Episodios

  • 817b mms: kids and career (parental leave, managing money + reshaping your career)
    Apr 30 2025

    In today's episode Glen chats with Genevieve from Sphere Home Loans about her real-life experience of starting and growing a family while navigating career changes. Genevieve and her partner have had two kids, stepped in and out of the workforce, and managed money every step of the way. They cover:


    👉🏾 preparing financially for parental leave

    👉🏿 superannuation splitting with your partner

    👉🏻 managing childcare costs

    👉 returning to work part-time

    👉🏼 mindset shifts around identity, career and motherhood

    👉🏽 tips for young families navigating similar transitions


    Thanks to Skye Wealth for supporting our Thursday show! 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.

    Hosted on Acast. See acast.com/privacy for more information.

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    46 m
  • 817 investing in the company you work for, CHESS vs non-CHESS brokers & money on first dates
    Apr 28 2025

    In today's episode Glen and financial adviser Jess Brady from Financially Fierce answer your money questions! They touch on:


    👉🏿 should you invest in the company you work for?

    👉🏻 CHESS vs non-CHESS sponsored share brokers and if it matters

    👉 would you talk about money on a first date?


    Subscribe to Financially Fierce here: https://www.moneypodcast.com.au/financially-fierce

    To check out Jess's Evergreen Money Growing Club or The Greenhouse Money Growing Program, click here.

    Here's the lotto win video mentioned in the chat: https://youtu.be/cAKqd86Nd4s?si=YNHx45hj8_P554vb

    Subscribe to this is business: https://www.moneypodcast.com.au/business

    Check out Glen's book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    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.

    Hosted on Acast. See acast.com/privacy for more information.

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    42 m
  • 816b the founder effect: investing in founder-led companies (Tesla, Meta, Amazon + more)
    Apr 23 2025

    What do Tesla, Meta and Amazon have in common? They’re founder-led, and that might just be their secret sauce. In this episode Glen chats with author and fund manager Lawrence Lam about the unique mindset founder-CEOs bring to the table, why psychological ownership matters and how to spot red flags in your portfolio. They unpack examples from Chemist Warehouse to Netflix and dig into Lawrence’s new book The Founder Effect, a must-read for investors looking to identify high-performing leadership.


    Check out 📘 The Founder Effect here: https://amzn.to/3Gy8jAV


    Thanks to Skye Wealth for supporting our Thursday show! 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.

    Hosted on Acast. See acast.com/privacy for more information.

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    44 m
  • 816 mortgage broker q&a (construction loans, pay monthly or weekly, offset accounts & 2% deposit scheme + more)
    Apr 21 2025

    ***This episode was recorded before the election announcements relating to the first home home buyer scheme proposed changes.


    In today's chat, Rach Kroon from Sphere Home Loans joins John on the pod to help answer your mortgage questions. They cover:


    👉🏾 monthly vs weekly repayments

    👉🏿 coming off a fixed rate

    👉🏻 should I use a guarantee scheme to have more money in the offset?

    👉 pay down mortgage or put the money in the offset?

    👉🏼 how construction loans work


    Check out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.com


    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.

    Hosted on Acast. See acast.com/privacy for more information.

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    34 m
  • 815b super, share markets & what you can do with economist Brian Parker
    Apr 16 2025

    ***Please note this was recorded on 10 April, 2025.


    Glen James is joined by Brian Parker, Chief Economist at Australian Retirement Trust, to discuss current market volatility and how to shape your mindset around it's behaviour. Their chat touches on:


    👉🏾 how long do economists expect this volatility to last?

    👉🏿 growth vs defensive assets, and how super funds diversify

    👉🏻 what exactly is a trade war?

    👉 how does global market volatility affect superannuation?

    👉🏼 should we be worried about our superannuation?


    Learn more about Australian Retirement Trust at http://art.com.au/


    This episode is sponsored.


    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.

    Hosted on Acast. See acast.com/privacy for more information.

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    48 m
  • 815 super is down, a couple’s money health check + US economy drama (+ Glen’s breakup story)
    Apr 14 2025

    ***Please note this episode was recorded in March, before the current trade war drama. In this episode, Glen and John answer your money questions and share a few personal stories too. Here's what's in store:


    👉🏾 should I change the way my super is invested?

    👉🏿 are we on track financially? One couple wants to know

    👉🏻 what would you do with an unexpected $10k?

    👉 Glen's break up story


    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.

    Hosted on Acast. See acast.com/privacy for more information.

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    53 m
  • 814b what does a buyer's agent really do, how much do they cost & red flags to watch for
    Apr 9 2025

    Thinking of using a buyer’s agent or advocate to buy your next property? Glen sits down with John Pidgeon to unpack what they actually do, what you should expect to pay and how to avoid dodgy operators. They touch on:


    👉🏾 the importance of working with a strategic BA

    👉🏿 flat fee vs percentage pricing

    👉🏻 what the property buying process looks like

    👉 signs a buyer’s advocate might not be legit

    👉🏼 why boots on the ground still matter


    Learn more about John's buyer's advocate service here: https://www.envisageproperty.com.au/


    John's book, Sort Your Property Out & Build Your Future is available at: sortyourpropertyout.com


    Thanks to Skye Wealth for supporting our Thursday show! 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.

    Hosted on Acast. See acast.com/privacy for more information.

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    41 m
  • 814 micro financial strategies, regional property dilemma, self-employed trying to get a mortgage + more
    Apr 7 2025

    In today's episode Glen and John share some strategies and answer your questions, touching on:


    👉🏻 mini-strategies to win with money

    👉 the worst price hikes in Australia

    👉🏼 a property investment opportunity with 2 houses on the title

    👉🏽 should you lower your small business tax liability to get a loan?


    Check out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.com


    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.

    Hosted on Acast. See acast.com/privacy for more information.

    Más Menos
    56 m
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