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  • Janeโ€™s* been part of our community for a while, and today, sheโ€™s sharing her money story. At 51, sheโ€™s a single mum, a homeowner, and on a mission to retire in the next decade! Jane shares:


    ๐Ÿ‘‰ how she paid off her mortgage in 13 years

    ๐Ÿ‘‰๐Ÿพ juggling full-time work and raising her son solo

    ๐Ÿ‘‰๐Ÿฟ how she saved and invested while planning her next home upgrade

    ๐Ÿ‘‰๐Ÿผ what sheโ€™s teaching her 8-year-old about money

    ๐Ÿ‘‰๐Ÿพ 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 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 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 fundsโ€”why theyโ€™re a big deal, how much you really need, and where to stash it. They chat about:


    ๐Ÿ‘‰๐Ÿพ stop doing this with your goals (itโ€™s holding you back)

    ๐Ÿ‘‰๐Ÿป setting goals that are challenging but not impossible

    ๐Ÿ‘‰๐Ÿฟ why an emergency fund is a total game changer

    ๐Ÿ‘‰ how much cash you actually need in your fund

    ๐Ÿ‘‰๐Ÿผthe best places to park your emergency stash

    ๐Ÿ‘‰๐Ÿฝ 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 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.

  • 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:


    ๐Ÿ‘‰๐Ÿพ the planning process: from gear to finances

    ๐Ÿ‘‰๐Ÿป budgeting for the big trip (and cutting costs)

    ๐Ÿ‘‰ how they handled work, school, and life on the road

    ๐Ÿ‘‰๐Ÿฝ unexpected challenges (and funny moments!)

    ๐Ÿ‘‰๐Ÿฟ the gear you actually need vs. what you donโ€™t

    ๐Ÿ‘‰๐Ÿป insider tips for choosing the right caravan setup

    ๐Ÿ‘‰๐Ÿฝ favourite stops and hidden gems along the journey

    ๐Ÿ‘‰ 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 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.

  • Today on the show Glen and John spill the tea on their latest ventureโ€”a joint purchase of a commercial property. Curious about joint ventures or just want a peek behind the financial curtain? They share:


    ๐Ÿ‘‰๐Ÿป how they structured the deal

    ๐Ÿ‘‰ who contributed what (and how costs blew out)

    ๐Ÿ‘‰๐Ÿผ the profits after renovations

    ๐Ÿ‘‰๐Ÿฝ lessons learned about working with multiple investors

    ๐Ÿ‘‰๐Ÿพ 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 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 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 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.

  • 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.


     ๐Ÿ“˜ Sort Your Property Out & Build Your Future by John Pidgeon: https://amzn.to/4gOW5RL

     ๐Ÿ“˜ 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 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 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 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.

  • 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 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.

  • 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:


    ๐Ÿ‘‰๐Ÿพ busting myths about applicant tracking systems 

    ๐Ÿ‘‰๐Ÿฟ should you tailor your resume, application, or cover letter every time?

    ๐Ÿ‘‰๐Ÿป how far back should your CV go (and what to leave out)

    ๐Ÿ‘‰ avoiding bias traps: gender, DOB, photos & what not to include

    ๐Ÿ‘‰๐Ÿผ should you list hobbies on your CV?

    ๐Ÿ‘‰๐Ÿฝ using chatgpt for resumes & cover letters

    ๐Ÿ‘‰๐Ÿป remote interview prep (plus Sarahโ€™s ironing board hack!)

    ๐Ÿ‘‰ negotiating flexibility

    ๐Ÿ‘‰๐Ÿผ how to calm nerves & stay in control during an interview


    Check out Glen and Shell's book, ๐Ÿ“’ 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 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 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:


    ๐Ÿ‘‰๐Ÿผ potential impacts of a Trump presidency on global markets and trade

    ๐Ÿ‘‰๐Ÿฟ Trump's controversial tariff proposals and what they mean for the US, China, and even Australia

    ๐Ÿ‘‰๐Ÿป what could happen if the US government buys 700,000 Bitcoin 

    ๐Ÿ‘‰ bold predictions for Bitcoin's price in 2025โ€”bull 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 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.

  • 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 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.

  • Merry Christmas! ๐ŸŽ„ 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, weโ€™re 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 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 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 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.

  • 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:


    ๐Ÿ‘‰๐Ÿป geared ETFs โ€” what they are and the risks involved

    ๐Ÿ‘‰ how John and Deline invest for their clients (and themselves)

    ๐Ÿ‘‰๐Ÿผ why chasing shiny objects online rarely works out

    ๐Ÿ‘‰๐Ÿฝ debt recycling and gearing

    ๐Ÿ‘‰๐Ÿพ 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 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.

  • 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 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 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 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 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 youโ€™re willing to take action. 


    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, guest hosts Jess Brady from Financially Fierce and John Pidgeon from this is property answer your questions, covering:


    ๐Ÿ‘‰๐Ÿพ Is there a way to calculate how much to salary package to pay off HECS?

    ๐Ÿ‘‰ considerations for sub-dividing or buying an investment property

    ๐Ÿ‘‰๐Ÿผ advice for using a $200k windfall towards goals

    ๐Ÿ‘‰๐Ÿฝ keeping an inheritance safe for grandkids


    ๐ŸŽง Financially Fierce: everything you need to know before buying your first home (with Em Wallace) ๐Ÿ‘‡

    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 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.

  • 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:


    ๐Ÿ‘‰๐Ÿป income from short-term rentals - what you need to declare

    ๐Ÿ‘‰ record-keeping tips to avoid ATO headaches

    ๐Ÿ‘‰๐Ÿพ calculating deductions for Airbnb income

    ๐Ÿ‘‰๐Ÿฝ how renting a room impacts your CGT exemption

    ๐Ÿ‘‰๐Ÿฟ the six-year rule for principal place of residence

    ๐Ÿ‘‰๐Ÿผ 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 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.

  • Let's talk life insurance! Financial adviser Phil Thompson from Skye Wealth joins Glen on this episode to answer all your spicy questions including:


    ๐Ÿ‘‰๐Ÿป can insurance companies ask you to do a genetic test?

    ๐Ÿ‘‰ how do insurers consider vaping and recreational drugs?

    ๐Ÿ‘‰๐Ÿผ help! I lost my insurance cover when I switched super funds

    ๐Ÿ‘‰๐Ÿพ can I get insurance if Iโ€™m terminally ill?

    ๐Ÿ‘‰๐Ÿฟ why you shouldnโ€™t move insurers regularly 

    ๐Ÿ‘‰๐Ÿฝ trying to apply for cover while investigating a health concern

    ๐Ÿ‘‰๐Ÿป getting exclusions or loadings removed

    ๐Ÿ‘‰ can I reapply for cover if I've been denied in the past

    ๐Ÿ‘‰๐Ÿผ stepped vs level premiums and are level premiums a scam?

    ๐Ÿ‘‰๐Ÿฝ getting cover with pre-existing conditions

    ๐Ÿ‘‰๐Ÿพ life insurance for children


    Thanks to Skye Wealth for supporting this episode! Connect with the Skye Wealth team here


    ๐Ÿ“’ Sort Your Career Out & Make More Money by Shelley Johnson & Glen James: https://amzn.to/3B1rQaB


    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.