Episodes
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Boxing Day is for the post-Christmas crash and a good ol' investing campfire chat! Joining Glen is Vince Scully from Life Sherpa and Marc Jocum, Product and Investment Strategist at Global X ETFs. From portfolio construction, to GARP and the bitcoin ETF, Glen, Vince and Marc bust out of the marshmallows and talk all things investing and ETFs.
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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Merry Christmas! ๐ On today's episode Glen is joined by comedian Dan Ilic to celebrate your biggest wins of 2024 - from smashing financial goals to personal triumphs, weโre sharing the highs, the laughs, and everything in between. Not yet part of the money money money community? Click here to join!
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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Missing episodes?
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In today's episode, Glen sits down with Scott Fletcher, Chief Investment Officer at Woodbury Private, to uncover how advisers help the ultra-wealthy invest their money. They chat about family offices, investment strategies, philanthropy and the unique challenges of guiding high net worth clients. It's a behind-the-scenes look at how wealth changes the game and the advice that comes with it.
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team 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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Is financial success down to hard work & skill or luck? In today's episode Glen sits down with financial advisers Deline Jacovides from Mazi Wealth and John Cachia from Thriving Wealth live at the Financial Advice Association of Australia's National Congress to chat about this and more, touching on:
๐๐ป geared ETFs โ what they are and the risks involved
๐ how John and Deline invest for their clients (and themselves)
๐๐ผ why chasing shiny objects online rarely works out
๐๐ฝ debt recycling and gearing
๐๐พ do you really need a self-managed super fund?
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team 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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As the year winds down, workplaces are gearing up to celebrate! In today's episode, Glen and his mate Ben Gleeson share what people in the money money money Facebook community have planned for their work Christmas parties. From mini festivals to nothing at all, some of these may have you jealous or thankful!
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team 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 sits down with financial advisers Nicole Gardner, Hannah Elliot and Bec Pritchard live at the Financial Advice Association of Australia's National Congress. They chat about how the industry is evolving, the rewarding parts of their jobs, red flags when choosing an adviser and the steps to become an adviser in Australia.
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team 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 my money story, Glen chats with Josh, a 34 year old listener transitioning from construction to financial services. Josh's story touches on selling his first home to fund his degree, balancing family life with full time study and the steps he's taken to make the move. This episode is a great example that career changes are possible if youโre willing to take action.
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, guest hosts Jess Brady from Financially Fierce and John Pidgeon from this is property answer your questions, covering:
๐๐พ Is there a way to calculate how much to salary package to pay off HECS?
๐ considerations for sub-dividing or buying an investment property
๐๐ผ advice for using a $200k windfall towards goals
๐๐ฝ keeping an inheritance safe for grandkids
๐ง Financially Fierce: everything you need to know before buying your first home (with Em Wallace) ๐
Listen on Apple Podcast here
Listen on Spotify here
How to Subscribe to the Retire Right podcast (video): https://www.youtube.com/watch?v=DNDhMT2WJE4
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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Managing an Airbnb or short-term rental sounds like easy cash, but what about the tax side of things? In this episode, Glen and accountant-turned-money-coach Erin Davis break down everything you need to know about tax obligations, record keeping, and even the CGT implications for short-term rentals. Erin also shares her journey from a decades-long career in accounting to empowering women in business with financial confidence through money coaching. The touch on:
๐๐ป income from short-term rentals - what you need to declare
๐ record-keeping tips to avoid ATO headaches
๐๐พ calculating deductions for Airbnb income
๐๐ฝ how renting a room impacts your CGT exemption
๐๐ฟ the six-year rule for principal place of residence
๐๐ผ what to do before renting part of your property
Check out Erin's podcast, The Erin Davis Show wherever you're listening to this podcast.
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team 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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Let's talk life insurance! Financial adviser Phil Thompson from Skye Wealth joins Glen on this episode to answer all your spicy questions including:
๐๐ป can insurance companies ask you to do a genetic test?
๐ how do insurers consider vaping and recreational drugs?
๐๐ผ help! I lost my insurance cover when I switched super funds
๐๐พ can I get insurance if Iโm terminally ill?
๐๐ฟ why you shouldnโt move insurers regularly
๐๐ฝ trying to apply for cover while investigating a health concern
๐๐ป getting exclusions or loadings removed
๐ can I reapply for cover if I've been denied in the past
๐๐ผ stepped vs level premiums and are level premiums a scam?
