money money money

Mark Dombkins, a part-time math teacher and founder of Forever Projects, shares insights into supporting women in Tanzania. He discusses an upcoming climb of Mount Kilimanjaro created to raise awareness and funds, emphasizing their unique 100% charity giving model. The conversation highlights their impressive achievements, including over $2 million raised to support families. Mark also explores transformative programs for mothers and the powerful impact of generosity, inspiring listeners to engage meaningfully with charitable causes.

John Pidgeon and Rach Croon share valuable insights on purchasing your first property, highlighting strategic planning and saving tips. They dissect the decision-making process between buying a home or an investment property. The duo discusses the benefits of professional property management versus self-management risks. They also touch on current market trends and the complexities of securing loans, emphasizing the importance of early financial planning and government support for first-time buyers.

The discussion revolves around the proposed 15% tax on superannuation balances exceeding $3 million, set to start in July 2025. The complexities of taxing unrealized gains are dissected, showcasing historical attempts and the challenges involved. The impact on farmers and future generations in relation to wealth distribution is also explored. Public reactions highlight fairness concerns, particularly regarding taxing paper gains, and the need for a more equitable taxation policy is emphasized amid evolving financial landscapes.

Gina shares her inspiring journey of leaving a legal career to launch a business while raising two kids. She discusses the ups and downs of juggling motherhood and entrepreneurship, reflecting on the emotional hurdles and the excitement of starting anew. The conversation dives into effective logistics, the importance of customer connections, and the value of social media for business growth. They explore the balance between family life and work, providing practical tips and motivation for others considering the leap into entrepreneurship.

In a lively session from Perth, the hosts tackle intriguing money dilemmas. They discuss how much super you need to retire comfortably, with practical tips on achieving financial independence. Listeners hear about the complexities of asset division during separations and the tough choices between paying off debt or investing. The conversation also reflects on financial regrets and navigating life changes like weddings and mortgages while planning for the future. Personal anecdotes blend humour with solid advice, making finance feel accessible and engaging.

Calling all first home buyers! Here's what you need to know about lending, mortgages, mortgage brokers, and the home buying process. In this episode, Glen chats with mortgage broker Genevieve from Sphere Home Loans about:👉 how lenders are matched with you👉🏼 how much generally you can expect to borrow based on your income👉🏽 key terms like deposit, servicing, lenders mortgage insurance (LMI)👉🏾 schemes and concessions to look into👉🏿 a walk through of working with a mortgage broker👉🏻 how a mortgage broker is paidNeed a mortgage broker? Connect with the Sphere Home Loans team hereThanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe 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.

Vince Scully is back! In this episode he and Glen unpack what listed investment companies (LICs) are, and how they compare to ETFs. Together they discuss:👉🏾 what LICs are in a nutshell👉🏿 the top 10 holdings of two LICs vs the IOZ ETF👉🏻 how performance and volatility interact👉 understanding the tax implications of LIC👉🏼 the pros and cons of LICs vs ETFsThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe 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.

In this episode, Glen sits down with listener Katherine, who’s been with her husband for 25 years and disagrees with Glen’s usual advice around combining finances with your partner. She explains why separate accounts work just fine for her long-term relationship and how she and her husband have adopted a flexible money system. They unpack when joining finances makes sense, when it doesn’t, and what actually matters when managing money as a couple. Glen and Katherine touch on:👉🏻 why separate finances can still mean shared goals👉 what long-term financial teamwork looks like👉🏾 how they handle mortgage, bills and savings👉🏽 how she's teaching her kids about money👉🏽 their differences (and similarities!) in perspective on managing money with a partnerThanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe 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.

In today's community Q&A Glen and John discuss:👉🏾 there are no jobs for me in my city, what do I do?👉🏿 should we sell our Perth investment property?👉🏻 I've inherited my dads property: sell or keep and rent it out?👉 imagine you had all the money you ever need, what would you do?👉🏼 retired and coming into some cash, what should my family member do?John's Perth property workshop -14 May Book tickets hereGlen and John's live podcast recording in Perth - 15 May Book tickets hereShell & Glen’s book 'Sort Your Career Out & Make More Money' is available here: https://amzn.to/4k3YSrrThis is work episode mentioned in the chat: 🎧 Apple | SpotifyThanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team hereWe 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.

In today’s episode Glen chats with James, an engineer and dad who built a meal-planning tool while on parental leave. Now he’s at a crossroads to either scale it up or shut it down. What would Glen do? They dive into the emotional and practical challenges of turning a time-consuming hobby into a real business. Thanks to Skye Wealth for supporting our Thursday show! Connect with the team hereWe 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.