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638b life insurance myths + protecting you, your family & your income (life insurance deep dive Q&A)
In today's personal insurance deep dive, financial adviser Phil Thompson from Skye Wealth joins Glen on the show to explain the ins and outs of insurance and answer your burning questions! Glen and Phil unpack:
ππΎ the pitfalls of default insurance cover in super
ππΏ myths, misconceptions & benefits of setting up insurance through financial adviser
ππ» life insurance inside super vs outside super
π self employed and contract workers
ππΌ when should you review your insurance?
ππ½ can a loading or exclusion be removed?
ππΎ what happens when you change advisers?
ππΏ a successful $100k skin cancer claim case study
ππ» does a non working spouse need insurance?
π what happens if you have too many declines?
ππΌ is child cover necessary?
ππ½ when is insurance worth having?
ππΎ I'm single, do I need insurance?
ππΏ do you need to disclose if you've had a genetic test?
ππ» how much is the cost of insurance advice?
Check out the insurance webinar replays below for more info π
Beyond Super - Is the insurance in your super fund enough?
Young families & life insurance - what you need to know
Thanks to Global X for supporting our Thursday show! β¨ Learn more about their range of ETFs.
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, 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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903 wwgd: pay off car loan with emergency fund? + revisiting emergency funds (case study)
01:11:56||Season 9A few members of the community wondered if they should use their emergency fund to pay off their car loan or other debts. Glen James shares his view, unpacking the case studies step by step touching on:ππΌ the case studiesππΎ some comments and ideas from the communityππΏ some basic assumptions Glen has madeππ» Glen's options for what to do nextπ what Glen teaches about debt reduction & emergency fundsππΌ so what would Glen do?ππ½ pay off my debts using my $1k emergency savings? + emergency fund basicsWatch 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 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.
902b living, moving or want to retire overseas? investing, super and tax as an Aussie expat
53:44||Season 9Brett Evans, founder of Atlas Wealth, joins Glen to chat about all things expat! They touch on:ππΌ a little about Brett, his work in the expat spaceππ½ how does tax work while living and working overseas?ππΎ moving to Malta - how does this affect my age pension + tax?ππΏ if moving overseas for retirement, do you need to keep an Aussie bank account?ππ» living in Singapore but repatriating - sell my investment properties in Australia?π returning to Australia after 25 years, what do I prepare?ππΌ how to prepare a will while living overseasππ½ will you lose Centrelink benefits if you move overseas?ππΎ they address a quick listener case studyππΏ some quick rapid fire expat questionsCheck out Brett's book, The Expats Handbook: https://amzn.to/4pGmrsZCheck out Atlas Wealth: https://atlaswealth.com/au/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 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.
902 resetting after divorce, terminal illness & big money decisions, invest or buy a home + more
01:03:09||Season 9Glen and John tackle your questions, touching on:ππ» can I turn my PPOR into an investment property whilst in the fixed period?π keep investing in ETFs or buy a home?ππΌ pressing reset financially after divorce, buy a house or rent?ππ½ tips for drawing up a will after a terminal diagnosisWatch 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 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.
901b case study: an employee share scheme deep dive
44:17||Season 9It's not uncommon for employees of a business to be offered shares in the business they work for. Glen sits down and unpacks a real life case study of an employee who has been offered shares in their business, touching on:ππΎ the case study basicsππΏ details of the offer made to the employeeππ» why do company's typically offer employee share schemes?π what kind of returns could the employee expect?ππΌ share classes that are typically offered in these schemesππ½ exit rules and drag along provisionsππΎ ownership structure considerationsππΏ what risks does this person face?ππ» why would this person invest in this scheme?π why WOULDN'T this person invest in this scheme?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 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.
901 how to actually achieve your goals (money, investing, health)
51:06||Season 9Glen, John and Rachelle unpack the keys to making 2026 the year you achieve your goals. They touch on:π how Rachelle helped her partner achieve his goal of buying a new carππΌ John's fitness goals - how he's using Strava to set and achieve goalsππ½ SMART goals - what they are and how Glen adds to it (SMART-YO goals)Check out Glen's sound financial house here: https://www.moneypodcast.com.au/blog/glen-james-sound-financial-house-sort-your-money-outCheck out the Glen James Reset online course: https://education.moneypodcast.com.au/courses/2026resetSubscribe to the this is property show: https://www.youtube.com/@thisispropertySubscribe to the this is business show: https://www.youtube.com/@thisisbusiness_m3Atomic Habits by James Clear: https://amzn.to/49753Y6Read John's book, Sort Your Property Out & Build Your Future: https://amzn.to/45l7n9MWatch 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 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.
852b the 101 to financial & physical fitness (+ fat loss)
01:09:31||Season 8Happy New Year! Glen is joined by fitness coach and founder of New Strength gym, Nathan Mandeno, to chat about how you build your best life sustainably. The chat touches on:ππ» the biggest myth when trying to get things back on trackπ a bit about Nathan and what he does day to dayππΌ Nathan's health and fitness pyramid model + Glen's money hierarchy of needsππ½ how do people self sabotage themselves + what really works insteadDownload Nathan's PDF download: https://train.newstrength.com.au/fat-loss-acceleratorSubscribe to Nathan's podcast, The Newstrength WayπYouTube: https://www.youtube.com/channel/UCkxE-UFKS-08jEJj27xdFYAApple: https://podcasts.apple.com/au/podcast/the-newstrength-way/id1819837786Spotify: https://open.spotify.com/show/0s5AERdwFxgqvzdhLeZkgb?si=6a1b6292544944aaWatch 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 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.
852 becoming debt free, first homes, investing for the first time, health wins + more
32:59||Season 8Glen James and Rachelle Kroon celebrate your wins from 2025! Whether it's been getting out of debt, having babies, buying homes, investing or saving, you guys have done it this year. Congrats!Check out the Glen James Reset online course: https://education.moneypodcast.com.au/courses/2026resetSubscribe to this is property: https://www.youtube.com/@thisispropertySubscribe 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 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.
851b Merry Christmas!
10:15||Season 8A Christmas Day message to say thanks for listening and hear a few laughs from the next generation of MMM listeners.Β 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 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.
851 swapping managed funds for ETFs, home upgrade options, caravan living to get ahead + more
56:47||Season 8Merry Christmas everyone! Glen James, Rachelle Kroon and John Pidgeon answer your questions, touching on:ο»ΏππΏ upgrading a PPOR - sell and buy at the same time?ππ» moving from managed funds to ETFs for the long term (case study)π what did you not realise was so expensive after becoming an adult?ππΌ 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 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.