Episodes
-
Janeโs* been part of our community for a while, and today, sheโs sharing her money story. At 51, sheโs a single mum, a homeowner, and on a mission to retire in the next decade! Jane shares:
๐ how she paid off her mortgage in 13 years
๐๐พ juggling full-time work and raising her son solo
๐๐ฟ how she saved and invested while planning her next home upgrade
๐๐ผ what sheโs teaching her 8-year-old about money
๐๐พ her biggest financial wins and regrets
*Name changed for privacy
Hit your goals this year with the free Glen James Reset course
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.
-
In today's episode Glen and Jess Brady, host of Financially Fierce chat about why most goal setting fails and what you can do to actually stick to your plans this year. They also break down emergency fundsโwhy theyโre a big deal, how much you really need, and where to stash it. They chat about:
๐๐พ stop doing this with your goals (itโs holding you back)
๐๐ป setting goals that are challenging but not impossible
๐๐ฟ why an emergency fund is a total game changer
๐ how much cash you actually need in your fund
๐๐ผthe best places to park your emergency stash
๐๐ฝ avoiding the guilt trap when using your emergency fund
Hit your goals in 2025, check out the free Glen James reset course here
Check out Jess's Greenhouse Money Growing Program here
Need a system to manage your money? Check out the free Glen James Spending Plan
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.
-
Missing episodes?
-
Ever dreamt of hitting the road and exploring Australia? In today's episode, Glen chats with Retire Right cohost, Martin McGrath who shares how he and his young family turned that dream into reality... twice! Martin shares his top tips, lessons learned, and what it really costs to caravan across the country, including:
๐๐พ the planning process: from gear to finances
๐๐ป budgeting for the big trip (and cutting costs)
๐ how they handled work, school, and life on the road
๐๐ฝ unexpected challenges (and funny moments!)
๐๐ฟ the gear you actually need vs. what you donโt
๐๐ป insider tips for choosing the right caravan setup
๐๐ฝ favourite stops and hidden gems along the journey
๐ managing kids and keeping them entertained
Check out the bonus caravanning Q&A on Retire Right this Friday!
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.
-
Today on the show Glen and John spill the tea on their latest ventureโa joint purchase of a commercial property. Curious about joint ventures or just want a peek behind the financial curtain? They share:
๐๐ป how they structured the deal
๐ who contributed what (and how costs blew out)
๐๐ผ the profits after renovations
๐๐ฝ lessons learned about working with multiple investors
๐๐พ and tips for anyone considering a joint venture!
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.
-
In today's my money story episode, Glen chats with long-time listener Jade, who shares his journey from hospitality to casual FIFO work, which he recently left behind for a steady paycheck and greater stability for his family in Margaret River. Jade also reflects on the joy of traveling around Australia with a young family and his current goal of purchasing a home.
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.
-
Let's kick off the new year with the ultimate investing debate: shares or property? Glen and John present their best case and unpack the pros and cons of each to help you decide whether bricks or stocks (or both!) are the best investment for you.
๐ Sort Your Property Out & Build Your Future by John Pidgeon: https://amzn.to/4gOW5RL
๐ The Quick-Start Guide to Investing by Glen James: https://amzn.to/4fV7XR7
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.
-
Todayโs episode is all about the Kiwis! Glen chats with Francis Cook, a financial journalist from New Zealand, about her money story, transitioning into personal finance, and how Kiwis approach investing and retirement.
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.
-
Think of today's episode like a guided meditation, but for your finances. Glen takes you through a new year reset to define what success looks like for you in 2025, and help you set the goals to get there.
Click here to get Glen's free 2025 goals downloadable!
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.
-
New year, new job? Get ready to level up in 2025! Glen and HR pro Sarah Smith (host of the award-winning Interview Boss podcast) are here to help you land your dream role. They cover:
๐๐พ busting myths about applicant tracking systems
๐๐ฟ should you tailor your resume, application, or cover letter every time?
๐๐ป how far back should your CV go (and what to leave out)
๐ avoiding bias traps: gender, DOB, photos & what not to include
๐๐ผ should you list hobbies on your CV?
๐๐ฝ using chatgpt for resumes & cover letters
๐๐ป remote interview prep (plus Sarahโs ironing board hack!)
๐ negotiating flexibility
๐๐ผ how to calm nerves & stay in control during an interview
Check out Glen and Shell's book, ๐ Sort Your Career Out & Make More Money
Check out the free Interview Boss resources here: http://www.interviewboss.com.au/mmm
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.
-
In our final episode of 2024 Glen is joined by Nick Bradley, co-author of The Quick Start Guide to Investing and host of This Is Investing. Glen and Nick unpack what a Trump presidency could mean for global markets and where Bitcoin might be heading in the near future. The episode touches on:
๐๐ผ potential impacts of a Trump presidency on global markets and trade
๐๐ฟ Trump's controversial tariff proposals and what they mean for the US, China, and even Australia
๐๐ป what could happen if the US government buys 700,000 Bitcoin
๐ bold predictions for Bitcoin's price in 2025โbull case, bear case, and everything in between
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
- Show more
