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734b economic update (inflation, housing, investing, interest rates)
'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 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.
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814b what does a buyer's agent really do, how much do they cost & red flags to watch for
40:33||Season 8Thinking of using a buyer’s agent or advocate to buy your next property? Glen sits down with John Pidgeon to unpack what they actually do, what you should expect to pay and how to avoid dodgy operators. They touch on:👉🏾 the importance of working with a strategic BA👉🏿 flat fee vs percentage pricing👉🏻 what the property buying process looks like👉 signs a buyer’s advocate might not be legit👉🏼 why boots on the ground still matterLearn more about John's buyer's advocate service here: https://www.envisageproperty.com.au/John's book, Sort Your Property Out & Build Your Future is available at: sortyourpropertyout.comThanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe 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 451289.814 micro financial strategies, regional property dilemma, self-employed trying to get a mortgage + more
56:23||Season 8In today's episode Glen and John share some strategies and answer your questions, touching on:👉🏻 mini-strategies to win with money👉 the worst price hikes in Australia👉🏼 a property investment opportunity with 2 houses on the title👉🏽 should you lower your small business tax liability to get a loan?Check out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.comWe 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.S&P500 & ASX200 tank: what to do with your investments and super
01:04:12||Season 8Stop! Don't panic! I ask you to pause and step back and not do anything out of fear when it comes to investing and your superannuation.Episode on YouTube with presentation: https://youtu.be/xHNAhZrtBNE?si=dQHe3-9tjw52NyOOPerth Live Show tickets: https://www.eventbrite.com/e/m3-live-in-perth-tickets-1295263831989John's Property Masterclass in Perth: https://events.humanitix.com/perth-property-workshop-25The Quick-Start Guide to Investing (book): https://amzn.to/4iQ9qua=============================We 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 451289.813b making a slow career change: juggling parenthood, study & work (Aimee's story)
38:31||Season 8In today's episode, Glen chats with Aimee from Skye Wealth, a partner of the show. Aimee’s career journey began in managing a McDonald's restaurant but over a number of years and roles she's transitioned into the financial services industry. She opens up about her unique story, sharing:👉🏻 her transition from managing a McDonald's restaurant, to a government job, to becoming a provisional financial adviser👉 the challenges and strategies of balancing study, work, and raising two young kids👉🏾 the ups and downs of knocking down and rebuilding her first home, before also building a new home while living in a caravanThanks to Skye Wealth for supporting our Thursday show! Learn more and connect with the team hereWe 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 451289.813 I'm 30yo and inherited $850k after my mum passed away
56:26||Season 8In today's episode Glen and John dive into a listener’s real-life situation: she’s 30 years old and just inherited $850k after the tragic passing of her mum. What should she do with it? Thanks Megan (not her real name) for sharing your story with us! They chat about:👉🏾 inheritance options: property, super or shares?👉🏿 buying a home with cash vs keeping flexibility👉🏻 protecting the money in a relationship & how to use a BFA (prenup)👉 the emotional side of sudden wealth👉🏼 why waiting 12 months might be the smartest move👉🏽 impacts on dad’s centrelink and tax considerations👉🏾 potential super strategies using contribution caps👉🏿 factoring in lifestyle choices👉🏻 building financial securityRetire Right episode mentioned in the chat:🎧 307 here is a good way to F up money (family loans + estate planning case study)Glen & John are headed to Perth for a live podcast recording! Get tickets here: https://mmm_perth_2025.eventbrite.comThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe 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.how I got invited as one of the 13 influencers to the Federal Budget: I spill the tea! (YouTube audio)
01:06:10||Season 8Niche & nerdy content warning!!!!Many of you loved the behind the scenes recordings in the second half of the budget episode earlier this week.I catch up with Kayla Malss, who is in town to record "this is business" podcast episodes with me on how I got invited to the federal budget lockup and gained unprecedented access to ministers during and after lockup. This is an audio extract of the full episode that's on YouTube, which can be found here: https://www.youtube.com/watch?v=7G9u700DdO8&t=28s812b mms: losing a job in radio, getting spendy on brands + investing for the future (with Mitch Churi)
58:54||Season 8Mitch Churi is a radio presenter, podcaster & comedian, and in this chat he shares a little about his life and money with Glen. The chat touches on:👉🏾 spending and savings habits👉🏿 building passive income👉🏻 money mindset👉 what it's like being made redundant from media👉🏼 relationships and money👉🏽 investments including super and property👉🏾 mental healthFollow Mitch on Instagram: https://www.instagram.com/mitchchuri/?hl=enThanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe 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 451289.2025-2026 Federal Budget chat (with economist Mike Read) + BTS of the lockup
01:02:22||Season 8Michael Read is the Financial Review's economics correspondent, reporting from the federal press gallery at Parliament House. He was previously an economist at the Reserve Bank of Australia and at UBS.We 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 451289.812 gifting cars & money to adult kids, life insurance & moving OS, upgrade PPOR or invest + more
52:26||Season 8Glen and financial adviser Phil Thompson answer your questions! In this chat they touch on:👉🏾 gifting cars to kids vs setting up a loan vs making them save👉🏿 whether life insurances are worth it if you're moving OS👉🏻 how to become a financial adviser👉 upgrading your PPOR vs investingLearn more about Skye Wealth at https://www.skye.com.auListen to the episode on Aimee's story from Skye Wealth here: Apple | SpotifyThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe 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.