money money money

Glen James
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Jul 5, 2023 • 1h 10min

627b pets! pet insurance, how to choose one + ongoing care (q&a with a vet)

Today's episode is a special one for all the furry friend lovers out there. 🐶🐱 Joining Glen on the show is Sarah who's a veterinarian here to answer a ton of your burning questions about cats, dogs and becoming a paw-rent. Glen and Sarah touch on:👉🏻 pet insurance👉 getting a pet that matches your lifestyle 👉🏾 adopting from shelters👉🏿 nutrition + toxic foods👉🏼 dental hygiene👉🏽 puppies and kittens👉 vaccinations👉🏻 how frequently should you visit the vet👉🏾 signs of anxiety👉🏿 caring for your pets as they get olderThanks to Global X for supporting our Thursday show! ✨Learn more about their range of ETFs.We 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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Jul 3, 2023 • 58min

627 feeling financially behind? here are some tips to catch up

In a recent poll of our community, more than 60% said they felt financially behind, so if you feel the same you're definitely not alone! In today's episode Glen and John chat about comparison culture, read out your comments from the poll and share 6 tips for catching up.Insurance webinar: beyond super: Is the insurance in your super fund enough?Property webinar replay: how to build a property portfolioThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.We 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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Jun 29, 2023 • 54min

focus friday 🔎 managing money with ADHD and being self-employed

In today's focus session Glen chats with Leigh-Anne who spent her 20s and early 30s travelling the world and is now looking for some solid focus and direction with her finances.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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Jun 28, 2023 • 59min

626b mms: using a SMSF, investing for kids, making trade offs for financial goals, roller skating + more

If you're in our Facebook group you probably know today's my millennial story guest, Daniel Quinn! Dan gives us a peek under the hood of his money journey and shares how financial education has shaped how he and his wife Erin manage money as parents of 3 kids. 📘 Glen's book, Sort Your Money Out & Get InvestedThanks to Global X for supporting our Thursday show! ✨Learn more about their range of ETFs.We 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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Jun 26, 2023 • 1h 1min

626 Self Managed Super Funds (SMSF), active vs passive portfolio design, spending guilt, bank valuations + more

In today's q&a Glen and John talk about:👉🏾 what to consider if you're thinking of using SMSF to purchase property👉🏿 navigating spending guilt👉🏻 a super fund with actively managed funds vs one with passive index funds👉 getting a home valuation from a real estate agent vs broker vs bank👉🏽 and ways to optimise your budget in tough timesWebinar: beyond super: Is the insurance in your super fund enough?Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply. We 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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Jun 21, 2023 • 1h 28min

625b starting a biz + investing in startups with Female Startup Club

Today's a great episode all about startups and we're chatting with special guest Doone Roisin, founder of Female Startup Club and Young Australian of the Year! Get ready to be inspired. Doone's unique childhood has been a driving force behind her mission to empower women in achieving financial freedom and in today's chat she shares some invaluable tips for anyone thinking about starting their own business plus some great insights for anyone wanting to support businesses through angel investing.Thanks to Global X for supporting our Thursday show! ✨Learn more about their range of ETFs.We 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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Jun 19, 2023 • 45min

625 let's talk about tax, baby!

It's the EOFY and we're answering all your tax time questions with chartered accountant, Aimee. In this episode Glen and Aimee touch on:👉🏾 record keeping👉🏿 offsetting capital gains with capital losses👉🏻 international shares and the W-8BEN form👉 I've cleared my HECS/HELP debt, now what?👉🏼 changes to claiming working from home expenses👉🏽 claiming work equipment👉🏾 salary sacrificing vs claiming a lump sum personal contribution👉🏻 combined tax returns for married and de-facto couples👉🏿 the benefit of engaging an accountant👉 claiming education costs related to your career👉🏽 property owners👉🏾 are financial advice costs paid through super tax deductible?👉🏻 when is it beneficial to consider private health to avoid the medicare levy surcharge?👉🏼 claiming donations👉🏿 when do you need to lodge your tax return?Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply. Check out our upcoming insurance webinar with the team from Skye Wealth: Beyond Super: Is the insurance in your super fund enough?We 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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Jun 15, 2023 • 49min

focus friday 🔎 under financial stress and living week-to-week

Welcome to focus friday! Sometimes you just need a third party sounding board to get some focus with your finances and that's what these episodes are all about. In today's focus session Glen chats with Nikki who has a young family and is in a pretty tight spot with money. Nikki's goal is to get out of living week to week and build an emergency fund.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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Jun 14, 2023 • 54min

624b financial advice case study (FHSS scheme, investing for kids & an inheritance)

Chris and Elsa* who are starting a family reached out to the Everest Wealth team to discuss how they could best use an inheritance towards their financial goals of buying a home, taking an annual holiday and investing in their child's future. Advisers Alex Luck & Scott Taylor share the process Chris and Elsa took with the team and some of the advice recommendations.*Names have been changed for anonymityBig thanks to our Thursday show partner Global X ETFs! Learn more about their range of ETFs.We 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.💸 Quick linksAny 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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Jun 12, 2023 • 56min

624 guilt of quitting your job, interest-free purchases & credit card balance transfers, novated leases + more

In today's Q&A Glen and John unpack questions about: 👉🏾 how to stop feeling like you're letting your boss down by quitting your job👉🏻 weighing up your options for buying a laptop e.g. cash vs BNPL, interest-free, new vs refurbished, salary sacrificing 👉 how the 50% capital gains tax discount works on property and shares👉🏼 novated car leases and getting out of one earlyProperty webinar: How to build a Property Portfolio with John PidgeonThanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Sharesies platform using the promo code MMM. Download the Sharesies app or visit https://bit.ly/sharesiesMMM. Promotion T&Cs apply.🏡 Join the mmm facebook group💸 Quick links to The Glen James Spending Plan & other resourcesmy millennial money is produced by SYMO interactiveAny 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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