Episodi

  • 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:


    ๐Ÿ‘‰๐Ÿพ how much super do you really need to retire?

    ๐Ÿ‘‰๐Ÿฟ financial hurdles and how to overcome them

    ๐Ÿ‘‰๐Ÿป early retirement vs building a life with choice

    ๐Ÿ‘‰ splitting a business during a separation

    ๐Ÿ‘‰๐Ÿผ using equity: pay off bad debt or invest?

    ๐Ÿ‘‰๐Ÿฝ buying a forever home vs wealth-building property

    ๐Ÿ‘‰๐Ÿพ real-life financial decisions we regret

    ๐Ÿ‘‰๐Ÿฟ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • Calling all first home buyers! Here's what you need to know about lending, mortgages, mortgage brokers, and the home buying process. In this episode, Glen chats with mortgage broker Genevieve from Sphere Home Loans about:


    ๐Ÿ‘‰ how lenders are matched with you

    ๐Ÿ‘‰๐Ÿผ how much generally you can expect to borrow based on your income

    ๐Ÿ‘‰๐Ÿฝ key terms like deposit, servicing, lenders mortgage insurance (LMI)

    ๐Ÿ‘‰๐Ÿพ schemes and concessions to look into

    ๐Ÿ‘‰๐Ÿฟ a walk through of working with a mortgage broker

    ๐Ÿ‘‰๐Ÿป 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

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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:


    ๐Ÿ‘‰๐Ÿพ what LICs are in a nutshell

    ๐Ÿ‘‰๐Ÿฟ the top 10 holdings of two LICs vs the IOZ ETF

    ๐Ÿ‘‰๐Ÿป how performance and volatility interact

    ๐Ÿ‘‰ understanding the tax implications of LIC

    ๐Ÿ‘‰๐Ÿผ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • In this episode, Glen sits down with listener Katherine, whoโ€™s been with her husband for 25 years and disagrees with Glenโ€™s usual advice around combining finances with your partner. She explains why separate accounts work just fine for her long-term relationship and how she and her husband have adopted a flexible money system. They unpack when joining finances makes sense, when it doesnโ€™t, and what actually matters when managing money as a couple. Glen and Katherine touch on:


    ๐Ÿ‘‰๐Ÿป why separate finances can still mean shared goals

    ๐Ÿ‘‰ what long-term financial teamwork looks like

    ๐Ÿ‘‰๐Ÿพ how they handle mortgage, bills and savings

    ๐Ÿ‘‰๐Ÿฝ how she's teaching her kids about money

    ๐Ÿ‘‰๐Ÿฝ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • In today's community Q&A Glen and John discuss:


    ๐Ÿ‘‰๐Ÿพ there are no jobs for me in my city, what do I do?

    ๐Ÿ‘‰๐Ÿฟ should we sell our Perth investment property?

    ๐Ÿ‘‰๐Ÿป I've inherited my dads property: sell or keep and rent it out?

    ๐Ÿ‘‰ imagine you had all the money you ever need, what would you do?

    ๐Ÿ‘‰๐Ÿผ 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 & Glenโ€™s book 'Sort Your Career Out & Make More Money' is available here: https://amzn.to/4k3YSrr


    This is work episode mentioned in the chat: ๐ŸŽง 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • In todayโ€™s episode Glen chats with James, an engineer and dad who built a meal-planning tool while on parental leave. Now heโ€™s at a crossroads to either scale it up or shut it down. What would Glen do? They dive into the emotional and practical challenges of turning a time-consuming hobby into a real business.


    Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here


    We hate email spam so we donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • In today's Q&A Glen and John discuss:


    ๐Ÿ‘‰๐Ÿป what happens with your superannuation when you pass away?

    ๐Ÿ‘‰ should I move my investing to Betashares Direct?

    ๐Ÿ‘‰๐Ÿผ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • Todayโ€™s bonus episode is from the This is Work podcast, where Shell catches up with former cohost Emily Bowen about what itโ€™s really like to step away from work and into the baby bubble. They discuss the identity shift that comes with taking parental leave, the vulnerability of pressing pause and feeling disconnected from your workplace, and the surprising moments of clarity that come with time away from the hustle. Em touches on:


    ๐Ÿ‘‰๐Ÿพ what helped her stay connected while on leave

    ๐Ÿ‘‰๐Ÿฟ building trust and confidence in her ability to return to work & have a successful career

    ๐Ÿ‘‰๐Ÿป processing the vulnerability of stepping back

    ๐Ÿ‘‰ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.

    Hosted on Acast. See acast.com/privacy for more information.

