In today’s episode Dev interviews Rachelle Kroon, a mortgage broker, touching on:

👉🏾 qualifications of a mortgage broker

👉🏿 how to prepare for a meeting

👉🏻 how brokers get paid

👉 what are the focus of interest rates

👉🏼 specific loan features

👉🏽 health care workers / high-income earners

👉🏾 difference from commercial loans

👉🏿 fixed variable rates

👉🏻 penalties for breaking the rules

👉 redraw and offsets

Rachelle Kroon

https://www.spherehomeloans.com.au/

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 In today’s episode Dev answers some of your questions, touching on:

👉🏾 overtime and sustainability?

👉🏿 ways to pay back credit cards?

👉🏻 increase earning potential?

👉 taxation for RNs,

👉🏼 high income earns and trusts?

👉🏽 property vs shares

Related episodes 🎧

👇

348 income per unit time vs income per unit effort

094 income and deductions!

099 little known deductions!

107 investment property deductions!

045 what are REITs?

203 what is diworsification?

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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 trading as this is money & 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.

In today’s episode Dev continues his interview with Phil Thompson - an insurance expert, going in-depth on:

👉🏽 income protection and life insurance

👉🏾 trauma insurance and TPD

👉🏿 claim rejections

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 trading as this is money & 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.

 In today’s episode Dev interviews Phil Thompson - an insurance expert, touching on:

👉🏾 the basics of insurance

👉🏿 difference of a financial advisor and insurance advisor

👉🏻 insurance via TV ads

👉 the concept of self-insurance

👉🏼 super vs non-super insurance

👉🏽 income protection and life insurance

👉🏾 trauma insurance and TPD

👉🏿 claim rejections

https://www.thisis.money/blog/2018/12/4/everything-you-need-to-know-about-life-insurance-yg3cr

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 trading as this is money & 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.

In today’s episode, Dev continues his interview with special guest Marlee Viero who is a wills lawyer from Nest Legal. In the 2nd part of this chat Dev and Marlee touch on:

👉🏾 the role of the executor; administering the estate

👉🏿 probate vs grants

👉🏻 the role of the court

👉 invalidity of the will

👉🏼 who can challenge a will

👉🏽 digital assets

Find out more about Marlee & the team at Nest Legal: www.nestlegal.com.au

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 trading as this is money & 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.

In today’s episode Dev interviews special guest Marlee Viero who is a lawyer specialising in wills and estate planning. They chat about:

👉🏾 what happens when you don't have a will?

👉🏿 do it yourself will kits

👉🏻 what is an executor?

👉 what is a beneficiary?

👉🏼 what is a guardian?

👉🏽 what about kids under 18?

👉🏾 distribution of assets, special items, etc.

👉🏿 what is a testamentary trust?

Find out more about Marlee & the Nest Legal team: www.nestlegal.com.au

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 trading as this is money & 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.

In today’s episode Dev interviews special guest AG who day trades, touching on AG's experience with crypto and his personal investing philosophy. They chat about:

👉🏾 what is cryptocurrency and how do you make money from it?

👉🏿 costs of trading

👉🏻 net worth and income

👉 what is day trading and how one can compete with with "big people"

👉🏼 is time included in return calculations

👉🏽 mainstream/traditional investments

👉🏾 superannuation - where does it fit in?

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 trading as this is money & 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.

In today’s episode Dev explains money mistakes doctors make, touching on:

👉🏾 not prioritizing relationships,

👉🏿 not doing a will and estate plan,

👉🏻 training for far too long, waiting to become a consultant

👉 poor soft skills,

👉🏼 complicating their financial life

Related episodes 🎧

208 what is a prenuptial or binding financial agreement?

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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 trading as this is money & 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.

In today’s episode Dev explains money mistakes doctors make, touching on:

👉🏾 not having a budget or financial plans

👉🏿 debt

👉🏻 lifestyle creep

👉 under insuring themselves

Related episodes 🎧

117 what is automation?

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 trading as this is money & 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.

In today’s episode Dev explains buying commercial property, touching on:

👉🏿 types of commercial property

👉🏻 things to look for when buying a commercial real estate

👉 the pros & cons

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.

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

 In today’s episode Dev explains the concept of a share buy back, touching on:

👉🏿 shares outstanding

👉🏻 why a company buys their own shares

👉 how a company would buy back their own shares

👉🏼 earnings per share

👉🏽 price to earnings ratio

👉🏾 advantages of share buy backs

👉🏿 buy backs vs share dividends

👉🏻 share buy backs vs arbitrage

👉 his personal views on share buy backs

Related episodes 🎧

026 what is arbitrage?

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.

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