money money money

Glen James
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Dec 24, 2025 • 10min

851b Merry Christmas!

Celebrate the holiday spirit as listeners receive heartfelt Christmas greetings and a special message of thanks. Glen shares festive plans and asks about family traditions, creating a warm atmosphere. Laughter ensues with kids delivering delightful one-liners and jokes, adding a playful touch. The podcast highlights gratitude for frontline workers during the holiday season. It wraps up with a collective Merry Christmas wish, leaving listeners with joy and anticipation for more engaging content.
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Dec 22, 2025 • 57min

851 swapping managed funds for ETFs, home upgrade options, caravan living to get ahead + more

Merry Christmas everyone! Glen James, Rachelle Kroon and John Pidgeon answer your questions, touching on:👉🏿 upgrading a PPOR - sell and buy at the same time?👉🏻 moving from managed funds to ETFs for the long term (case study)👉 what did you not realise was so expensive after becoming an adult?👉🏼 keep living in a caravan to get ahead?Subscribe to this is property: https://www.youtube.com/@thisispropertyCheck out the Glen James Reset online course: https://education.moneypodcast.com.au/courses/2026resetWatch 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.
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Dec 17, 2025 • 45min

850b financial advice case study unpacked with Sufficient Funds

Financial adviser James Millard joins Glen to do a full strategic breakdown of the 849b case study - the young Brisbane family juggling a mortgage, kids, a credit card, a possible inheritance and a whole lot of financial stress. James takes the time to walk through:👉🏾 the real questions he’d ask👉🏿 assumptions he’d test about income, kids, cashflow & spending👉🏻 the strategy👉 the four-stack framework he uses with clients👉🏽 the value of the adviceJames is a financial adviser at Sufficient Funds: https://sufficientfunds.com.au/Watch this episode on Youtube here: https://youtu.be/r9hCFBMWysYWatch 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.
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Dec 15, 2025 • 41min

850 sell or keep a car, switch VDHG for VDAL, pre-auction offers + more

Glen sits down solo and answers your questions! He touches on:👉🏿 income protection exclusions for a bad ankle👉🏻 budgeting for Christmas - help!👉 car dilemma - repair or sell?👉🏼 VDHG tax fears - move to VDAL?👉🏽 are pre-auction offers worth it?Subscribe to this is investing: www.youtube.com/@thisisinvestingWatch 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.
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Dec 10, 2025 • 56min

849b financial advice case study & the ultimate money trivia (live from our studio launch)

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.
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Dec 8, 2025 • 47min

849 APRA lending changes, investing for kids, investment vs sell dilemma + more

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!
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Dec 3, 2025 • 49min

848b long-term investing, pay off the mortgage vs invest, fun buckets and life seasons + more

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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Dec 2, 2025 • 57min

dying well: planning, caregiving & facing death with dignity

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.
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Dec 1, 2025 • 1h 1min

848 pumping second job cash into super, sharing salary deets, kids bank account tax + more

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!
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Nov 26, 2025 • 54min

847b the 2-speed economy, managing big super money, market trends + more with Jody Fitzgerald

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.

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