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850b financial advice case study unpacked with Sufficient Funds

Season 8
โ€ข

Financial adviser James Millard joins Glen to do a full strategic breakdown of the 849b case study - the young Brisbane family juggling a mortgage, kids, a credit card, a possible inheritance and a whole lot of financial stress. James takes the time to walk through:


๐Ÿ‘‰๐Ÿพ the real questions heโ€™d ask

๐Ÿ‘‰๐Ÿฟ assumptions heโ€™d test about income, kids, cashflow & spending

๐Ÿ‘‰๐Ÿป the strategy

๐Ÿ‘‰ the four-stack framework he uses with clients

๐Ÿ‘‰๐Ÿฝ the value of the advice


James is a financial adviser at Sufficient Funds: https://sufficientfunds.com.au/


Watch this episode on Youtube here: https://youtu.be/r9hCFBMWysY


Watch money money money on Youtube: https://www.youtube.com/@m3.podcast


Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store


money money money is proudly supported by Sphere Home Loans and Skye Wealth.

Need a mortgage broker? Check out https://www.spherehomeloans.com.au

Need to review your personal insurances? Head to https://skye.com.au


We hate email spam so we donโ€™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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