money money money

Glen James
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Aug 21, 2025 β€’ 12min

tii: the 10 questions with Queenie Tan

Finance content creator (@investwithqueenie) and author Queenie Tan joins Glen in this bonus episode to answer 10 questions:πŸ‘‰πŸΎ what makes a successful investor?πŸ‘‰πŸΏ super or non-super and why?πŸ‘‰πŸ» mortgage or invest?πŸ‘‰ what do you think is the biggest barrier to people investing?πŸ‘‰πŸΌ do you have to be smart to be good with money?πŸ‘‰πŸ½ how do you define success and have you achieved it?πŸ‘‰πŸΎ if someone gave you $10,000 what would you do with it?πŸ‘‰ what's been your best investment to date?πŸ‘‰πŸ» what are you currently reading or listening to?πŸ‘‰πŸΌ what's one book you would recommend to become a better investor?Grab Queenie's book, The Fun Finance Formula: https://amzn.to/45jO8ktLearn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeWant more investing content? Find 'this is investing' wherever you listen to podcasts.Have a question or topic for the show? Post it in our Facebook group.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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Aug 20, 2025 β€’ 53min

833b money but make it fun: the fun finance formula with Queenie

Money doesn’t have to be boring. In this episode Glen sits down with Queenie Tan (author and money educator) to explore her unique approach to finance, investing, and living with purpose. The conversation touches on:πŸ‘‰πŸΎ a bit about Queenie, her book, her values and view on the FIRE movementπŸ‘‰πŸΏ Queenie's 4 money quadrants, shadow selves + limiting beliefsπŸ‘‰πŸ» hard decisions, regrets, taking risks + Queenie's investing strategyπŸ‘‰ Queenie's new project - the Billroo appCheck out Queenie's book, The Fun Finances Formula: https://amzn.to/4fT17gECheck out Billroo: https://billroo.com/Learn 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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Aug 18, 2025 β€’ 54min

833 tax agent giving bad advice, CC points hacking, investing beyond DHHF + more

In this episode Glen is joined by financial advisers James Millard and Phil Thompson to unpack your questions! They touch on:πŸ‘‰πŸΎ cancelling $100 a fortnight salary sacrifice. Tax agent said it should go elsewhere, is that bad advice?πŸ‘‰πŸΏ putting salaries go into the mortgage offset, use a credit card for about $10k monthly spend to earn Flybuys/Virgin points, and pay it off from the offset. Worth it?πŸ‘‰πŸ» what have you DIY'd that genuinely saved you money?πŸ‘‰ when is it time to refinance? How long do you wait?πŸ‘‰πŸΌ I have DHHF, should I invest in anything else?Check out Glen's video about DHHF vs VDAL: https://youtu.be/xM1Z4EBUFPYLearn 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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Aug 14, 2025 β€’ 9min

tii: the 10 questions with Brian Parker

Glen interviews Brian Parker, Chief Economist at Australian Retirement Trust in a quick-fire Q&A. Okay... so it's not quite 10 questions, but close enough!πŸ‘‰πŸΎ what makes a successful investor in your mind?πŸ‘‰πŸΏ super or non-super and why?πŸ‘‰πŸ» mortgage or invest?πŸ‘‰ what do you think is the biggest barrier to people investing?πŸ‘‰πŸΌ do you have to be smart to be good with money?πŸ‘‰πŸ½ when have you financially 'made it' and have you achieved that?πŸ‘‰πŸΎ if someone gave you $10,000 what would you do with it?Learn to be a better investor with The Quick Start-Guide to Investing:  https://www.moneypodcast.com.au/storeNick Bradley is now over on Youtube! Subscribe to his show, 15 Minute Money: https://youtube.com/@15minutemoney?si=GOLaFNrEqh5iUCJ1Have a question or topic for the show? Post it in our Facebook group.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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Aug 13, 2025 β€’ 1h 6min

832b Betashares Direct deep dive Q&A with Matt from Betashares

Glen recently recorded a review of the new Betashares Direct platform, and to follow that up he invited Matt Fish, Head of Product at Betashares, to share more about it. In this discussion they dig into:πŸ‘‰πŸΎ what the Betashares Direct platform isπŸ‘‰πŸΏ how the platform is being developed over timeπŸ‘‰πŸ» why Betashares Direct is built on the custodian model, not the CHESS modelπŸ‘‰ detailed community questions about the platform (fees, reinvesting, asset allocation, online profile features, how you use the platform to invest) + a live preview of using the platformπŸ‘‰πŸΌ taking a quick look at the mobile appπŸ‘‰πŸ½ how do the desktop login and mobile app differ?Watch Glen test and review the Betashares Direct system: https://youtu.be/sg3OwZVDVmM?si=HwUVg3EAgPGI6PtDLearn 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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Aug 11, 2025 β€’ 44min

832 extra mortgage payments before selling, is upgrading a car necessary, interest-only loans + more

Glen, John and Rachelle tackle your questions including:πŸ‘‰πŸΏ is it worth paying more of my mortgage knowing I'll sell it?πŸ‘‰πŸ» my car is getting a bit old, time to upgrade?πŸ‘‰ first investment property: principal + interest or interest-only?πŸ‘‰πŸΌ any tips for negotiating a mortgage refinance?Check out this is property on Youtube: https://www.youtube.com/@thisispropertyWatch the 'money by age' miniseries: https://youtube.com/playlist?list=PLQW_VRWNC0jTfzNGxPpfuwdot5SE5GMlj&si=7FO3e0DLB3JV0EAtSubscribe to Dev Raga Personal Finance: https://shows.acast.com/my-millennial-money-medicalLearn 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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Aug 7, 2025 β€’ 11min

tii: the 10 questions with Vince Scully

In this short and sharp money Q&A, Glen chats with Vince Scully about what makes a good investor, mortgage or invest?, what "making it" with money actually looks like and more!Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storeTo 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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8 snips
Aug 6, 2025 β€’ 50min

831b binding financial agreements (prenups), honest money chats & dividing assets well

Explore the often uncomfortable yet crucial topic of prenups and financial agreements in relationships. Learn about the importance of transparent money conversations, especially as couples navigate cohabitation. Discover the pros and cons of binding financial agreements and how they can protect assets. Hear insights from a family lawyer on the critical steps to take during separation, ensuring financial fairness, particularly when children are involved. This discussion emphasizes proactive planning for a smoother relationship journey.
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Aug 4, 2025 β€’ 51min

831 ready for a 2nd investment property, trade support loan to invest, downsizing fears + more

Time to answer your questions! In this episode Glen, John and Rachelle discuss:πŸ‘‰πŸΎ am I ready to buy a second investment property?πŸ‘‰πŸΏ is it worth using a trade support loan to invest in ETFs or buy a home?πŸ‘‰πŸ» I feel like I've bought too much house, should I downsize?πŸ‘‰ how should I super split with my partner?Subscribe to this is business: https://shows.acast.com/this-is-businessCheck out the mmm merch & book store: https://www.moneypodcast.com.au/storeSubscribe to this is property: https://www.youtube.com/@thisispropertyLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11aimoney 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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Jul 31, 2025 β€’ 13min

tii: turning your home into an investment property

Considering turning your home into an investment property? Discover essential steps like property valuation and the impact on capital gains. Get insights into mortgage options and the importance of maintenance costs. Learn why collaborating with accountants is crucial for maximizing tax deductions. Understand the difference between bank valuations and those from real estate agents. Finally, uncover key tips for managing rentals, including the benefits of hiring a property manager and securing landlord insurance.

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