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  • 747b wwgd: Jane's Nan has offered $90k to help buy a property

    53:52||Season 7
    In todayโ€™s episode Glen chats with Jane* about her financial, career, and living situation, exploring the exciting options ahead. From a potential career pivot into the arts to a $90k boost from nan to help her and her sisters enter the property market, Jane has some big decisions to make. *Name changed for anonymity.Thanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe 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.

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  • 747 potential HELP debt changes, choosing the best super fund, ETFs inside super + the life insurance in super scandal

    01:10:46||Season 7
    In today's episode Glen and Vince Scully from Life Sherpa discuss:๐Ÿ‘‰๐Ÿฟ proposed Government changes to reduce student loans๐Ÿ‘‰๐Ÿป choosing the best super fund for you๐Ÿ‘‰ default insurance within super๐Ÿ‘‰๐Ÿผ and buying ETFs within superThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe 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.
  • 746b mortgage broker Q&A (turning your PPOR into an investment, renovation loans, kids & borrowing capacity + more)

    01:00:44||Season 7
    In today's chat, Rachelle Kroon from Sphere Home Loans joins Glen to answer all your questions touching on:๐Ÿ‘‰๐Ÿพ benefit of using a broker vs direct to bank๐Ÿ‘‰๐Ÿฟ will a mortgage broker help someone get a loan under $250k?๐Ÿ‘‰๐Ÿป how much does having a child impact borrowing capacity?๐Ÿ‘‰ borrowing capacity upon returning from mat leaveย ๐Ÿ‘‰๐Ÿผ using equity to buy a new PPOR๐Ÿ‘‰๐Ÿฝ what after-settlement service can you expect from brokers?๐Ÿ‘‰๐Ÿพ renovation loans๐Ÿ‘‰๐Ÿฟ financial hardship assistance & impact on refinancing๐Ÿ‘‰๐Ÿป how does applying for lending impact your credit score?๐Ÿ‘‰ do mortgage brokers get kickbacks from developers?๐Ÿ‘‰๐Ÿผ building a granny flat on your propertyThanks to Sphere Home Loans for supporting this episode! Need a mortgage broker? Connect with the team hereWe 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.
  • 746 financial gifts in Australia, making your house an investment property, brokerage account fees + active vs passive

    57:25||Season 7
    In today's Q&A Glen and John talk about:๐Ÿ‘‰๐Ÿป are flights to check on your investment property tax deductible?๐Ÿ‘‰ financial implications for turning your home into an investment๐Ÿ‘‰๐Ÿผ do you need to pay tax on financial gifts from overseas?๐Ÿ‘‰๐Ÿฝ investment platforms & brokerage fees๐Ÿ‘‰๐Ÿพ the VAP and VSO ETFsThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe 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.
  • 745b buying my first home or investment property (clarity call with Tayla)

    41:05||Season 7
    Tayla is 27 and wants to know what it will take to purchase her first home on the NSW Central Coast. In this live clarity call, John Pidgeon from this is property and mortgage broker Genevieve Fordham from Sphere Home Loans help Tayla crunch the numbers to figure out what she can afford to buy as either a first home or investment property.Want clarity on your property situation? Book a clarity call with John hereCheck out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.comThanks to Sphere Home Loans for supporting this episode! Need a mortgage broker? Connect with the team hereWe 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.
  • 745 the $1 rule, and 43 other easy ways to be better with money

    56:59||Season 7
    Improving your money doesn't have to be complicated! In this episode Glen and Lucy Dean, wealth reporter at the Australian Financial Review, share a ton of easy money tips and hacks from the experts to help you save money, spend smarter and build wealth.Prefer reading? Check out Lucy's article here (you'll need an AFR subscription): https://bit.ly/40rf5k4Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe 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.
  • 744b wwgd: Megan is 27, newly married and wants career guidance + a financial health check

    49:11||Season 7
    In this episode of "what would Glen do", Megan asks for a review of her finances to know if she's on the right track and some advice on her next career move to increase her salary.Thanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe 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.