money money money

Glen James
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Sep 19, 2022 • 47min

537 prioritise retirement savings or kids, money & kids, a career slave looking for change, the best bank + more

Today's q&a is packed with some great community questions and joining John to guest host this episode is Shell from my millennial career! John and Shell discuss:👉🏾 what to do when the team you're leading has high turnover rates👉🏿 how to balance setting up your kids for life and setting yourself up for retirement👉🏻 is it worth living in an expensive city to build your career?👉 changing career path, how to go about it?👉🏼 what's the best way to choose a bank?👉🏽 and this spicy question - my partner's parents have offered to buy a home for us if we put down a 20k deposit. The house will be in their name but we will live in it and pay the mortgage. They eventually want to sell the house to us for the price of the remaining mortgage. Is it worth it?If you love learning about all things property and career, make sure to give a listen to my millennial property and my millennial career wherever you're listening to this episode 🎧Book a property clarity call with John here: https://bit.ly/M3JohnClarityCallLearn more about TAL here: https://bit.ly/tal-m3podcast🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the m3 facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.
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Sep 15, 2022 • 1h 19min

536c inflation, quality investments via ETFs, stuck in the rat race, money coaches + more (campfire chat with Vince Scully & Joe Saul-Sehy live at FinCon22)

Campfire chat with Glen James, Vince Scully and Joe Saul-Sehy from the popular American podcast, The Stacking Benjamins Show.This episode was recorded live in the expo area at FinCon22, Orlando Florida.🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the m3 facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.
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Sep 14, 2022 • 37min

536b claiming on life insurance & the types of claims paid

Today on the show Glen sits down with TAL's Chief Claims Officer Jenny Oliver for a deep dive into what happens when you need to make a life insurance claim and why it's super important to reach out to your adviser or insurer if you think you have a claimable event. Glen and Jenny discuss:👉🏾 what really happens during the claims process👉🏿 misconceptions surrounding life insurance particularly around claims👉🏽 some cool stats👉🏻 why it's so important to understand your cover and to check if you think you might have a claim👉 some lesser known life insurance benefits you can receive👉🏼 a common question - I'm young, do I need life insurance?For more on TAL check out: https://bit.ly/tal-m3podcastWant to chat with one of Glen's trusted advisers about reviewing or setting up your life insurance? Click hereThis is a sponsored episode.🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the m3 facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.
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Sep 12, 2022 • 1h 6min

536 the rule of 72, the 4% rule, what to do with mat leave money, the amount needed to feel secure + more

Special guests Kate Campbell and Owen Raszkiewicz from The Australian Finance Podcast join Glen to discuss money questions from the community around:👉🏼 budgeting for yearly bonuses👉🏽 what to do with a 10k mat leave lump sum - save, spend, tackle debt, invest?👉🏾 best way to minimise tax when earning personal services income (PSI)?👉 how much money would you need to feel secure?👉🏿 how can I work out how much I need for retirement and what happens when I retire?👉🏻 offering money advice to friends or family👉 micro investing as a great way for beginners to dip their toe into the waters of investing Learn more about TAL here: https://bit.ly/tal-m3podcast🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the m3 facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.
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Sep 7, 2022 • 1h 21min

535b mortgage broker Q&A, what to ask a broker, LMI, buying while rates are increasing, bridging loans + more

We're chatting with a mortgage broker to answer all your burning questions and it's great to have Rachelle Kroon from Sphere Home Loans back on the show. Glen, John & Rachelle chat about the property landscape and more including:👉🏾 how rate rises can affect your pre approval - make sure to check that it's still valid!👉🏿 how does a bridging loan work?👉🏻 considerations for anyone moving house👉 what happens when you take equity out of your home and then sell your home?👉🏼 when to chat with a broker if your fixed loan is ending soon👉🏽 how does a bank valuation work?👉🏻 how can salary packaging impact borrowing?👉🏾 does it cost to see a mortgage broker and what Qs should I ask to vet one?👉 offset accounts👉🏿 what's a discharge?Get connected to a mortgage broker like Rachelle and her team through Glen's preferred panel of professionals: http://bit.ly/m3reachout🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the m3 facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.
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Sep 5, 2022 • 1h 40min

535 high growth vs high yield ETFs, core/satellite approach, superannuation asset allocation, private health insurance, money values & more

