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  • 'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv


    In today's episode Glen chats with Erica Hall from U Ethical to chat all things ethical investing. They discuss how to spot greenwashing, the future of climate reporting in Australia, and whether carbon offsets are actually doing any good. If youโ€™ve ever wondered how to align your money with your values, this episode is packed with helpful insights. The episode touches on:


    ๐Ÿ‘‰๐Ÿพ what is greenwashing?

    ๐Ÿ‘‰๐Ÿฟ the future of mandatory climate reporting in Australia

    ๐Ÿ‘‰๐Ÿป why carbon offsets might not be enough

    ๐Ÿ‘‰๐Ÿผ how to screen companies for ESG (Environmental, Social, and Governance)

    ๐Ÿ‘‰ the pros and cons of mining companies like Fortescue and BHP

    ๐Ÿ‘‰๐Ÿพ how investors can influence companies to improve their ESG practices

    ๐Ÿ‘‰๐Ÿฟ why renewable energy is cheaper and faster to implement than nuclear

    ๐Ÿ‘‰๐Ÿป the growing trend of ethical investing in Australia


    ๐Ÿ“˜ Erica's book, Top Stocks: A Sharebuyer's Guide to ESG for Leading Australian Companies: https://amzn.to/4eimENJ


    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.

  • 'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv


    In this episode, Glen and Vince Scully from Life Sherpa break down everything you need to know about superannuation and answer your burning questions. They discuss choosing the right super fund, the importance of asset allocation, the key things to look out for when comparing funds and tackle the big question: how much should you have in your super by now? They cover:


    ๐Ÿ‘‰๐Ÿพ what is super and how it works

    ๐Ÿ‘‰๐Ÿฟ choosing the right super fund

    ๐Ÿ‘‰๐Ÿป understanding asset allocation

    ๐Ÿ‘‰ comparing super funds effectively

    ๐Ÿ‘‰๐Ÿผ fees and what to look out for

    ๐Ÿ‘‰๐Ÿฝ how much you should have in your super now

    ๐Ÿ‘‰๐Ÿพ the role of risk tolerance in super

    ๐Ÿ‘‰๐Ÿฟ salary sacrificing into super


    Join Glen's Business Bootcamp and take your business to the next level! Use the coupon code "FB200" at checkout to get a $220 discount (Only 10 discounted coupons available): https://bit.ly/3Twc3Xw


    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.

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  • In today's episode Glen breaks down the practical steps to becoming and feeling financially free, walking through 4 stages of wealth. This episode is a great chance to assess where you're currently at in your money journey and where you'd like to be!


    Prefer to read or want to recap the ep? Check out the blog post here


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


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


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


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


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


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

  • 'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv


    In this episode, Glen and John tackle a listener's question: Is it too late to retire comfortably? They dive into whether itโ€™s ever โ€˜too lateโ€™ to get your finances in order and why itโ€™s crucial to face the money wake-up call, especially if youโ€™re in your 40s or older.


    Need a sounding board on your property situation? Book a clarity call with John Pidgeon here


    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 interviews strategic communicator Vanessa Liell whose passion for affecting positive change through communication has led her to start and run businesses, mentor students and fight for the financial empowerment of women and survivors of domestic violence. As a leader and mother of young adults, Vanessa talks about how she values a strengths-based approach to choosing careers and firmly believes that people who do what they love and are great at it, thrive at work. Strap in for an awesome chat about work, life, leadership and everything in between.


    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.

  • Last week we talked about the bad financial advice you should avoid - well this week we're sharing the good money tips for being financially successful, no matter what income you're on!


    Register here for the money, life & investing webinar with Glen James


    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.

  • How do you know whether to quit your job or grit your teeth and stick it out? Glen joined Shell on this is work to unpack what to do if you're at a career crossroads.


