode Glen chats with James, an engineer and dad who built a meal-planning tool while on parental leave. Now heโs at a crossroads to either scale it up or shut it down. What would Glen do? They dive into the emotional and practical challenges of turning a time-consuming hobby into a real business.
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donโt 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.
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In today's Q&A Glen and John discuss:
๐๐ป what happens with your superannuation when you pass away?
๐ should I move my investing to Betashares Direct?
๐๐ผ is this Sydney apartment the best one for me?
Book a clarity call with John here: https://www.solverewealth.com.au/clarity-call-with-john-pidgeon/
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here
We hate email spam so we donโt 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.
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Todayโs bonus episode is from the This is Work podcast, where Shell catches up with former cohost Emily Bowen about what itโs really like to step away from work and into the baby bubble. They discuss the identity shift that comes with taking parental leave, the vulnerability of pressing pause and feeling disconnected from your workplace, and the surprising moments of clarity that come with time away from the hustle. Em touches on:
๐๐พ what helped her stay connected while on leave
๐๐ฟ building trust and confidence in her ability to return to work & have a successful career
๐๐ป processing the vulnerability of stepping back
๐ and the power of a work bestie
Connect with Em on LinkedIn here: https://www.linkedin.com/in/emilybowen26/
We hate email spam so we donโt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Hosted on Acast. See acast.com/privacy for more information.
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In today's episode Glen chats with Genevieve from Sphere Home Loans about her real-life experience of starting and growing a family while navigating career changes. Genevieve and her partner have had two kids, stepped in and out of the workforce, and managed money every step of the way. They cover:
๐๐พ preparing financially for parental leave
๐๐ฟ superannuation splitting with your partner
๐๐ป managing childcare costs
๐ returning to work part-time
๐๐ผ mindset shifts around identity, career and motherhood
๐๐ฝ tips for young families navigating similar transitions
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donโt 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.
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In today's episode Glen and financial adviser Jess Brady from Financially Fierce answer your money questions! They touch on:
๐๐ฟ should you invest in the company you work for?
๐๐ป CHESS vs non-CHESS sponsored share brokers and if it matters
๐ would you talk about money on a first date?
Subscribe to Financially Fierce here: https://www.moneypodcast.com.au/financially-fierce
To check out Jess's Evergreen Money Growing Club or The Greenhouse Money Growing Program, click here.
Here's the lotto win video mentioned in the chat: https://youtu.be/cAKqd86Nd4s?si=YNHx45hj8_P554vb
Subscribe to this is business: https://www.moneypodcast.com.au/business
Check out Glen's book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here
We hate email spam so we donโt 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.
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๏ปฟWhat do Tesla, Meta and Amazon have in common? Theyโre founder-led, and that might just be their secret sauce. In this episode Glen chats with author and fund manager Lawrence Lam about the unique mindset founder-CEOs bring to the table, why psychological ownership matters and how to spot red flags in your portfolio. They unpack examples from Chemist Warehouse to Netflix and dig into Lawrenceโs new book The Founder Effect, a must-read for investors looking to identify high-performing leadership.
Check out ๐ The Founder Effect here: https://amzn.to/3Gy8jAV
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donโt 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.
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***This episode was recorded before the election announcements relating to the first home home buyer scheme proposed changes.
In today's chat, Rach Kroon from Sphere Home Loans joins John on the pod to help answer your mortgage questions. They cover:
๐๐พ monthly vs weekly repayments
๐๐ฟ coming off a fixed rate
๐๐ป should I use a guarantee scheme to have more money in the offset?
๐ pay down mortgage or put the money in the offset?
๐๐ผ how construction loans work
Check out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.com
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here
We hate email spam so we donโt 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.
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***Please note this was recorded on 10 April, 2025.
Glen James is joined by Brian Parker, Chief Economist at Australian Retirement Trust, to discuss current market volatility and how to shape your mindset around it's behaviour. Their chat touches on:
๐๐พ how long do economists expect this volatility to last?
๐๐ฟ growth vs defensive assets, and how super funds diversify
๐๐ป what exactly is a trade war?
๐ how does global market volatility affect superannuation?
๐๐ผ should we be worried about our superannuation?
