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  • 851b Merry Christmas!

    10:15||Season 8
    A Christmas Day message to say thanks for listening and hear a few laughs from the next generation of MMM listeners.ย Thanks for being here!Watch money money money on Youtube: https://www.youtube.com/@m3.podcastLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe 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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  • 851 swapping managed funds for ETFs, home upgrade options, caravan living to get ahead + more

    56:47||Season 8
    Merry Christmas everyone! Glen James, Rachelle Kroon and John Pidgeon answer your questions, touching on:๏ปฟ๐Ÿ‘‰๐Ÿฟ upgrading a PPOR - sell and buy at the same time?๐Ÿ‘‰๐Ÿป moving from managed funds to ETFs for the long term (case study)๐Ÿ‘‰ what did you not realise was so expensive after becoming an adult?๐Ÿ‘‰๐Ÿผ keep living in a caravan to get ahead?Subscribe to this is property: https://www.youtube.com/@thisispropertyCheck out the Glen James Reset online course: https://education.moneypodcast.com.au/courses/2026resetWatch money money money on Youtube: https://www.youtube.com/@m3.podcastLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe 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.
  • 850b financial advice case study unpacked with Sufficient Funds

    45:22||Season 8
    Financial adviser James Millard joins Glen to do a full strategic breakdown of the 849b case study - the young Brisbane family juggling a mortgage, kids, a credit card, a possible inheritance and a whole lot of financial stress. James takes the time to walk through:๐Ÿ‘‰๐Ÿพ the real questions heโ€™d ask๐Ÿ‘‰๐Ÿฟ assumptions heโ€™d test about income, kids, cashflow & spending๐Ÿ‘‰๐Ÿป the strategy๐Ÿ‘‰ the four-stack framework he uses with clients๐Ÿ‘‰๐Ÿฝ the value of the adviceJames is a financial adviser at Sufficient Funds: https://sufficientfunds.com.au/Watch this episode on Youtube here: https://youtu.be/r9hCFBMWysYWatch money money money on Youtube: https://www.youtube.com/@m3.podcastLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe 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.
  • 850 sell or keep a car, switch VDHG for VDAL, pre-auction offers + more

    40:41||Season 8
    Glen sits down solo and answers your questions! He touches on:๐Ÿ‘‰๐Ÿฟ income protection exclusions for a bad ankle๐Ÿ‘‰๐Ÿป budgeting for Christmas - help!๐Ÿ‘‰ car dilemma - repair or sell?๐Ÿ‘‰๐Ÿผ VDHG tax fears - move to VDAL?๐Ÿ‘‰๐Ÿฝ are pre-auction offers worth it?Subscribe to this is investing: www.youtube.com/@thisisinvestingWatch money money money on Youtube: https://www.youtube.com/@m3.podcastLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe 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.
  • 849b financial advice case study & the ultimate money trivia (live from our studio launch)

    55:45||Season 8
    Recorded live at our Newcastle podcast studio launch, today's episode is a little different to usual. Glen brings some advisers & property experts on stage to weigh in on a young family's financial case study followed by some quick fire money trivia in the second half with listeners, Alec, Toby, Gina and Yolanda.Check out the adviser deep dives into the case study below!James Millard from Sufficient Funds: https://youtu.be/r9hCFBMWysYScott Taylor from Everest Wealth: https://youtu.be/O_OibQE0rc8Check out Behind The Barcode podcast series here: https://bwaa.co/mmm-podcastAnd the Baptist World Aid Ethical Fashion Guide: https://baptistworldaid.org.au/resources/ethical-fashion-guide/Watch money money money on Youtube: https://www.youtube.com/@m3.podcastLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe 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.
  • 849 APRA lending changes, investing for kids, investment vs sell dilemma + more

    46:37||Season 8
    John Pidgeon and Rachelle Kroon from this is property join Glen on today's show to break down APRAโ€™s new debt-to-income ratio (DTI) lending changes coming February 2026 and some community questions.๐Ÿ‘‰๐Ÿพ how to answer โ€œwhatโ€™s your expected salary?โ€ for a new role๐Ÿ‘‰๐Ÿฟ what APRAโ€™s DTI rules really mean and who will be affected๐Ÿ‘‰๐Ÿป navigating financial hardship & support options๐Ÿ‘‰ investing for kids and teens (check out our blog post below)๐Ÿ‘‰๐Ÿผ smarter to sell or keep as an investment when upgrading the family home?6 ways to invest for kids: https://www.moneypodcast.com.au/blog/investment-for-kids-6-ways-to-invest-for-your-kidsWatch money money money on Youtube: https://www.youtube.com/@m3.podcastLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe 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.
  • 848b long-term investing, pay off the mortgage vs invest, fun buckets and life seasons + more

    49:13||Season 8
    Glen sits down with financial advisers Dawn Thomas and Michelle Flanagan for a candid chat about careers, women in leadership, money habits + some quickfire investing questions.๐Ÿ‘‰๐Ÿพ Michelle's instrumental role in Glen's career๐Ÿ‘‰๐Ÿฟ Michelle's path into financial advice and entering a male dominated industry๐Ÿ‘‰๐Ÿป Dawnโ€™s path into financial advice๐Ÿ‘‰ leadership styles ๐Ÿ‘‰๐Ÿผ what do Glen, Michelle and Dawn do with their money?๐Ÿ‘‰๐Ÿฝ what makes a successful investor?๐Ÿ‘‰๐Ÿพ invest inside or outside of super and why?๐Ÿ‘‰๐Ÿฟ invest or pay down the mortgage?๐Ÿ‘‰๐Ÿป what's your definition of success and have you achieved it?๐Ÿ‘‰ whatโ€™s one line that should be on your tombstone?๐Ÿ‘‰๐Ÿผ what's been your best investment to date?๐Ÿ‘‰๐Ÿฝ Dawn and Michelle's parting tips about making sure your super is set up correctly & the value of adviceLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe 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.