Glen and Dev Raga from my millennial money medical caught up for a yarn and well, it became a campfire chat. They went deep on values, investing, health insurance and health care in Australia... all the good stuff!Whether you're a healthcare worker or just love geeking out on finance, make sure to head over to my millennial money medical and give it a listen! Check out the episode Glen mentions: 438b private health insurance case study: Glen's cost of surgeryLearn more about TAL here: https://bit.ly/tal-m3podcast🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the m3 facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.
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Aug 31, 2022 • 54min

534b the laws of attraction: how to be and attract the best in the workplace

What do you value most when you're looking to join or stay with a workplace? Is it the location, the pay or maybe the chance to work part time? SEEK were curious to know, so they surveyed thousands of candidates and compiled the results in an interactive data tool called Laws of Attraction. SEEK Research Manager, Caroline North joins Glen in this chat. They touch on the top drivers for millennials, how employers can attract the best people for their business or organisation and how to use the data to negotiate what you want at work. Give it a go below 👇Laws of Attraction interactive data tool: https://bit.ly/m3seekloaCheck out the article about 'quiet quitters': https://bit.ly/quietquittersThis is a sponsored episode.🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the m3 facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.
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Aug 29, 2022 • 1h 6min

534 dealing with a bad boss, retiring early, start family or buy house, side hustles + more (live in Sydney with Victoria from SOTM)

We had such a blast recording this live episode in Sydney, the last stop of the 2022 m3 tour! Shoutout to everyone who came along and made it an awesome night.Glen and John get into some great questions with the help of our friends, Victoria Devine from She's on the Money, Em & Shell from my millennial career and Vince Scully from Life Sherpa. This episode touches on:👉🏾 shifting your mindset around spending money when you're a hardcore saver👉🏿 tips on dealing with a bad boss!👉🏻 weighing up whether to start a family or buy a home first👉 catching up on super and getting financially set up after moving to Australia👉🏼 we're in our mid 50s, tips for planning to retire in 5 years?👉🏽 taking a risk to pursue your hobbyLearn more about TAL here: https://bit.ly/tal-m3podcastIf you haven't heard it, the my millennial career episode with Dom Price on 'bad apples' is a goodie!Get that pre-order in for Victoria's new book, Investing with She's on the Money: https://booktopia.kh4ffx.net/4eVP7LGrab a copy of Vince's book, Live the Life You Want With the Money You Have: https://booktopia.kh4ffx.net/P0kBrY🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the m3 facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.
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4 snips
Aug 24, 2022 • 1h 10min

533b insurance underwriting: loadings, exclusions, declines, mental health, recreational drugs, pastimes & more

We're getting into the weeds on personal insurance in today's episode!*** Trigger warning: This episode touches on themes around mental health and suicide. Please chat with your GP if you are experiencing any issues in regards to your mental health or contact Beyond Blue on 1300 22 4636 or Lifeline on 13 11 14.Friend of the poddy and insurance specialist Phil Thompson from Skye Wealth joins Glen to chat around the application process, what factors insurers consider and answer a bunch of great questions from the m3 community.Want to chat with a professional about personal insurance? Head over to sortyourmoneyout.com and click Get Help.🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the m3 facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.
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Aug 22, 2022 • 43min

533 burnout, pay LMI or wait to buy, worst time to invest in super, big money lessons + more (live in Melbourne with Sim from Girls That Invest)

Melbourne, you were so much fun! Glen, John, Shell and special guest Sim from Girls That Invest discussed:👉🏿 should I sell my investment property to help with cashflow stress?👉🏻 should I pay LMI to get into my home sooner or wait and save a bigger deposit👉 change my mind - I don’t think I need to add extra money in super! 👉🏽 funding a side hustle with your own money vs a bank loan👉🏾 preventing burnout in your career👉🏼 4 reasons to have a side hustle👉🏽 and peeps shared their biggest financial lessonsGet Girls That Invest by Sim Kaur: https://booktopia.kh4ffx.net/5b0gOjLearn more about TAL here: https://bit.ly/tal-m3podcast🛑 Please read our disclaimer + warnings before listening to this episode🏡 Join the m3 facebook group💸 Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resourcesmy millennial money is produced by SYMO interactive Hosted on Acast. See acast.com/privacy for more information.

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