money money money 848b long-term investing, pay off the mortgage vs invest, fun buckets and life seasons + more
Dec 3, 2025
Glen chats with Dawn Thomas, a financial adviser and advocate for women in leadership, and Michelle Flanagan, a former practice manager in financial advice. They share their unique journeys into a male-dominated industry, emphasizing the importance of holistic client relationships. The trio dives into practical money habits and investment strategies, debating super versus non-super options. They also reflect on personal definitions of success, revealing that happiness and meaningful relationships often outweigh financial gains. Plus, they offer clever life priorities and tips for aspiring investors.
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A Hiring Moment That Changed A Career
- Michelle hired Glenn for his first job in financial services after seeing potential in him.
- That hiring was a pivotal 'sliding door' moment that launched Glenn's career in advice and podcasting.
Match Communication To Client Type
- Matching communication style to client type (thinker, feeler, doer) improves engagement and outcomes.
- Dawn and Michelle emphasise relationship fit over technical difference when choosing clients.
Kids' Sport Eats Unexpected Cash
- Glen spends money on children's sports and admits it's hard to budget for unpredictable costs.
- He questions whether fundraising or planning better fits a financial adviser managing family expenses.