    ๐Ÿ“’Sort Your Career Out & Make More Money by Glen James and Shelley Johnson: https://amzn.to/3T29gFc

    ๐Ÿ“’ The Quick Start Guide to Investing by Glen James and Nick Bradley: https://amzn.to/3QNNrbv

    ๐Ÿ“’ The Dip by Seth Godin: https://amzn.to/3AwgFGj


    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.

  • 'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv


    What's the worst piece of money advice that you've received from well meaning friends or fam? In today's episode Glen and John talk about some of the biggest pieces of financial misinformation floating around out there and ready some of community responses from the Facebook group.


    Register here for the money, life & investing webinar with Glen James


    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.

  • 'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv


    In today's episode Glen and special guest Gemma Dale, the Director of SMSF and Investor Behaviour at nabtrade discuss the current state of the economy and what it means for Australians.


    You can listen to Gemma's podcast, Your Wealth 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.

  • 'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv


    Property or shares? Invest inside or outside of super? Should I have a baby before or after buying a home? Glen and John discuss what to do when you're struggling to make a financial decision.


    Register here for the money, life & investing webinar with Glen James


    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.

  • 'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv


    Financial advisers and financial counsellors are pretty well known in the ecosystem of financial support, but not everyone may know what a money coach does. In today's episode Glen chats with Karen Eley, former financial adviser and Certified Money Coach at Women Talking Finance who shares how a money coach might work with you to achieve your financial goals. As money coaching is an emerging space, it's important to choose a coach with reputable qualifications such as a background in personal finance or formal education in money coaching. The episode touches on:


    ๐Ÿ‘‰๐Ÿพ what is a certified money coach?

    ๐Ÿ‘‰ Karen's background

    ๐Ÿ‘‰๐Ÿฟ what's the difference between a financial adviser, financial counsellor and money coach?

    ๐Ÿ‘‰๐Ÿป the most common emotions people experience with money

    ๐Ÿ‘‰ the core pain points a money coach can help with

    ๐Ÿ‘‰๐Ÿผ the 8 different money types (discover yours below!)

    ๐Ÿ‘‰๐Ÿฝ some simple exercises you can do to uncover your values and beliefs around money


    Take the money type quiz here: https://bit.ly/46FRE7u


    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.

  • 'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv


    In today's episode Glen & financial planner Rebecca Pritchard chat about:


    ๐Ÿ‘‰๐Ÿป superannuation beneficiaries & what happens to your super if you die without nominating one

    ๐Ÿ‘‰ what if there is another GFC? Read Glen's blog on this here

    ๐Ÿ‘‰๐Ÿผ Lexi's question - should I put $12k towards HECS, emergency fund, mortgage or invest?


    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.


    money money money & 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.

  • 'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv


    In today's episode Glen and host of this is investing, Nick Bradley chat about why the share market fell overnight and the seven big stocks making headlines known as the Magnificent Seven.


    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.

  • Glen's latest book 'The Quick Start-Guide to Investing' is available here:  https://amzn.to/3QNNrbv


    In today's episode Glen and financial adviser Rebecca Pritchard chat about:


    ๐Ÿ‘‰๐Ÿป employee share plans - how they work + considerations for participating in one

    ๐Ÿ‘‰๐Ÿพ an update on the Forever Projects fundraiser

    ๐Ÿ‘‰ Glen's impulsive spending moment

    ๐Ÿ‘‰๐Ÿผ tips for moving out of home for the first time

    ๐Ÿ‘‰๐Ÿฝ and a question on how to market your small business


    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.

  • 'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here:  https://amzn.to/3QNNrbv


    In today's episode, Glen and Nick talk through the chapters of their new book,The Quick Start-Guide to Investing. This handy, step-by-step guide gives you everything you need to know to consistently invest โ€• and win โ€• with the share market, ETFs, and so much more.


    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.

  • Glen's latest book 'The Quick Start-Guide to Investing' is available here: https://amzn.to/3QNNrbv


    If getting into the property market is something you're working towards, securing your first home or investment could be sooner or more achievable than you think. In today's episode guest mortgage broker Genevieve aka Gell Fordham from Sphere Home Loans shares her top tips for first home buyers and answers your questions. The episode touches on:


    ๐Ÿ‘‰ should I buy now or wait until I have a bigger deposit?

