443 when to see a mortgage broker, inherited a home, investment & tax structures, partner is a spender, HECS/HELP loans + more

Glen and John get into a bunch of questions and case studies from the m3 community, touching on:

👉🏾 their top 3 money mindset learnings

👉🏿budgeting for compulsory HECS/HELP loan repayments

👉🏻inheriting property with a sibling

👉Centrelink’s financial information service

👉🏼giving pocket money to kids

👉🏿tax investment structures for families

👉🏽balancing saving and spender personalities in a relationship

👉🏼preparing to see a mortgage broker

Check out John’s Solvere Property Analyser Calculator: https://www.solverewealth.com.au/the-property-analyser-calculator/

Grab a copy of Glen's book, Sort Your Money Out & Get Invested: https://www.sortyourmoneyout.com/sort-your-money-out-get-invested

Get $20 off The Glen James Spending Plan using the code "MAGIC": https://www.mymillennial.money/spending-plan

Send us your questions! Use #mymillennialmoney in the m3 Facebook group: facebook.com/groups/mymillennialmoney

For podcast resources, links to our stuff, disclaimers & warnings about this episode + more... check out: mymillennial.money/shownotes

🛑 This podcast is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. 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 and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this podcast. SYMO interactive Pty Ltd, the publisher of the podcast, is an authorised representative of MoneySherpa Pty Ltd which holds financial services licence 451289. Please read our Financial Services Guide located at mymillennial.money. This podcast is intended for residents of Australia.

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