  • In today's episode Glen chats with Genevieve from Sphere Home Loans about her real-life experience of starting and growing a family while navigating career changes. Genevieve and her partner have had two kids, stepped in and out of the workforce, and managed money every step of the way. They cover:


    ๐Ÿ‘‰๐Ÿพ preparing financially for parental leave

    ๐Ÿ‘‰๐Ÿฟ superannuation splitting with your partner

    ๐Ÿ‘‰๐Ÿป managing childcare costs

    ๐Ÿ‘‰ returning to work part-time

    ๐Ÿ‘‰๐Ÿผ mindset shifts around identity, career and motherhood

    ๐Ÿ‘‰๐Ÿฝ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • In today's episode Glen and financial adviser Jess Brady from Financially Fierce answer your money questions! They touch on:


    ๐Ÿ‘‰๐Ÿฟ should you invest in the company you work for?

    ๐Ÿ‘‰๐Ÿป CHESS vs non-CHESS sponsored share brokers and if it matters

    ๐Ÿ‘‰ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • ๏ปฟWhat do Tesla, Meta and Amazon have in common? Theyโ€™re founder-led, and that might just be their secret sauce. In this episode Glen chats with author and fund manager Lawrence Lam about the unique mindset founder-CEOs bring to the table, why psychological ownership matters and how to spot red flags in your portfolio. They unpack examples from Chemist Warehouse to Netflix and dig into Lawrenceโ€™s new book The Founder Effect, a must-read for investors looking to identify high-performing leadership.


    Check out ๐Ÿ“˜ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • ***This episode was recorded before the election announcements relating to the first home home buyer scheme proposed changes.


    In today's chat, Rach Kroon from Sphere Home Loans joins John on the pod to help answer your mortgage questions. They cover:


    ๐Ÿ‘‰๐Ÿพ monthly vs weekly repayments 

    ๐Ÿ‘‰๐Ÿฟ coming off a fixed rate

    ๐Ÿ‘‰๐Ÿป should I use a guarantee scheme to have more money in the offset?

    ๐Ÿ‘‰ pay down mortgage or put the money in the offset?

    ๐Ÿ‘‰๐Ÿผ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • ***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:


    ๐Ÿ‘‰๐Ÿพ how long do economists expect this volatility to last?

    ๐Ÿ‘‰๐Ÿฟ growth vs defensive assets, and how super funds diversify

    ๐Ÿ‘‰๐Ÿป what exactly is a trade war?

    ๐Ÿ‘‰ how does global market volatility affect superannuation?

    ๐Ÿ‘‰๐Ÿผ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • ***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:


    ๐Ÿ‘‰๐Ÿพ should I change the way my super is invested?

    ๐Ÿ‘‰๐Ÿฟ are we on track financially? One couple wants to know

    ๐Ÿ‘‰๐Ÿป what would you do with an unexpected $10k?

    ๐Ÿ‘‰ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • Thinking of using a buyerโ€™s 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:


    ๐Ÿ‘‰๐Ÿพ the importance of working with a strategic BA

    ๐Ÿ‘‰๐Ÿฟ flat fee vs percentage pricing

    ๐Ÿ‘‰๐Ÿป what the property buying process looks like

    ๐Ÿ‘‰ signs a buyerโ€™s advocate might not be legit

    ๐Ÿ‘‰๐Ÿผ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • In today's episode Glen and John share some strategies and answer your questions, touching on:


    ๐Ÿ‘‰๐Ÿป mini-strategies to win with money

    ๐Ÿ‘‰ the worst price hikes in Australia

    ๐Ÿ‘‰๐Ÿผ a property investment opportunity with 2 houses on the title

    ๐Ÿ‘‰๐Ÿฝ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • 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


    =============================


    We hate email spam so we donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • In today's episode, Glen chats with Aimee from Skye Wealth, a partner of the show. Aimeeโ€™s 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:


    ๐Ÿ‘‰๐Ÿป her transition from managing a McDonald's restaurant, to a government job, to becoming a provisional financial adviser

    ๐Ÿ‘‰ the challenges and strategies of balancing study, work, and raising two young kids

    ๐Ÿ‘‰๐Ÿพ 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • In today's episode Glen and John dive into a listenerโ€™s real-life situation: sheโ€™s 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:


    ๐Ÿ‘‰๐Ÿพ inheritance options: property, super or shares?

    ๐Ÿ‘‰๐Ÿฟ buying a home with cash vs keeping flexibility

    ๐Ÿ‘‰๐Ÿป protecting the money in a relationship & how to use a BFA (prenup)

    ๐Ÿ‘‰ the emotional side of sudden wealth

    ๐Ÿ‘‰๐Ÿผ why waiting 12 months might be the smartest move

    ๐Ÿ‘‰๐Ÿฝ impacts on dadโ€™s centrelink and tax considerations

    ๐Ÿ‘‰๐Ÿพ potential super strategies using contribution caps

    ๐Ÿ‘‰๐Ÿฟ factoring in lifestyle choices

    ๐Ÿ‘‰๐Ÿป building financial security


    Retire Right episode mentioned in the chat:

    ๐ŸŽง 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 donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


    To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


    Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.


    SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

    Hosted on Acast. See acast.com/privacy for more information.

  • 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.