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801b money, property and investing (with Frances Cook)
Today’s episode is all about the Kiwis! Glen chats with Francis Cook, a financial journalist from New Zealand, about her money story, transitioning into personal finance, and how Kiwis approach investing and retirement.
Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here
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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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the GXIQ quiz: are you smarter than the average Australian investor?
44:38||Season 9Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/Glen is joined by Marc Jocum, senior ETF strategist at Global X to talk about what Australians actually know about investing and why less experienced investors are taking more risk than they realise. They touch on:👉🏼 insights from the 2026 GXIQ Investor Scorecard👉🏾 diversification vs diworsification👉🏽 the 5 investor trends👉 why beginner investors are prioritising property👉🏿 IPO investing👉🏻 the gender confidence gap👉🏾 where are advanced investors getting their education from?👉🏼 what do the results of GXIQ Investor Knowledge Quiz teach us?👉 what Global X ETF investors are buying right nowThis episode is brought to you by Global X ETFs. Take the GXIQ Investor Knowledge Quiz: https://www.globalxetfs.com.au/gxiqmoney 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.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show🏡 Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
942b wwgd: young, living remote and on $240k, is this the life?
01:14:54||Season 9The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoHKiera* is 22 and works as a machine operator in remote Queensland. Her partner Jack* is 25, also a machine operator. Together they own a small home and would like to know: should they buy an investment property, a future PPOR, or just find a block of land and start building their dream acreage life?*Names have been changed for privacyGet the Glen James Spending Plan: https://education.moneypodcast.com.au/courses/the-glen-james-spending-planmoney 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.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show🏡 Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
942 investing in volatile markets, single stocks, gearing & what makes a successful investor
01:00:57||Season 9Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/Glen is joined by Scott Phillips, author & Chief Investment Officer at The Motley Fool Australia for a discussion about:👉🏼 what to do in volatile markets👉🏽 23-hour US trading - good or bad for retail investors?👉🏾 when does investing in single stocks make sense👉🏿 Scott's background & new book, The One Page Investing Plan👉🏻 traits of a successful investor👉 Glen and Scott's investing philosophies👉🏼 gearing - should you borrow to invest?Books mentioned:The One-Page Investing Plan: https://link.amazon/B02sxnn6s12 Months to Retire Right: https://link.amazon/B0ic8jHeFmoney 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.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show🏡 Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
941b wwgd: one spender, one saver, one household, but two money systems
54:00||Season 9The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoHLearn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/Matt is 31 and living in Cairns with his fiancée Sharni. He feels like he's living pay-to-pay as a self-confessed spender so Glen takes a look under the hood of Matt's money situation to figure out what's actually going on!Need a system to manage your money? Check out the Glen James Spending Planmoney 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.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show🏡 Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
941 buying with a sibling, 24-year-old earning $200k, Tesla tax strategy, super insurance trap + more
01:02:56||Season 9Glen and Vince Scully's new book, 12 Months to Retire Right is available for pre-order now: https://link.amazon/B07u9ZQgEIn this Q&A, Glen James is joined by Phil Thompson from Skye Wealth to discuss:👉🏼 a Skye Wealth insurance client case study👉🏽 why does Phil recommend an age 65 benefit period👉🏾 should I buy an apartment solo or buy a house with my brother?👉🏿 should I lease a Tesla Model Y to reduce my taxable income?👉🏻 community question: what do you wish you'd known before upsizing your home?👉 is this quote I received for financial advice reasonable?👉🏼 a 24yo earning over $200k - what would you invest in?Mentioned in the episode:Get our new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgESee how Skye Wealth can save you money on personal insurance: https://www.skye.com.au/client-savingsmoney 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.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show🏡 Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
940b wwgd: two investment properties, a Europe trip & should we buy in Melbourne?
01:10:16||Season 9The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoHLearn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/Rachel* and Jake* are 30 and 29, earning $320k combined with two investment properties and a Europe trip on the horizon. They're wondering whether to sell the investment properties to buy a home in Melbourne but they're keen to know what Glen would do.*Names changed for privacymoney 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.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show🏡 Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
940 sell $3.7m in property for ETFs, combining homes, moving to Sydney & early retirement income
59:38||Season 9Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgEIn today's Q&A, Glen, John and Rach discuss:👉🏼 should we sell our positively geared properties to invest in shares?👉🏽 can I get a joint loan with my partner to add an extension to my house if he is not on title?👉🏾 community discussion: have you ever had a good income but nothing to show for it?👉🏿 should we move from Brisbane to Sydney for lifestyle at the risk of missing potential property growth in Brissy?👉 wwyd? my plan is to quit full time work and live off investment income from age 45-60money 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.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show🏡 Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
939b AMA with GJ: rental ethics, money in relationships, speccy plays, how we make $ + more
46:59||Season 9Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgEAsk me anything! Glen answers your questions about: 👉🏼 ethics as a landlord and investor👉🏽 his hardest lesson learned👉🏾 managing and sharing money in relationships👉🏿 his business journey and how the pod makes money👉🏻 navigating inconsistent cashflow, hiring staff and deciding salaries👉 what he's invested in with his play money👉🏼 the mindset of being a small business owner👉🏽 changing careers to become a financial adviser👉🏾 succession planning for the businessMentioned in the episode:Attached by Amir Levine & Rachel Heller: https://link.amazon/B0bRDrWMlmoney 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.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show🏡 Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
939 stuck in a gym contract, SMSF & ETFs, estate planning for kids and land tax
55:02||Season 9Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgEIn today's Q&A, Glen, John and Rach chat about:👉🏼 a couple with $400k in SMSF wondering if they should invest in high growth ETFs👉🏽 I signed up to a 6 month PT membership that I no longer want. Should I pay the hefty break fee or ride it out?👉🏾 community segment: share your money rants with us!👉🏿 setting up your will to split shares between your kids👉🏻 do we have to pay land tax when we rent out our house?money 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.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show🏡 Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.