money money money

Glen James
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Aug 17, 2022 • 45min

532b mistruths about financial advisers & a case study

If you've ever wondered what a financial adviser does or how they can help you achieve your financial goals, get this episode in your ears! Glen chats with Alex Luck and Scott Taylor from Everest Wealth. They unpack:👉🏼 what does a financial adviser offer that I can't get for free on the internet?👉🏽 fee structure and what to expect when you engage an adviser at Everest Wealth👉🏾 regulation in the advice industry👉🏿 where to begin if you are looking for an adviser👉🏻 do I need advice? Some examples of when it might or might not be a good option for you to explore👉 and a case study of an Everest Wealth clientCheck out the case study here: https://bit.ly/everestm3Need some help with your financial goals? Get connected with Glen's preferred panel of trusted professionals: https://bit.ly/gethelpm3🛑 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 15, 2022 • 1h 4min

532 fix mortgage or keep variable, blending ETFs, offset accounts, feeling behind at 30 + more (live in Perth)

Today's live Q&A is a mix of share investing and property questions sprinkled with some encouragement if you're feeling like you're not where you think you should be at financially or in other ways. Thanks for hanging out, Perth! Glen and John with the help of our tour partners and special guests chat about:👉🏾 is buying a 2nd property a good idea with rising interest rates?👉🏿 wanting to invest while saving for a home👉🏻 investing in multiple ETFs from different 'brands'👉 fixing part of your mortgage interest rate in the current market👉🏼 understanding asset allocation in relation to your goals👉🏽 a fun discussion around what type of personal insurance you would choose if you could only pick one👉🏿 I'm in my early 30s and feeling behind, how do I deal with this? 👉 reducing risk when investing in property interstateGlen and Vince explain the First Home Super Saver Scheme: https://youtu.be/rDFXb_AcuU0Learn more about TAL: https://bit.ly/tal-m3podcast and their approach to ESG: https://www.talourcontribution.com.au/🛑 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 10, 2022 • 56min

531b wills & estate planning

Estate planning isn't the funnest of topics but wowee it's important! Today's episode is a bit of a 101 around wills and estate planning and we asked Aubrey Brown lawyers, Angela Brischetto and Nicholas Ketley your burning questions. The episode touches on:👉🏾 will kits vs DIY wills vs working with a lawyer👉🏿 when should a will be updated👉🏻 what if the executor or beneficiaries pass away?👉 what is a power of attorney and power of guardianship👉🏼 what happens to super in death👉🏽 how are adopted or step kids regarded by the court👉🏿 what is probate👉🏾 what if I'm single and have no kids?👉🏻 dying without a will👉 litigation👉🏿 disputing a willHave questions or need advice around your estate planning? Get in touch with Angela, Nick and the Aubrey Brown team: https://bit.ly/m3aubreybrown🛑 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 8, 2022 • 42min

531 best saving tips, achieving big goals, is a credit score needed, FI + more (live in Adelaide)

Radelaide, you've been real! In today's live episode Glen and John discuss some great questions around financial independence, putting extra in super, setting habits and so much more. Watch on YouTube: do I need a good credit score?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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Aug 3, 2022 • 53min

530b we need to talk about preventative health (with Dr Priya Chagan)

Ever been told that "prevention is better than cure"? Well today's episode is a PSA to check your health before you wreck yourself while you're out there making all that cash money. TAL's General Manager of Health Services, Dr Priya Chagan joins Glen on the show to share some simple ways we can all invest in our own preventative health care. As part of this conversation we asked our Facebook group what good health means to you and share some of your responses!Check out the TAL Health Connector here.Learn more about TAL here: https://bit.ly/tal-m3podcastThis 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 1, 2022 • 52min

530 FIRE by 35 or LOOT, build now or wait, negotiating on property + more (live in Hobart)

We had an awesome time recording this episode with our Hobart peeps! Some awesome questions were asked, like:👉🏻 Should I use spare cash to buy shares or pay down the mortgage?👉 what are the next steps when you've maxed out your debt to income ratio👉🏼 the cost of building right now is so high, should we build now or wait?👉🏽 should I get solar if I have an EV?👉🏾 investing in property as an immigrant👉🏿 tips for negotiating on a property👉 how to accelerate wealth creation to potentially retire within 10 yearsLearn 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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Jul 27, 2022 • 53min

529b family law: prenups/BFAs, child support, separating with kids, de facto relationships + more

Nobody gets into a long term relationship planning for it to go south, but it's good to know what happens if you do part ways.*** Trigger warning: This episode covers topics relating to relationship breakdown and separation. If you are experiencing issues like domestic or family abuse please reach out to 1800respect.org.au or 1800 737 732.Big thanks to Aubrey Brown family lawyers, Tanya Hibberd and Kate O'Grady for joining us on the show. They answer a bunch of questions from Glen and the m3 community, including:👉🏿 do you need a family lawyer if there is a relationship breakdown?👉🏻 can a couple see the same lawyer for separation or BFA matters?👉 do the courts get involved when kids are in the picture?👉🏼 a heap of stuff around BFAs (binding financial agreements)👉🏽 what happens during a separation with kids?👉🏾 what are the ways to sort out child support?👉🏻 are there legal requirements for what child support can be spent on?👉🏿 what's the best way to protect your assets going into a relationship?👉 is it true that if you leave your partner gets half?👉🏽 how long does it take for the court to validate a consent order?👉🏾 how do family financial disputes work across international borders?👉🏼 what happens around de facto relationships and entitlement to assets👉 if I have a discretionary trust does that mean all my assets are hidden?Need some advice or guidance on your situation? Get in touch with Tanya, Kate and the Aubrey Brown team: https://bit.ly/m3aubreybrown🛑 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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Jul 25, 2022 • 39min

529 compound interest projections, is salary packaging worth it, a goal of 10 properties + more (live in Canberra)

We had an awesome time meeting peeps and doing a live recording in Canberra. Thanks for your awesome questions and case studies!AFR article - https://www.afr.com/policy/economy/rba-cash-rate-set-to-double-in-coming-months-20220720-p5b33eLearn 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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Jul 20, 2022 • 53min

528b starting a family & managing money

Starting or growing your family is a wild ride! SYMO's Content Producer, JK and friend of the show, Bec Pritchard share their tips and tricks for financially preparing and managing money during this season along with their experiences of having kids through the public and private healthcare system.*** Trigger warning: This episode covers sensitive topics relating to fertility and childbirth which could be upsetting for some listeners. We encourage you to chat with your GP if you are experiencing any issues in this space.You might also like these!330 the ultimate investment: your first babyBec's blog post outlining the costs of her pregnancy and birth 👶Bec's blog series on family money convos🛑 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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Jul 18, 2022 • 35min

528 rich vs wealthy, how to untie your value from money, money mindset, buying first property + more (live in Brisbane)

Today's episode was recorded LIVE in Brisvegas! Thanks for partying with us Brissy, it was a blast! ✈️ Come see us on tour - grab tix at: mymillennial.money/tourLearn 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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