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my millennial money
retire right podcast launch: buying property with an older parent
Season 6
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Our Retire Right podcast has officially launched with weekly episodes, woohoo! Head on over and subscribe and pass on the podcast to anyone who needs it. In today's bonus episode retirement adviser, Martin McGrath and Glen discuss a case study around buying property with an older parent and what implications it may have on accessing the aged pension.
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retire right is produced by SYMO interactive, home of my millennial money.
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648b all your low cost, fun & creative Christmas gift ideas
47:10Here's the Christmas giving inspo you didn't know you needed! Glen reads ideas from the community. Check them all out here.Here's The Office notebook Glen mentions: https://amzn.to/3N73xuNLearn more about Convert Kit here: https://convertkit.com/Thanks to Global X for supporting our Thursday show! ✨Learn more about their range of ETFs.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, 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 451289.648 financial adviser green flags, upsize house now or wait, choosing ETFs + more
46:51In today's Q&A Glen and John discuss questions from the community about:👉🏾 how to find a financial adviser that's right for you👉🏿 upsizing in a heated market - should you do it now or wait?👉🏻 is it worth renting by yourself if it costs 40% of your income?👉🏼 building an investing portfolio and choosing ETFs👉🏽 investment property strategy👉 do you need to pay HECs on rental income?Mentioned in the episode:Global X's Australian ETFs landscape report🎧 646 how to create an investing strategy🎧 the cost & accessibility of financial advice in Australia with FAAA CEO Sarah AboodCheck out our upcoming digital workshops hereThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereTo get help, and to check out our online courses, 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 451289.647b apartments for first home buyers
01:18:22Emily Wallace from my millennial property unpacks everything to consider when buying an apartment as your first home. She covers:👉🏾 the pros and cons of apartment living👉🏿 what makes a great apartment👉🏻 features to be aware of such as size, lift ratio, ability to add heating and cooling👉 associated costs👉🏼 how to work out if buying an apartment aligns with your goals👉🏽 plus a Q&A at the endWatch the webinar replay hereCheck out Emily's online course, Buying Your First HomeThanks to Global X for supporting our Thursday show! ✨ Learn more about their range of ETFs.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, 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 451289.647 are you financially on track? here are the signs to look for
01:05:06Take this episode as your financial health check! Glen and Sarah each share 10 markers you can use to measure how you're tracking financially.Check them out on our Instagram or get our downloadable PDF here.Need a way to manage your money? Get the Glen James Spending Plan for FREE🎧 Listen: 646b how to shop ethically and sustainably during a cost of living crisisCheck out Glen's books mentioned in the episodeCheck out our upcoming digital workshopsThanks 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, 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.bold mood (starting a biz on the side, attracting new clients, personal branding + more)
01:30:19Today's small business in the spotlight is Bold Mood and we're chatting with founder, Abbey Naylor! While helping recruiters build their personal brand in her full time job Abbey saw an opportunity to drop back to part time and start her own business on the side as a LinkedIn personal brand coach. The chat touches on:👉🏻 Abbey's story and work👉 the power of building your personal brand and LinkedIn 👉🏼 balancing the employee mindset vs entrepreneur mindset👉🏽 is starting a podcast a good strategy?👉🏾 business strategy vs tactics👉🏿 scaling your biz and getting new clients👉🏻 using your centres of influence to grow sales👉 balancing paying yourself vs re-investing into your bizFollow Bold Mood on InstagramConnect with Abbey on LinkedInWe 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, 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 451289.646b how to shop ethically and sustainably during a cost of living crisis
49:20Think about the brands you buy, do you know which ones are protecting workers and the environment? In today's episode Sarah chats with Sarah Knop the National Engagement Manager for Advocacy at Baptist World Aid about how we can make more ethical purchasing decisions and contribute to a safer and more sustainable world. She touches on:👉🏼 insights from the 2023 Ethical Consumer Report👉 ways to shop more ethically and sustainably👉🏾 tools and resources to help you make more informed purchasing decisions👉🏿 the biggest barriers people face to shopping ethically👉🏻 what to look for when assessing a brand on their ethics and sustainabilityResources mentioned in the chat:How ethical are Aussie shoppers? Read the Australian Ethical Consumer Report to find outUse Baptist World Aid's Speak Out to Brands tool to demand betterFind out how your favourite brands ranked in the Ethical Fashion Guide by Baptist World AidSee how chocolate brands rank on the Chocolate Scorecard by Be Slavery FreeLearn about the estimates of modern slavery for 160 countries with the Global Slavery Index by Walk FreeThanks to Global X for supporting our Thursday show! ✨Learn more about their range of ETFs.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, 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.the cost & accessibility of financial advice in Australia with FAAA CEO Sarah Abood
47:41In this bonus episode Glen and Sarah Abood, the CEO of Financial Advice Association Australia discuss the Quality of Advice Review which aims to improve the accessibility and affordability of quality financial advice in Australia.To get help, and to check out our online courses, 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 451289.646 how to create an investing strategy
01:15:21In today's episode Glen and John chat about the 7 steps to building an investing strategy that's right for you. They touch on:👉🏾 your "why" and your goals👉🏿 your financial foundations👉🏻 your investment timeline👉 selecting the right structure and investment type👉🏼 and reviewing your strategy every 6-12 monthsMentioned in the episode: 631b investing for kids (the 6 ways) part 1631c investing for kids (the FAQs) part 2Pre-order Sort Your Property Out & Build Your Future here! Get your tickets to our exclusive Welcome to Summer party here Check out our upcoming digital workshops hereThanks 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, 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 451289.645b mms: making assistive tech more affordable & accessible after a spinal cord injury (Jacob's story)
47:31In today's episode, Sarah chats with Jacob Darkin the founder of AT2ME, who's on a mission to help people with disabilities and the aged community to access much needed specialised equipment. In this inspiring chat Jacob shares how this mission was born out of a personal experience with a spinal cord injury. The episode touches on:👉🏻 Jacob's time in hospital and how meeting others inspired him to create a marketplace for people to share and rent out assistive equipment👉 the challenges that people face in accessing equipment that they need👉🏼 his desire to foster community and connection through the platform👉🏾 the profound impact that mentors have had on his life👉🏿 and some ways that people can contribute to a more inclusive and accessible societyLearn more about AT2ME hereConnect with Jacob on LinkedInThanks to Global X for supporting our Thursday show! ✨ Learn more about their range of ETFs.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, 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.