Learn more about Australian Retirement Trust at http://art.com.au/
This episode is sponsored.
We hate email spam so we donโt 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.
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***Please note this episode was recorded in March, before the current trade war drama. In this episode, Glen and John answer your money questions and share a few personal stories too. Here's what's in store:
๐๐พ should I change the way my super is invested?
๐๐ฟ are we on track financially? One couple wants to know
๐๐ป what would you do with an unexpected $10k?
๐ Glen's break up story
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here
We hate email spam so we donโt 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.
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Thinking of using a buyerโs agent or advocate to buy your next property? Glen sits down with John Pidgeon to unpack what they actually do, what you should expect to pay and how to avoid dodgy operators. They touch on:
๐๐พ the importance of working with a strategic BA
๐๐ฟ flat fee vs percentage pricing
๐๐ป what the property buying process looks like
๐ signs a buyerโs advocate might not be legit
๐๐ผ why boots on the ground still matter
Learn more about John's buyer's advocate service here: https://www.envisageproperty.com.au/
John's book, Sort Your Property Out & Build Your Future is available at: sortyourpropertyout.com
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donโt 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.
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In today's episode Glen and John share some strategies and answer your questions, touching on:
๐๐ป mini-strategies to win with money
๐ the worst price hikes in Australia
๐๐ผ a property investment opportunity with 2 houses on the title
๐๐ฝ should you lower your small business tax liability to get a loan?
Check out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.com
We hate email spam so we donโt 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.
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Stop! Don't panic! I ask you to pause and step back and not do anything out of fear when it comes to investing and your superannuation.
Episode on YouTube with presentation: https://youtu.be/xHNAhZrtBNE?si=dQHe3-9tjw52NyOO
Perth Live Show tickets: https://www.eventbrite.com/e/m3-live-in-perth-tickets-1295263831989
John's Property Masterclass in Perth: https://events.humanitix.com/perth-property-workshop-25
The Quick-Start Guide to Investing (book): https://amzn.to/4iQ9qua
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We hate email spam so we donโt 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.
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In today's episode, Glen chats with Aimee from Skye Wealth, a partner of the show. Aimeeโs career journey began in managing a McDonald's restaurant but over a number of years and roles she's transitioned into the financial services industry. She opens up about her unique story, sharing:
๐๐ป her transition from managing a McDonald's restaurant, to a government job, to becoming a provisional financial adviser
๐ the challenges and strategies of balancing study, work, and raising two young kids
๐๐พ the ups and downs of knocking down and rebuilding her first home, before also building a new home while living in a caravan
Thanks to Skye Wealth for supporting our Thursday show! Learn more and connect with the team here
We hate email spam so we donโt 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.
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In today's episode Glen and John dive into a listenerโs real-life situation: sheโs 30 years old and just inherited $850k after the tragic passing of her mum. What should she do with it? Thanks Megan (not her real name) for sharing your story with us! They chat about:
๐๐พ inheritance options: property, super or shares?
๐๐ฟ buying a home with cash vs keeping flexibility
๐๐ป protecting the money in a relationship & how to use a BFA (prenup)
๐ the emotional side of sudden wealth
๐๐ผ why waiting 12 months might be the smartest move
๐๐ฝ impacts on dadโs centrelink and tax considerations
๐๐พ potential super strategies using contribution caps
๐๐ฟ factoring in lifestyle choices
๐๐ป building financial security
Retire Right episode mentioned in the chat:
๐ง 307 here is a good way to F up money (family loans + estate planning case study)
Glen & John are headed to Perth for a live podcast recording! Get tickets here: https://mmm_perth_2025.eventbrite.com
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here
We hate email spam so we donโt 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.
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Niche & nerdy content warning!!!!
Many of you loved the behind the scenes recordings in the second half of the budget episode earlier this week.
I catch up with Kayla Malss, who is in town to record "this is business" podcast episodes with me on how I got invited to the federal budget lockup and gained unprecedented access to ministers during and after lockup.
This is an audio extract of the full episode that's on YouTube, which can be found here: https://www.youtube.com/watch?v=7G9u700DdO8&t=28s
Hosted on Acast. See acast.com/privacy for more information.
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