    ๐Ÿ‘‰๐Ÿฝ buying in strata

    ๐Ÿ‘‰ rentvesting

    ๐Ÿ‘‰๐Ÿผ engaging a mortgage broker

    ๐Ÿ‘‰๐Ÿพ parental guarantees & the First Home Guarantee scheme

    ๐Ÿ‘‰๐Ÿฟ is Lenders Mortgage Insurance (LMI) all that bad?

    ๐Ÿ‘‰๐Ÿป using First Home Super Saver (FHSS) scheme funds

    ๐Ÿ‘‰๐Ÿผ how will debt / a car loan / HECS/HELP affect my borrowing capacity?

    ๐Ÿ‘‰๐Ÿฝ I'm self-employed, how will it affect my ability to get a loan?

    ๐Ÿ‘‰๐Ÿพ what's the minimum deposit needed to secure a mortgage?

    ๐Ÿ‘‰๐Ÿฟ how much $ will children affect my borrowing capacity?

    ๐Ÿ‘‰๐Ÿป can I spend money between getting my pre-approval and full approval?


    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.

  • Glen's latest book 'The Quick Start-Guide to Investing' is available here: https://amzn.to/3QNNrbv


    So you want to invest like a pro, soldier? Here are 5 top tips to get invested and stay invested.


    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.


    money money money & 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 special guest Laura Henshaw, co-founder and CEO of Kic App shares her story around money, learnings from her career & business journey and why she's so passionate about empowering people with wellness tools that focus on feeling good rather than looking good.


    Glen's latest book 'The Quick Start-Guide to Investing' is available here:  https://amzn.to/3QNNrbv


    Download the KIC app and use promo code 'MMM' to get 1 month free: https://kicapp.com T&Cs. Offer only available for new and returning users of Kic until 30th October 2024. The discount applies to the first subscription period of your membership.โ€จ


    You can also find ๐ŸŽง KICPOD 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.


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


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

  • In today's Q&A Glen, John from this is property and Vince Scully from Life Sherpa chat about:


    ๐Ÿ‘‰๐Ÿพ are interest rates expected to increase?

    ๐Ÿ‘‰๐Ÿฟ the costs of owning an investment property in strata

    ๐Ÿ‘‰๐Ÿฝ how much should you have in your offset account

    ๐Ÿ‘‰๐Ÿผ emergency funds - how much and where to keep it

    ๐Ÿ‘‰๐Ÿป withdrawing FHSS funds for other purposes if you change your mind

    ๐Ÿ‘‰ reportable fringe benefits

    ๐Ÿ‘‰๐Ÿผ and the cost of living


    Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here


    Glen's latest book 'The Quick Start-Guide to Investing' is available here: https://amzn.to/3QNNrbv


    Book a clarity call with John 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.


    this is money & 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.

  • Over the coming decades, almost $5 trillion in assets is expected to be passed down from the Baby Boomer generation to younger Aussies. That's a lot of inheritances! In today's episode Glen chats with financial advisers Martin McGrath and James Millard about what this intergenerational wealth transfer means. They touch on:


    ๐Ÿ‘‰ ways that older generations can help their adult children

    ๐Ÿ‘‰๐Ÿผ gifting rules for individuals who receive the age pension or part pension 

    ๐Ÿ‘‰๐Ÿฝ is there an inheritance tax?

    ๐Ÿ‘‰๐Ÿพ considerations for receiving an inheritance 


     ๐Ÿ“˜ The Quick-Start Guide to Investing by Glen James & Nick Bradley: https://amzn.to/3QNNrbv

     ๐Ÿ“˜ Insufficient Funds by James Millard: https://amzn.to/4bR72iq


    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.


    this is money & 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.