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cover art for focus friday πŸ”Ž early 30s, newly single and seeking a financial health check

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focus friday πŸ”Ž early 30s, newly single and seeking a financial health check

Season 6
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Sandra's had a lot of change in her life over the last few years and is keen to know if she's on the right track with her finances. In this focus session Glen reviews Sandra's sound financial house and provides her with some direction towards her goals.


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To get help, and to check out our online courses, 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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  • 908 insurance Q&A: do I need it, mental health, inside vs outside super + more

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    In today's insurance Q&A Glen is joined by Phil Thompson from Skye Wealth to answer all your questions! They touch on:πŸ‘‰πŸΌ the process of working with an adviser to get insuranceπŸ‘‰πŸ½ when does price enter the chat?πŸ‘‰πŸΎ mental health & exclusions explainedπŸ‘‰πŸΏ when & how often should I review my cover?πŸ‘‰πŸ» do I need it if I don't have dependents?πŸ‘‰ how much cover do I need?πŸ‘‰πŸΌ holding insurance inside vs outside of superπŸ‘‰πŸ½ child cover explainedΒ πŸ‘‰πŸΎ when can I cancel insurance altogether?πŸ‘‰ can I have insurance with multiple insurers?Want to be a guest on the show? Apply here! https://www.moneypodcast.com.au/apply-to-come-on-the-showWatch 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 don’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.
  • 907b Glen is interviewed about investing, logic vs. behaviour, how to get started + more

    50:59||Season 9
    To mix things up a bit friend of the show and financial adviser, Dawn Thomas, interviewed Glen about his investing book, The Quick-Start Guide To Investing. They touch on:πŸ‘‰πŸΌ why Glen focuses on why you're investing before you startπŸ‘‰πŸ½ why your career is so important as an assetπŸ‘‰πŸΎ why foundations matter so much before you investπŸ‘‰πŸΏ the concepts of rich vs wealthyCheck out Dawn's podcast: Spotify | Apple PodcastsCheckout Glen's unofficial income guide: https://moneymoneymoney.typeform.com/income-guideCheck out Sort Your Career Out & Make More Money: https://amzn.to/3kXWjy2Want to be a guest on the show? Apply here! https://www.moneypodcast.com.au/apply-to-come-on-the-showWatch 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 don’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.
  • 907 taking adult kids off health insurance, savings vs offset, pay mortgage off early + more

    51:42||Season 9
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  • 906b wwgd: single mum Chrissy wants to maximise her cash while living remotely

    43:25||Season 9
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    01:00:24||Season 9
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  • LET'S CHAT interest rate increase & government leak: changes to property CGT discounts in May?

    38:49||Season 9
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  • 905 $450k after selling an IP, grow wealth without property, burnt out in nursing + more

    01:00:56||Season 9
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  • 904b when to sell shares, dying with zero, is Aus property really safe + more (campfire chat)

    02:09:50||Season 9
    Glen and Vince take a seat by the fire, munch on some marshmallows and answer your investing/money/economic questions in a campfire chat! They touch on:πŸ‘‰πŸΌ when do you sell shares or ETFs that have performed well?πŸ‘‰πŸ½ invest in shares or focus on mortgage offset - implications over 10/15 years?πŸ‘‰πŸΎ dying with zero - what do Glen and Vince think of this concept?πŸ‘‰πŸΏ joint investment accounts with a partner, worthwhile?πŸ‘‰πŸ» what's a 3-year investing plan for a 30 year old?πŸ‘‰ why is gearing in shares not as popular as property?πŸ‘‰πŸΌ the perceived ETF bubble - is it a thing?πŸ‘‰πŸ½ what is modern monetary theory?πŸ‘‰πŸΎ is property in Australia really "safe as houses"?πŸ‘‰πŸΏ Life Sherpa Invest portfolio returnsCheck out Life Sherpa Invest: https://lifesherpa.com.au/investSubscribe to this is investing: https://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 don’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.