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Recorded live at our Newcastle podcast studio launch, today's episode is a little different to usual. Glen brings some advisers & property experts on stage to weigh in on a young family's financial case study followed by some quick fire money trivia in the second half with listeners, Alec, Toby, Gina and Yolanda.Check out the adviser deep dives into the case study below!James Millard from Sufficient Funds: https://youtu.be/r9hCFBMWysYScott Taylor from Everest Wealth: https://youtu.be/O_OibQE0rc8Check out Behind The Barcode podcast series here: https://bwaa.co/mmm-podcastAnd the Baptist World Aid Ethical Fashion Guide: https://baptistworldaid.org.au/resources/ethical-fashion-guide/Watch money money money on Youtube: https://www.youtube.com/@m3.podcastLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe 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.

Join John Pidgeon and Rachelle Kroon, property investing pros, as they tackle the latest APRA lending changes coming in 2026. They clarify who will really be impacted by the new DTI rules and offer strategies for investors. The duo discusses the best ways to invest for kids, including custodial accounts and ETF options. Plus, they weigh in on the dilemma of selling versus keeping investment properties, highlighting key financial considerations. Tune in for practical advice and insights on navigating the property landscape!

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.

In this engaging discussion, health journalist and author Casey Beros shares insights from her book, Next of Kin. She delves into what constitutes a 'good death' and emphasizes the importance of open conversations about death. Casey recounts her journey as a primary caregiver for her father with mesothelioma, revealing the emotional complexities of caregiving often faced by families. She offers practical tips for navigating difficult discussions, creating pre-death rituals, and the role of death doulas, all while highlighting the unexpected richness found in final years.

Shane Hatton, a leadership speaker and professional mentalist, joins Glen to tackle intriguing personal finance questions. They discuss whether you can salary sacrifice a second job entirely into super and assess a listener's investment in a one-bedroom unit. Shane reveals why kids’ bank accounts might incur monthly taxes, and they explore the ethics of sharing salary details among friends. Plus, Glen shares tips on maintaining a cash buffer for unexpected expenses, all while Shane showcases some mind-boggling mentalist tricks!

Jody Fitzgerald, General Manager at Australian Retirement Trust and experienced portfolio manager, dives into the complexities of the two-speed economy shaped by post-COVID shifts and global events. She shares insights on managing super funds, AI’s role in investing, and emerging market trends. Jody gives practical advice for women entering finance and discusses resolutions for engaging with superannuation. Plus, hear her take on the MAG7 stocks and the current landscape of tariffs and inflation.

John Kasher, founder of Thriving Wealth, joins two other financial advisers to tackle superannuation queries. They discuss the ideal time to set up a self-managed super fund, tax advantages of spouse splitting, and clarify realised vs unrealised gains. The panel shares stories about common pitfalls in SMSFs, including concentration risks, and explains the importance of contribution caps. Listeners will benefit from practical tips on reviewing their super funds and insights on salary sacrifice strategies to maximize retirement savings.

In a captivating chat, Gemma Dale, Director for Investor Behaviour at NAB Trade, shares her insights on investing. She emphasizes the importance of starting early and sticking to a long-term strategy. Gemma breaks down the pros and cons of investing inside versus outside superannuation, and highlights cash flow challenges for young investors. She argues that strong financial management doesn't require genius, just practical strategies. Plus, she reveals her best investments and recommends books to enhance investing knowledge.

Glen chats with Gemma Dale, Director at NAB Trade, who specializes in investor behavior and financial education. They explore how Gen Z tends to buy shares during market dips instead of panicking, shaped by their experiences during COVID-19. Gemma highlights the appeal of ETFs due to low barriers to entry. There's also discussion on rising cash holdings among younger investors, the anxieties surrounding AI investments, and her investment lessons for kids, including a unique financial literacy program.

The hosts tackle intriguing financial dilemmas, like whether to sell ETFs to buy a home or rent and invest instead. They offer insights on keeping life insurance when changing super funds and managing a switch to fortnightly pay cycles. Listeners share their best value purchases, from cookware to coffee machines. The team debates the worth of pet insurance for a new puppy, and Glen hilariously recounts a neighbor dispute over barking dogs. Dive into advice that blends money management with personal tales!