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How many times have you heard someone say, 'personal finance should be taught in schools!'? Well, Barbara van der Merwe has created a resource to do exactly that called 'Mandy Money', a curriculum for students in year 9-12. Glen chats with Barbara about:
ππ» opportunities to teach your teens about money
ππΎ how to keep money conversations in a positive light
π how the Mandy Money program links into the curriculum
ππΏ the board book Barbara is working on for children 0-5
Visit the Mandy Money website for more details: https://mandymoney.com.au/
money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au
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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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The First Home Guarantee scheme is getting a major overhaul with new price caps, scrapped income limits, and no more place limits. Glen, John and Josh de Buelle unpack what the changes mean for first home buyers and whether itβs worth jumping in now or waiting. Then they dive into a real case study of a couple in their mid 20s wanting to purchase an investment property that they can move into later down the track. In this episode:
ππ½ scheme changes: new price caps, no income limits
ππΎ pros and cons of buying with just 5% deposit
ππΌ why strategy must come before any scheme
ππΏ buying an investment you plan to also live in
Watch Glen's YouTube explainer about how LMI works: https://youtu.be/cmWOlvNhElk
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 donβt 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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Saknas det avsnitt?
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It's everyone's favourite time of year - tax time! In this episode Glen and Erin Davis, chartered accountant and money coach, dig into *everything* from lodging returns to claiming WFH expenses. They touch on:
ππΎ back paid income
ππΏ lodging late returns
ππ» key lodgement dates
π teenagers and their income
ππΌ side hustle income and deductions
ππ½ salary sacrifice and HELP debt
ππΎ the Division 293 super tax
ππΏ claiming capital losses against future gains
ππ» selling CBA shares after 25 years
π how long to wait for proper tax-related reporting
ππΌ moving from sole trader to a trust
ππ½ how business income affects your personal income
ππΎ working from home deductions
Check out Erin's details here: https://www.erindavis.com.au/
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donβt 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 campfire chat, Glen and Vince Scully from Life Sherpa unpack the world of alternative assets, everything from hedge funds and VC investments to gold, wine, watches, crypto and even pink diamonds. Itβs a deep (and slightly cheeky) dive into the βsexy stuffβ that shows up in your super or portfolio and why you probably donβt need as much of it as you think.
π The Quick-Start Guide to Investing by Glen James & Nick Bradley: https://amzn.to/3QNNrbv
We hate email spam so we donβt 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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Giving generously (with time, money or support) has always been a central part of Glen's money philosophy. In this conversation he chats with Mark Dombkins from Forever Projects, one of the key charities that money money money supports financially. They chat about an upcoming Mount Kilimanjaro climb, how their charity activities are going and their 100% charity giving model.
Check out Forever Projects here: https://foreverprojects.org/
See all the charities m3 supports here: https://www.moneypodcast.com.au/charities
We hate email spam so we donβt 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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Buying your first property is a big deal, and being strategic with that first purchase has never been more important. In this chat Glen, John and Rach discuss the various ways to approach your first property purchase, touching on:
ππΎ making a plan to save for a property
ππΏ deciding on a home or investment first
ππ» the downsides of self managing investment properties
π the trends of buying new vs old
ππΌ and quickfire tips for buying in Australia
Check out John's book, Sort Your Property Out & Build Your Future here: https://www.moneypodcast.com.au/resources#books
'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv
Subscribe to this is property: https://www.youtube.com/@thisisproperty
Check out the original First Home Super Saver scheme video - an updated one to come: https://youtu.be/rDFXb_AcuU0
This is a sponsored episode.
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donβt 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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The media has been spotlighting the Division 296 tax on super balances in Australia over $3m starting 1 July 2025. In this episode Glen and John unpack:
ππΎ what Division 296 is and how it works
ππΏ how the new super tax is calculated
ππ» the potential reasoning behind the policy
π why taxing unrealised gains is controversial
ππΌ who this affects and whether you need to worry
Watch this episode on YouTube here: https://youtu.be/T24gjis0MAI
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 donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.
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Thinking of leaving the employee life to start a business? Gina did - with no roadmap, a warehouse lease, and two kids in tow. She and Glen chat about the messy middle of building something new, from landing the first client to perfecting the sales pitch and tackling the fear that comes with starting something new.
This episode first aired on our podcast, this is business! Subscribe on Apple Podcasts | Subscribe on Spotify
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Hosted on Acast. See acast.com/privacy for more information.
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In this special live episode from Perth, Glen and John take questions straight from the audience. From early retirement goals to splitting assets during a separation, they cover real-life money scenarios with plenty of laughs and practical tips along the way. They touch on:
ππΎ how much super do you really need to retire?
ππΏ financial hurdles and how to overcome them
ππ» early retirement vs building a life with choice
π splitting a business during a separation
ππΌ using equity: pay off bad debt or invest?
ππ½ buying a forever home vs wealth-building property
ππΎ real-life financial decisions we regret
ππΏ how to plan when life throws up weddings, babies and mortgages
Thanks to our event partners: Forever Projects, Everest Wealth, Finext, and Australian Retirement Trust!
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.
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Calling all first home buyers! Here's what you need to know about lending, mortgages, mortgage brokers, and the home buying process. In this episode, Glen chats with mortgage broker Genevieve from Sphere Home Loans about:
π how lenders are matched with you
ππΌ how much generally you can expect to borrow based on your income
ππ½ key terms like deposit, servicing, lenders mortgage insurance (LMI)
ππΎ schemes and concessions to look into
ππΏ a walk through of working with a mortgage broker
ππ» how a mortgage broker is paid
Need a mortgage broker? Connect with the Sphere Home Loans team here
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.
