this is money

this is money

  • 1 hour 6 minutes
    751b how do they do it? 👀 investing for the ultra-high net worth (with Scott Fletcher of Woodbury Private)

    In today's episode, Glen sits down with Scott Fletcher, Chief Investment Officer at Woodbury Private, to uncover how advisers help the ultra-wealthy invest their money. They chat about family offices, investment strategies, philanthropy and the unique challenges of guiding high net worth clients. It's a behind-the-scenes look at how wealth changes the game and the advice that comes with it.


    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.

    18 December 2024, 6:10 pm
  • 1 hour 5 minutes
    751 success vs. luck, DHHF or GHHF, debt recycling, shiny objects + SMSFs

    Is financial success down to hard work & skill or luck? In today's episode Glen sits down with financial advisers Deline Jacovides from Mazi Wealth and John Cachia from Thriving Wealth live at the Financial Advice Association of Australia's National Congress to chat about this and more, touching on:


    👉🏻 geared ETFs — what they are and the risks involved

    👉 how John and Deline invest for their clients (and themselves)

    👉🏼 why chasing shiny objects online rarely works out

    👉🏽 debt recycling and gearing

    👉🏾 do you really need a self-managed super fund?


    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.

    16 December 2024, 6:10 pm
  • 52 minutes 17 seconds
    750b thankful or jealous? here are what people are doing for their work Christmas party

    As the year winds down, workplaces are gearing up to celebrate! In today's episode, Glen and his mate Ben Gleeson share what people in the money money money Facebook community have planned for their work Christmas parties. From mini festivals to nothing at all, some of these may have you jealous or thankful!


    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.

    11 December 2024, 6:10 pm
  • 55 minutes 5 seconds
    750 adviser red flags, finfluencers, financial advice as a career + what would you do with $20k

    In today's episode Glen sits down with financial advisers Nicole Gardner, Hannah Elliot and Bec Pritchard live at the Financial Advice Association of Australia's National Congress. They chat about how the industry is evolving, the rewarding parts of their jobs, red flags when choosing an adviser and the steps to become an adviser in Australia.


    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.

    9 December 2024, 6:10 pm
  • 38 minutes 8 seconds
    749b mms: career change at 34 - Josh is in the process of moving from construction

    In this my money story, Glen chats with Josh, a 34 year old listener transitioning from construction to financial services. Josh's story touches on selling his first home to fund his degree, balancing family life with full time study and the steps he's taken to make the move. This episode is a great example that career changes are possible if you’re willing to take action. 


    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.

    4 December 2024, 6:10 pm
  • 48 minutes 4 seconds
    749 what to do with $200k, salary packaging & HELP debt, mini property development & inheritances for grandkids

    In today's episode, guest hosts Jess Brady from Financially Fierce and John Pidgeon from this is property answer your questions, covering:


    👉🏾 Is there a way to calculate how much to salary package to pay off HECS?

    👉 considerations for sub-dividing or buying an investment property

    👉🏼 advice for using a $200k windfall towards goals

    👉🏽 keeping an inheritance safe for grandkids


    🎧 Financially Fierce: everything you need to know before buying your first home (with Em Wallace) 👇

    Listen on Apple Podcast here

    Listen on Spotify here


    How to Subscribe to the Retire Right podcast (video): https://www.youtube.com/watch?v=DNDhMT2WJE4


    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.

    2 December 2024, 6:10 pm
  • 1 hour 40 seconds
    748b airbnb taxation, CGT exemptions, 6 year rule + money coaching with Erin Davis

    Managing an Airbnb or short-term rental sounds like easy cash, but what about the tax side of things? In this episode, Glen and accountant-turned-money-coach Erin Davis break down everything you need to know about tax obligations, record keeping, and even the CGT implications for short-term rentals. Erin also shares her journey from a decades-long career in accounting to empowering women in business with financial confidence through money coaching. The touch on:


    👉🏻 income from short-term rentals - what you need to declare

    👉 record-keeping tips to avoid ATO headaches

    👉🏾 calculating deductions for Airbnb income

    👉🏽 how renting a room impacts your CGT exemption

    👉🏿 the six-year rule for principal place of residence

    👉🏼 what to do before renting part of your property


    Check out Erin's podcast, The Erin Davis Show wherever you're listening to this podcast.


    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.

    27 November 2024, 6:10 pm
  • 1 hour 18 minutes
    748 vaping, recreational drugs, genetic testing + more (life insurance Q&A)

    Let's talk life insurance! Financial adviser Phil Thompson from Skye Wealth joins Glen on this episode to answer all your spicy questions including:


    👉🏻 can insurance companies ask you to do a genetic test?

    👉 how do insurers consider vaping and recreational drugs?

    👉🏼 help! I lost my insurance cover when I switched super funds

    👉🏾 can I get insurance if I’m terminally ill?

    👉🏿 why you shouldn’t move insurers regularly 

    👉🏽 trying to apply for cover while investigating a health concern

    👉🏻 getting exclusions or loadings removed

    👉 can I reapply for cover if I've been denied in the past

    👉🏼 stepped vs level premiums and are level premiums a scam?

    👉🏽 getting cover with pre-existing conditions

    👉🏾 life insurance for children


    Thanks to Skye Wealth for supporting this episode! Connect with the Skye Wealth team here


    📒 Sort Your Career Out & Make More Money by Shelley Johnson & Glen James: https://amzn.to/3B1rQaB


    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.

    25 November 2024, 6:10 pm
  • 53 minutes 52 seconds
    747b wwgd: Jane's Nan has offered $90k to help buy a property

    In today’s episode Glen chats with Jane* about her financial, career, and living situation, exploring the exciting options ahead. From a potential career pivot into the arts to a $90k boost from nan to help her and her sisters enter the property market, Jane has some big decisions to make. *Name changed for anonymity.


    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.

    20 November 2024, 7:10 pm
  • 1 hour 10 minutes
    747 potential HELP debt changes, choosing the best super fund, ETFs inside super + the life insurance in super scandal

    In today's episode Glen and Vince Scully from Life Sherpa discuss:


    👉🏿 proposed Government changes to reduce student loans

    👉🏻 choosing the best super fund for you

    👉 default insurance within super

    👉🏼 and buying ETFs within super


    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.

    18 November 2024, 6:10 pm
  • 1 hour 44 seconds
    746b mortgage broker Q&A (turning your PPOR into an investment, renovation loans, kids & borrowing capacity + more)

    In today's chat, Rachelle Kroon from Sphere Home Loans joins Glen to answer all your questions touching on:


    👉🏾 benefit of using a broker vs direct to bank

    👉🏿 will a mortgage broker help someone get a loan under $250k?

    👉🏻 how much does having a child impact borrowing capacity?

    👉 borrowing capacity upon returning from mat leave 

    👉🏼 using equity to buy a new PPOR

    👉🏽 what after-settlement service can you expect from brokers?

    👉🏾 renovation loans

    👉🏿 financial hardship assistance & impact on refinancing

    👉🏻 how does applying for lending impact your credit score?

    👉 do mortgage brokers get kickbacks from developers?

    👉🏼 building a granny flat on your property


    Thanks to Sphere Home Loans for supporting this episode! 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.

    13 November 2024, 6:10 pm
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