money money money

Merry Christmas! 🎄 On today's episode Glen is joined by comedian Dan Ilic to celebrate your biggest wins of 2024 - from smashing financial goals to personal triumphs, we’re sharing the highs, the laughs, and everything in between. Not yet part of the money money money community? Click here to join!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, 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.

Scott Fletcher, Chief Investment Officer at Woodbury Private, specializes in advising ultra-high-net-worth clients. He reveals the intricacies of wealth management, from family offices to bespoke investment strategies. The conversation also touches on the importance of ESG considerations and emotional factors in decision-making. Scott discusses the collaborative approach among financial experts and highlights the evolving practices in philanthropy, including the rising engagement of younger generations and the complexities of digital assets like Bitcoin.

John Cachia, recognized as Advisor of the Year from Thriving Wealth, and Deline Jacovides, Inspire Women’s Advisor of the Year from Mazi Wealth, dive into the interplay between luck and strategy in financial success. They discuss the risks of geared ETFs and why chasing shiny objects rarely leads to success. Deline and John also explore debt recycling and whether self-managed super funds really are the best choice, emphasizing the need for personalized financial advice and careful investment strategies.

In this discussion, Ben Gleeson, a friend of Glen James, shares various festive work Christmas party ideas inspired by their community. They explore everything from extravagant gatherings to minimal celebrations, igniting a mix of jealousy and gratitude. Ben highlights the importance of inclusivity and team bonding during this season. The duo humorously navigates the challenges of HR policies while proposing budget-friendly ways to appreciate employees, emphasizing that a joyful workforce drives business success.

Nicole Gardner, known as TheRealMoneyMama on TikTok, brings her engaging insights on financial advice, joined by aspiring advisor Hannah Elliot and seasoned pro Bec Pritchard. They discuss the crucial red flags to watch for when hiring an advisor and the importance of personal relationships in finance. The trio emphasizes the impact of social media in the industry and reflect on their rewarding experiences. They also tackle how to think strategically about a $20,000 investment and share some light-hearted holiday gifting stories that challenge consumerism.

Josh shares his journey of leaving construction to pursue finance at 34, driven by a search for fulfillment. He discusses the emotional and financial hurdles of this transition, including selling his home to fund his degree. The conversation emphasizes the importance of networking in financial services and the need for a financial safety net. Listeners are inspired to embrace change, highlighting how passion can lead to a more satisfying career, even when it means taking significant risks.

Discover how to tackle HELP debt effectively by using salary packaging strategies. Learn about sub-dividing properties and the potential of leveraging a $200K windfall for big investments. The discussion dives into safeguarding inheritances for future generations and navigating the complexities of property development. Gain insights into cultivating a resilient financial mindset while celebrating community engagement through education. Perfect for anyone looking to make informed financial decisions!

Erin Davis, an accountant-turned-money-coach, helps women gain financial confidence. She discusses the often-overlooked tax obligations of Airbnb hosts, including important record-keeping tips and implications of capital gains tax. Erin emphasizes the impact of renting a room on CGT exemptions and explains the six-year rule relevant to primary residences. Throughout, she shares her journey to empower women in business, highlighting the importance of mindset and personalized financial coaching.

Phil Thompson, a financial advisor from Skye Wealth specializing in life insurance, dives into pressing insurance topics. He discusses how vaping and recreational drug use affect life insurance eligibility. The conversation turns to genetic testing's impact on coverage decisions, highlighting ethical dilemmas. Phil also addresses common pitfalls when switching super funds and the challenges of securing insurance with pre-existing conditions. The importance of professional advice and family coverage is emphasized, ensuring listeners understand their options and rights.

In today’s episode Glen chats with Jane* about her financial, career, and living situation, exploring the exciting options ahead. From a potential career pivot into the arts to a $90k boost from nan to help her and her sisters enter the property market, Jane has some big decisions to make. *Name changed for anonymity.Thanks 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, 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.