Episodes

  • 747b wwgd: Jane's Nan has offered $90k to help buy a property
    Nov 20 2024

    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 here


    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, 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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    54 mins
  • 747 potential HELP debt changes, choosing the best super fund, ETFs inside super + the life insurance in super scandal
    Nov 18 2024

    In today's episode Glen and Vince Scully from Life Sherpa discuss:


    👉🏿 proposed Government changes to reduce student loans

    👉🏻 choosing the best super fund for you

    👉 default insurance within super

    👉🏼 and buying ETFs within super


    Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here


    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, 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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    1 hr and 11 mins
  • 746b mortgage broker Q&A (turning your PPOR into an investment, renovation loans, kids & borrowing capacity + more)
    Nov 13 2024

    In today's chat, Rachelle Kroon from Sphere Home Loans joins Glen to answer all your questions touching on:


    👉🏾 benefit of using a broker vs direct to bank

    👉🏿 will a mortgage broker help someone get a loan under $250k?

    👉🏻 how much does having a child impact borrowing capacity?

    👉 borrowing capacity upon returning from mat leave

    👉🏼 using equity to buy a new PPOR

    👉🏽 what after-settlement service can you expect from brokers?

    👉🏾 renovation loans

    👉🏿 financial hardship assistance & impact on refinancing

    👉🏻 how does applying for lending impact your credit score?

    👉 do mortgage brokers get kickbacks from developers?

    👉🏼 building a granny flat on your property


    Thanks to Sphere Home Loans for supporting this episode! Need a mortgage broker? Connect with the team here


    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, 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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    1 hr and 1 min
  • 746 financial gifts in Australia, making your house an investment property, brokerage account fees + active vs passive
    Nov 11 2024

    In today's Q&A Glen and John talk about:


    👉🏻 are flights to check on your investment property tax deductible?

    👉 financial implications for turning your home into an investment

    👉🏼 do you need to pay tax on financial gifts from overseas?

    👉🏽 investment platforms & brokerage fees

    👉🏾 the VAP and VSO ETFs


    Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here


    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, 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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    57 mins
  • 745b buying my first home or investment property (clarity call with Tayla)
    Nov 6 2024

    Tayla is 27 and wants to know what it will take to purchase her first home on the NSW Central Coast. In this live clarity call, John Pidgeon from this is property and mortgage broker Genevieve Fordham from Sphere Home Loans help Tayla crunch the numbers to figure out what she can afford to buy as either a first home or investment property.


    Want clarity on your property situation? Book a clarity call with John here


    Check out John's book, Sort Your Property Out & Build Your Future at sortyourpropertyout.com


    Thanks to Sphere Home Loans for supporting this episode! Need a mortgage broker? Connect with the team here


    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, 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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    41 mins
  • 745 the $1 rule, and 43 other easy ways to be better with money
    Nov 4 2024

    Improving your money doesn't have to be complicated! In this episode Glen and Lucy Dean, wealth reporter at the Australian Financial Review, share a ton of easy money tips and hacks from the experts to help you save money, spend smarter and build wealth.


    Prefer reading? Check out Lucy's article here (you'll need an AFR subscription): https://bit.ly/40rf5k4


    Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here


    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, 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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    57 mins
  • 744b wwgd: Megan is 27, newly married and wants career guidance + a financial health check
    Oct 30 2024

    In this episode of "what would Glen do", Megan asks for a review of her finances to know if she's on the right track and some advice on her next career move to increase her salary.


    Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here


    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, 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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    49 mins
  • 744 a lazy financial plan, trying to sell an unusual home, those who can’t be helped + offset accounts gone wrong
    Oct 28 2024

    In today's Q&A Glen and John discuss:


    👉🏾 should you market your home to a specific demographic?

    👉🏿 tips for vetting a listing agent to sell your home

    👉🏻 giving financial advice to friends and family

    👉 is there anything wrong with my lazy financial plan?

    👉🏼 investing extra mortgage repayments instead of putting it in offset


    Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here


    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, 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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    57 mins