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Vince Scully is back! In this episode he and Glen unpack what listed investment companies (LICs) are, and how they compare to ETFs. Together they discuss:
ππΎ what LICs are in a nutshell
ππΏ the top 10 holdings of two LICs vs the IOZ ETF
ππ» how performance and volatility interact
π understanding the tax implications of LIC
ππΌ the pros and cons of LICs vs ETFs
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode, Glen sits down with listener Katherine, whoβs been with her husband for 25 years and disagrees with Glenβs usual advice around combining finances with your partner. She explains why separate accounts work just fine for her long-term relationship and how she and her husband have adopted a flexible money system. They unpack when joining finances makes sense, when it doesnβt, and what actually matters when managing money as a couple. Glen and Katherine touch on:
ππ» why separate finances can still mean shared goals
π what long-term financial teamwork looks like
ππΎ how they handle mortgage, bills and savings
ππ½ how she's teaching her kids about money
ππ½ their differences (and similarities!) in perspective on managing money with a partner
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.
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In today's community Q&A Glen and John discuss:
ππΎ there are no jobs for me in my city, what do I do?
ππΏ should we sell our Perth investment property?
ππ» I've inherited my dads property: sell or keep and rent it out?
π imagine you had all the money you ever need, what would you do?
ππΌ retired and coming into some cash, what should my family member do?
John's Perth property workshop -14 May Book tickets here
Glen and John's live podcast recording in Perth - 15 May Book tickets here
Shell & Glenβs book 'Sort Your Career Out & Make More Money' is available here: https://amzn.to/4k3YSrr
This is work episode mentioned in the chat: π§ Apple | Spotify
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here
We hate email spam so we donβt 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 todayβs episode Glen chats with James, an engineer and dad who built a meal-planning tool while on parental leave. Now heβs at a crossroads to either scale it up or shut it down. What would Glen do? They dive into the emotional and practical challenges of turning a time-consuming hobby into a real business.
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donβt 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:
ππ» what happens with your superannuation when you pass away?
π should I move my investing to Betashares Direct?
ππΌ is this Sydney apartment the best one for me?
Book a clarity call with John here: https://www.solverewealth.com.au/clarity-call-with-john-pidgeon/
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here
We hate email spam so we donβt 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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Todayβs bonus episode is from the This is Work podcast, where Shell catches up with former cohost Emily Bowen about what itβs really like to step away from work and into the baby bubble. They discuss the identity shift that comes with taking parental leave, the vulnerability of pressing pause and feeling disconnected from your workplace, and the surprising moments of clarity that come with time away from the hustle. Em touches on:
ππΎ what helped her stay connected while on leave
ππΏ building trust and confidence in her ability to return to work & have a successful career
ππ» processing the vulnerability of stepping back
π and the power of a work bestie
Connect with Em on LinkedIn here: https://www.linkedin.com/in/emilybowen26/
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Hosted on Acast. See acast.com/privacy for more information.
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In today's episode Glen chats with Genevieve from Sphere Home Loans about her real-life experience of starting and growing a family while navigating career changes. Genevieve and her partner have had two kids, stepped in and out of the workforce, and managed money every step of the way. They cover:
ππΎ preparing financially for parental leave
ππΏ superannuation splitting with your partner
ππ» managing childcare costs
π returning to work part-time
ππΌ mindset shifts around identity, career and motherhood
ππ½ tips for young families navigating similar transitions
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.
SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.
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In today's episode Glen and financial adviser Jess Brady from Financially Fierce answer your money questions! They touch on:
ππΏ should you invest in the company you work for?
ππ» CHESS vs non-CHESS sponsored share brokers and if it matters
π would you talk about money on a first date?
Subscribe to Financially Fierce here: https://www.moneypodcast.com.au/financially-fierce
To check out Jess's Evergreen Money Growing Club or The Greenhouse Money Growing Program, click here.
Here's the lotto win video mentioned in the chat: https://youtu.be/cAKqd86Nd4s?si=YNHx45hj8_P554vb
Subscribe to this is business: https://www.moneypodcast.com.au/business
Check out Glen's book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here
We hate email spam so we donβt 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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ο»ΏWhat do Tesla, Meta and Amazon have in common? Theyβre founder-led, and that might just be their secret sauce. In this episode Glen chats with author and fund manager Lawrence Lam about the unique mindset founder-CEOs bring to the table, why psychological ownership matters and how to spot red flags in your portfolio. They unpack examples from Chemist Warehouse to Netflix and dig into Lawrenceβs new book The Founder Effect, a must-read for investors looking to identify high-performing leadership.
Check out π The Founder Effect here: https://amzn.to/3Gy8jAV
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
We hate email spam so we donβt create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.
To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.
Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.
Hosted on Acast. See acast.com/privacy for more information.
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***This episode was recorded before the election announcements relating to the first home home buyer scheme proposed changes.
In today's chat, Rach Kroon from Sphere Home Loans joins John on the pod to help answer your mortgage questions. They cover:
ππΎ monthly vs weekly repayments
ππΏ coming off a fixed rate
ππ» should I use a guarantee scheme to have more money in the offset?
π pay down mortgage or put the money in the offset?
ππΌ how construction loans work
Check out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.com
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here
We hate email spam so we donβt 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.
- Visa fler
