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741 market cycles, investment bonds, how to save money on A/C installations, growth vs dividend investing + more
In today's Q&A, Glen and financial adviser James Millard talk about:
👉🏿 how are capital gains taxed on investment bonds?
👉🏻 what part of the market cycle are we in?
👉 changing mortgage brokers & clawbacks
👉🏼 tips to save money on aircon installation
👉🏽 pivoting from growth investing to dividend investing
📘 Insufficient Funds by James Millard: https://amzn.to/3Y7UTSP
📘 The Quick-Start Guide to Investing by Glen James & Nick Bradley: https://amzn.to/3XMSmMw
Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? 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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01:05:38|805b The Glen James Wealth Steps (how to build your financial life step-by-step)
26:18||Season 8Want a clear, step-by-step game plan for building wealth and a secure financial future? In today's episode Glen breaks down his Wealth Steps framework to help you build the life you want, one step at a time. He explains the four stages:👉🏿 the foundations👉🏻 getting established👉 living life on your own terms👉🏼 and investing for your futureDownload Glen's free Wealth Steps PDF hereCheck out the free Glen James Reset course hereWatch this episode on YouTube here and follow us @m3.podcastListen to the Emergency fund refresher episode here - Apple | SpotifyThanks 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 451289.805 inflation, interest rates, trade, tariffs, housing crisis + more (what does this economist say?)
48:22||Season 8Inflation, interest rates, the housing crisis...what’s really going on? Glen sits down with Brian Parker, Chief Economist at Australian Retirement Trust, to get his thoughts on the state of our economy. Plus, Brian shares his take on what he’d fix first if he were running the economy. They chat about:👉🏻 what’s actually happening with inflation and interest rates👉 whether wages are keeping up or if we’re all falling behind👉🏼 the housing crisis - is it really just about supply?👉🏽 trade, tariffs, and why they matter to your wallet👉🏾 whether we're heading for a recessionThanks 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 451289804b mms: Jane is a 51yo single mum to an 8yo and this is her money story
35:18||Season 8Jane’s* been part of our community for a while, and today, she’s sharing her money story. At 51, she’s a single mum, a homeowner, and on a mission to retire in the next decade! Jane shares:👉 how she paid off her mortgage in 13 years👉🏾 juggling full-time work and raising her son solo👉🏿 how she saved and invested while planning her next home upgrade👉🏼 what she’s teaching her 8-year-old about money👉🏾 her biggest financial wins and regrets*Name changed for privacyHit your goals this year with the free Glen James Reset courseThanks 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 451289.804 stop doing this when it comes to goals + emergency fund refresher
45:15||Season 8In today's episode Glen and Jess Brady, host of Financially Fierce chat about why most goal setting fails and what you can do to actually stick to your plans this year. They also break down emergency funds—why they’re a big deal, how much you really need, and where to stash it. They chat about:👉🏾 stop doing this with your goals (it’s holding you back)👉🏻 setting goals that are challenging but not impossible👉🏿 why an emergency fund is a total game changer👉 how much cash you actually need in your fund👉🏼the best places to park your emergency stash👉🏽 avoiding the guilt trap when using your emergency fundHit your goals in 2025, check out the free Glen James reset course hereCheck out Jess's Greenhouse Money Growing Program hereNeed a system to manage your money? Check out the free Glen James Spending PlanThanks 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 451289.803b we packed up the kids and hit the road: our caravan adventure across Australia
46:48||Season 8Ever dreamt of hitting the road and exploring Australia? In today's episode, Glen chats with Retire Right cohost, Martin McGrath who shares how he and his young family turned that dream into reality... twice! Martin shares his top tips, lessons learned, and what it really costs to caravan across the country, including:👉🏾 the planning process: from gear to finances👉🏻 budgeting for the big trip (and cutting costs)👉 how they handled work, school, and life on the road👉🏽 unexpected challenges (and funny moments!)👉🏿 the gear you actually need vs. what you don’t👉🏻 insider tips for choosing the right caravan setup👉🏽 favourite stops and hidden gems along the journey👉 managing kids and keeping them entertainedCheck out the bonus caravanning Q&A on Retire Right this Friday!Thanks 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 451289.803 John & Glen got a property together (price, expenses, profit breakdown + more!)
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