๐๐ฝ getting cover with pre-existing conditions
๐๐พ life insurance for children
Thanks to Skye Wealth for supporting this episode! Connect with the Skye Wealth team here
๐ Sort Your Career Out & Make More Money by Shelley Johnson & Glen James: https://amzn.to/3B1rQaB
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 Jane* about her financial, career, and living situation, exploring the exciting options ahead. From a potential career pivot into the arts to a $90k boost from nan to help her and her sisters enter the property market, Jane has some big decisions to make. *Name changed for anonymity.
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team 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 Vince Scully from Life Sherpa discuss:
๐๐ฟ proposed Government changes to reduce student loans
๐๐ป choosing the best super fund for you
๐ default insurance within super
๐๐ผ and buying ETFs within super
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 today's chat, Rachelle Kroon from Sphere Home Loans joins Glen to answer all your questions touching on:
๐๐พ benefit of using a broker vs direct to bank
๐๐ฟ will a mortgage broker help someone get a loan under $250k?
๐๐ป how much does having a child impact borrowing capacity?
๐ borrowing capacity upon returning from mat leave
๐๐ผ using equity to buy a new PPOR
๐๐ฝ what after-settlement service can you expect from brokers?
๐๐พ renovation loans
๐๐ฟ financial hardship assistance & impact on refinancing
๐๐ป how does applying for lending impact your credit score?
๐ do mortgage brokers get kickbacks from developers?
๐๐ผ building a granny flat on your property
Thanks to Sphere Home Loans for supporting this episode! 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 today's Q&A Glen and John talk about:
๐๐ป are flights to check on your investment property tax deductible?
๐ financial implications for turning your home into an investment
๐๐ผ do you need to pay tax on financial gifts from overseas?
๐๐ฝ investment platforms & brokerage fees
๐๐พ the VAP and VSO 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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Tayla is 27 and wants to know what it will take to purchase her first home on the NSW Central Coast. In this live clarity call, John Pidgeon from this is property and mortgage broker Genevieve Fordham from Sphere Home Loans help Tayla crunch the numbers to figure out what she can afford to buy as either a first home or investment property.
Want clarity on your property situation? Book a clarity call with John here
Check out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.com
Thanks to Sphere Home Loans for supporting this episode! 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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Improving your money doesn't have to be complicated! In this episode Glen and Lucy Dean, wealth reporter at the Australian Financial Review, share a ton of easy money tips and hacks from the experts to help you save money, spend smarter and build wealth.
Prefer reading? Check out Lucy's article here (you'll need an AFR subscription): https://bit.ly/40rf5k4
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 of "what would Glen do", Megan asks for a review of her finances to know if she's on the right track and some advice on her next career move to increase her salary.
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team 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:
๐๐พ should you market your home to a specific demographic?
๐๐ฟ tips for vetting a listing agent to sell your home
๐๐ป giving financial advice to friends and family
๐ is there anything wrong with my lazy financial plan?
๐๐ผ investing extra mortgage repayments instead of putting it in offset
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 today's episode Glen chats with Luke Berry from property development company Third.i about how homebuyers can get into the market sooner using a platform called NestDeposit. NestDeposit is a platform which allows buyers to secure an off the plan property with an initial $10k upfront, while paying the rest of the deposit off in instalments. They also dive into Third.i's Crowโs Nest project in Sydney and answer your questions around buying off the plan.
Register here for the event at Crows Nest, NSW on Thurs 31 October to hear more about NestDeposit
Third.i website: https://thirdigroup.com.au
NestDeposit website: https://nestdeposit.com.au
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 this episode, Glen chats with Gina Snodgrass and Kat Halliday from Baptist World Aid about the 2024 Ethical Fashion Report. They dive into the rise of ultra-fast fashion, which brands are making progress, and why it's crucial to buy less, buy better, and expect more from your favourite companies. Check out the full Ethical Fashion Report below. They touch on:
๐๐พ what ultra-fast fashion means for consumers
๐๐ฟ how shopping ethically doesnโt have to cost more
๐๐ป which big brands are actually ethical?
๐ insights from the 2024 Ethical Fashion Report
๐๐ผ simple ways to extend the life of your clothes
๐๐ฝ the power of consumer choices in driving brand changes
๐ ways that you can contribute to a more ethical world
To view the Ethical Fashion Guide & Report head to: https://bwaa.co/mmm-fashion
Donate towards ending worker exploitation: https://bwaa.co/mmm-give
Speak out to your favourite brands: https://bwaa.co/mmm-speak-out
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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