money money money

In this my money story, Glen chats with Josh, a 34 year old listener transitioning from construction to financial services. Josh's story touches on selling his first home to fund his degree, balancing family life with full time study and the steps he's taken to make the move. This episode is a great example that career changes are possible if you’re willing to take action. 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.

In today's episode, guest hosts Jess Brady from Financially Fierce and John Pidgeon from this is property answer your questions, covering:👉🏾 Is there a way to calculate how much to salary package to pay off HECS?👉 considerations for sub-dividing or buying an investment property👉🏼 advice for using a $200k windfall towards goals👉🏽 keeping an inheritance safe for grandkids 🎧 Financially Fierce: everything you need to know before buying your first home (with Em Wallace) 👇Listen on Apple Podcast hereListen on Spotify hereHow to Subscribe to the Retire Right podcast (video): https://www.youtube.com/watch?v=DNDhMT2WJE4Thanks 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.

Managing an Airbnb or short-term rental sounds like easy cash, but what about the tax side of things? In this episode, Glen and accountant-turned-money-coach Erin Davis break down everything you need to know about tax obligations, record keeping, and even the CGT implications for short-term rentals. Erin also shares her journey from a decades-long career in accounting to empowering women in business with financial confidence through money coaching. The touch on:👉🏻 income from short-term rentals - what you need to declare👉 record-keeping tips to avoid ATO headaches👉🏾 calculating deductions for Airbnb income👉🏽 how renting a room impacts your CGT exemption👉🏿 the six-year rule for principal place of residence👉🏼 what to do before renting part of your propertyCheck out Erin's podcast, The Erin Davis Show wherever you're listening to this podcast.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.

Let's talk life insurance! Financial adviser Phil Thompson from Skye Wealth joins Glen on this episode to answer all your spicy questions including:👉🏻 can insurance companies ask you to do a genetic test?👉 how do insurers consider vaping and recreational drugs?👉🏼 help! I lost my insurance cover when I switched super funds👉🏾 can I get insurance if I’m terminally ill?👉🏿 why you shouldn’t move insurers regularly 👉🏽 trying to apply for cover while investigating a health concern👉🏻 getting exclusions or loadings removed👉 can I reapply for cover if I've been denied in the past👉🏼 stepped vs level premiums and are level premiums a scam?👉🏽 getting cover with pre-existing conditions👉🏾 life insurance for childrenThanks to Skye Wealth for supporting this episode! Connect with the Skye Wealth team here📒 Sort Your Career Out & Make More Money by Shelley Johnson & Glen James: https://amzn.to/3B1rQaBWe 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.

In today’s episode Glen chats with Jane* about her financial, career, and living situation, exploring the exciting options ahead. From a potential career pivot into the arts to a $90k boost from nan to help her and her sisters enter the property market, Jane has some big decisions to make. *Name changed for anonymity.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.

In today's episode Glen and Vince Scully from Life Sherpa discuss:👉🏿 proposed Government changes to reduce student loans👉🏻 choosing the best super fund for you👉 default insurance within super👉🏼 and buying ETFs within superThanks 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.

In today's chat, Rachelle Kroon from Sphere Home Loans joins Glen to answer all your questions touching on:👉🏾 benefit of using a broker vs direct to bank👉🏿 will a mortgage broker help someone get a loan under $250k?👉🏻 how much does having a child impact borrowing capacity?👉 borrowing capacity upon returning from mat leave 👉🏼 using equity to buy a new PPOR👉🏽 what after-settlement service can you expect from brokers?👉🏾 renovation loans👉🏿 financial hardship assistance & impact on refinancing👉🏻 how does applying for lending impact your credit score?👉 do mortgage brokers get kickbacks from developers?👉🏼 building a granny flat on your propertyThanks to Sphere Home Loans for supporting this episode! 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.

In today's Q&A Glen and John talk about:👉🏻 are flights to check on your investment property tax deductible?👉 financial implications for turning your home into an investment👉🏼 do you need to pay tax on financial gifts from overseas?👉🏽 investment platforms & brokerage fees👉🏾 the VAP and VSO ETFsThanks 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.

Tayla is 27 and wants to know what it will take to purchase her first home on the NSW Central Coast. In this live clarity call, John Pidgeon from this is property and mortgage broker Genevieve Fordham from Sphere Home Loans help Tayla crunch the numbers to figure out what she can afford to buy as either a first home or investment property.Want clarity on your property situation? Book a clarity call with John hereCheck out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.comThanks to Sphere Home Loans for supporting this episode! 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.