Intro

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH 

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/

In this Q&A Glen and Owen Rask from Rask chat about:

👉🏼 when to sell down high performance satellite ETFs?

👉🏽 US stock market performance over 200 years

👉🏾 how to best catch up when you're only just building wealth in your 40s

👉🏿 what to do with my regional investment property post-budget changes

👉🏻 community segment: tell us about the biggest money risk you've taken and and how it went

👉 should I make cosmetic upgrades to my investment property before the CGT changes from July 2027?

👉🏼 stretching financially to invest in your future vs living for now

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This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

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