money money money

Glen James
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6 snips
Feb 12, 2024 • 1h

707 habits of the wealthy & how to be a millionaire + retiring at 40

Author John Pigeon and co-host Glen discuss habits of the wealthy, early retirement, and becoming a millionaire. They explore tax cuts, embracing risks, building wealth, investments in happiness and health, and a holistic approach to investing. They also talk about book tours and the importance of being a nice person in business and life.
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Feb 7, 2024 • 53min

706b wills & estate planning (Q&A with a lawyer)

In today's episode Glen and John chat about all things wills and estate planning with Erin Henry from Devise Legal. Long time listeners will remember Erin from the OG podcast days! They cover:👉🏾 what happens if you die without a will?👉🏿 do I need a will if I'm single without kids?👉🏻 what is a power of attorney and appointment of enduring guardian?👉 when can a will be invalid?👉🏼 appointing an executor👉🏽 can you inherit debt?👉🏾 should funeral wishes be included in a will?👉🏿 lawyer-drawn wills vs online will tools👉🏻 contesting a will👉 what is probate👉🏼 using a testamentary trustNeed an estate planning lawyer based in NSW? Connect with Erin: https://deviselegal.com.auCheck out John's book tour dates & links to buy the book at sortyourpropertyout.comBook club 📚 This month we're reading, Thanks For The Feedback by Douglas Stone & Sheila Heen. Find it below 👇Booktopia: https://booktopia.kh4ffx.net/Vm6nG6Amazon: https://amzn.to/46lAfjvNeed a sounding board for your money situation? Book a clarity call with Jess Brady: https://bit.ly/48XKImmThanks 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, 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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Feb 5, 2024 • 50min

706 tax cuts, super for self-employed, investment yield, is it too late to buy a house? I feel behind! & more

Glen and John discuss stage 3 tax cuts, managing super as a sole trader, calculating rental yield on investment property, the difficulty of purchasing a property, and dealing with the rise of consumerism. They also share personal stories of overcoming financial struggles and reflect on the impact of technology and consumer culture. Book recommendations are included as well.
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Jan 31, 2024 • 59min

705b low cost dates & activities for couples & families

Need a low cost activity to do with your Hinge date, significant other or kids? Special guests Gina and Troy join Glen on the show and share a bunch of ideas! Get Monopoly Deal on Amazon: https://amzn.to/48PjhLKGet John's new book, Sort Your Property Out & Build Your Future and check out our tour dates at: https://www.sortyourpropertyout.comThanks 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, 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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Jan 29, 2024 • 1h 1min

705 special strata levy, investing for niece & nephews, SMSF investment, Spaceship + more

Financial adviser Jess Brady joins the hosts to discuss topics such as buying into strata, gifting shares to a teenager, investing through SMSF, moving shares out of Spaceship, record keeping for tax time, and renting out a farm for events. They also announce the launch of a new podcast called 'Financially Fierce' focused on empowerment and confident money decision-making.
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Jan 24, 2024 • 1h 7min

704b life & income insurance Q&A (policies, loadings, exclusions + more)

Life insurance is one the pillars of having a sound financial house so joining Glen on today's episode is adviser Phil Thompson from Skye Wealth to answer all your questions. Glen and Phil discuss:👉🏾 are insurance companies allowed to discriminate?👉🏿 what’s the current landscape for mental health exclusions 👉🏻 3 major life triggers for getting life insurance 👉 explaining the different types of life insurance👉🏼 what to expect when organising your insurance through an adviser👉🏽 my insurance is too expensive, how can I reduce it?👉🏿 at what stage would you NOT need life insurance?👉🏻 getting insurance direct vs through an adviser👉 how much cover do you need?👉🏼 stepped vs level premiums👉🏽 what do you if you’re medically uninsurable Grab John’s new book, Sort Your Property Out & Build Your FutureBook club 📚 This month we're reading, The Psychology of Money by Morgan Housel. Find it on:Booktopia: https://booktopia.kh4ffx.net/YgP7ZJAmazon: https://amzn.to/46tTAzqThanks 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, 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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Jan 22, 2024 • 1h 7min

704 renting to friends & family, structuring a car loan, short-term investing or keep in cash + more

In today's Q&A Glen and John answer your questions about:👉🏻 keeping an emergency fund for your investment property in an offset account👉 guides for buying a car on finance👉🏼 renting property to family - yay or nay?👉🏽 tips for being a good manager or leader👉🏾 investing short term money vs keeping it in the bank👉🏿 buying a unit to use & rent out for short stay accomodation👉 structuring your money for growing your familyGet John's new book, Sort Your Property Out & Build Your FutureThe Psychology of Money by Morgan Housel: https://booktopia.kh4ffx.net/YgP7ZJRead Glen's car buying guide on our blogThanks 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, 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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Jan 19, 2024 • 45min

mms: left a toxic relationship and then cleaned up $70k in debt

In this my millennial story Ian shares how he went from living pay check to pay check to leaving a toxic relationship, tidying up his finances, switching careers to boost his income and paying down $70k in debt - wow! Ian shares:👉🏻 how he dealt with the feelings of shame and guilt that came with having debt👉 what he learned about managing money in a relationship👉🏾 how he got financially unstuck from being at rock bottom👉🏿 his journey of changing careers from being a chef to FIFO👉🏼 how he changed his money mindsetNeed a system to manage your money? Check out the FREE Glen James Spending PlanWe 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, 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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Jan 17, 2024 • 41min

703b the only two types of budgets (for any age) & the two budget killers

Wanna kick some financial goals? You'll need a good system to manage your money. Glen explains how a top down budget and a bottom up budget work plus what NOT to do if you want your budget to ✨ thrive ✨.Need a system to manage your money? Check out the free Glen James Spending Plan 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, 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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Jan 15, 2024 • 1h 22min

703 how to buy a property in 2024

Today's Q&A is all about property and buying a home! Mortgage broker Rachelle Kroon from our show partner Sphere Home Loans and John from the property show join Glen on the show to chat about:👉🏿 the current climate for buyers👉🏻 First Home Guarantee schemes👉 how parental guarantees work👉🏽 buying into a strata👉🏾 converting your home into an investment👉🏿 can young people realistically get into the market?👉🏻 selling and buying your next home👉 buying different dwelling types👉🏼 it is worth stretching your budget to buy a 3 bed over a 2 bed?👉🏽 using equity to buy an investment👉🏻 how banks assess your serviceabilityGet John's book, Sort Your Property Out & Build Your Future: booktopia.kh4ffx.net/Nko0B1Head to https://www.mymillennial.money/digital-workshops to check out the webinar on government grants and incentives for first home buyers.Thanks 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, 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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