Glen James is Back to Answer Your Investing Questions
Mar 11, 2025
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Glen James, a seasoned financial advisor and host of the Money, Money, Money podcast, returns to tackle audience investing questions. He discusses when to shift your investment strategy versus sticking with it. Topics also include the impact of Chemist Warehouse's merger on investors and the pros and cons of tech ETFs. Glen reveals an investing myth that frustrates him and stresses the importance of personal education in finance. The conversation aims to empower listeners to feel more confident in their investment journeys.
Investing is accessible for everyone, emphasizing the need for community engagement and knowledge sharing to build confidence in financial strategies.
Understanding brokerage costs and maintaining a consistent investment strategy are crucial for achieving long-term financial goals without incurring excessive fees.
When considering joint investments with a partner, it's important to weigh asset protection, tax implications, and personal circumstances to make informed decisions.
Deep dives
Empowering Financial Knowledge
The podcast emphasizes that investing is accessible for everyone, not just the wealthy. It engages with the community by addressing their burning questions about investing, demonstrating a commitment to knowledge sharing and empowerment. Listeners are encouraged to think critically about their financial strategies rather than relying solely on the advice of influencers or trends. This approach helps demystify the world of investing, making it feel more attainable.
Balancing Investment Costs
A key discussion point is how to invest regularly without incurring excessive fees. It highlights the importance of understanding brokerage costs and offers practical advice on timing investments to minimize these expenses. Both speakers suggest using low-cost investment platforms and emphasize that the focus should be on consistency in investing rather than just minimizing fees. This balance is crucial to achieving long-term financial goals without allowing costs to impede progress.
Strategizing Portfolio Construction
The conversation addresses how to determine an appropriate asset mix when building an investment portfolio. Listeners are advised to consider their risk tolerance and possible asset allocations by examining existing financial products, such as superannuation funds. Using analogies, the speakers simplify the complexities of effective portfolio management, stressing the importance of having a clear investment strategy before making any purchases. This clarity helps individuals navigate their options more effectively.
Joint Investments vs. Individual Accounts
Listeners are also guided through the complexities of deciding whether to invest jointly with a partner or individually. The speakers discuss the implications of joint accounts, especially concerning asset protection and the potential tax consequences in the event of a relationship breakdown. Personal experiences and strategies are shared, underscoring that joint investments may not always be the best choice depending on individual circumstances. This fosters a nuanced understanding of how to manage shared finances effectively.
Understanding Sector Investment
The podcast explores the growing interest in tech ETFs and the need for informed decision-making when selecting such investments. Listeners are encouraged to analyze their purpose for choosing a tech ETF and recognize existing overlaps within their portfolios. The hosts emphasize the importance of thorough research and understanding market movements rather than chasing trends for quick gains. This mindful approach ensures that investors are more grounded in their strategies and aware of the inherent risks in volatile sectors.
If you’ve ever felt unsure about whether you’re investing the right way, this episode is for you! We’re bringing back Glen James to tackle YOUR biggest investing questions—because even with all the info out there, investing can still feel confusing.
We’re covering:
When to change your investment strategy (and when to leave it alone)
Should you invest with your partner? Or is keeping it separate better?
What the Chemist Warehouse shake-up means for investors
Tech ETFs—are they actually a smart move, or just another trend?
Plus, Glen shares the one investing myth that drives him absolutely crazy—and why you need to stop believing it.
Want to feel more confident with your investing? Our Investing Masterclass is now open for enrollments... come join us here! Starts April 1.
Our last Q and A with Glen about investing is here. We covered things like CHESS sponsorship, investing in international markets and investing for kids.
You can find Glen on instagram here and his campfire chat with Vince from Money Sherpa podcast episode is here.
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