this is daily

Dave has over $1M in super and is torn between staying in Hostplus Choice Plus or moving to a WRAP account. In this clip Glen James and Martin McGrath break down strategy vs. product, the tax implications, and why sometimes less tinkering leads to better outcomes.

This audio is from a clip on the money money money YouTube channel: https://youtu.be/og8cUNJuc7c

If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here: https://www.moneypodcast.com.au/mmmshownotes

This video is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs. You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions in this video for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. SYMO Interactive Pty Ltd (trading as Retire Right Australia) and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice, which holds Australian Financial Services Licence 243313. Please read our Financial Services Guide at moneypodcast.com.au.
Intro Music:
"80's Movie Marathon" by Luciano Music Co.
Licensed via Shutterstock Music (royalty-free, commercial use permitted).
Segment/Outro Music:
"Photograph" by nomaBeats
Licensed via Pixabay Music – royalty-free for commercial use.
No copyright infringement intended. All music used under appropriate commercial licences.
Hosted on Acast. See acast.com/privacy for more information.

Glen James and Vince Scully discuss a viewers question about slow customer service with their super fund.

This audio is from a clip on the money money money YouTube channel: https://youtu.be/FC327ihpXRI

If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here: https://www.moneypodcast.com.au/mmmshownotes

This video is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs. You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions in this video for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. SYMO Interactive Pty Ltd (trading as Retire Right Australia) and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice, which holds Australian Financial Services Licence 243313. Please read our Financial Services Guide at moneypodcast.com.au.
Intro Music:
"80's Movie Marathon" by Luciano Music Co.
Licensed via Shutterstock Music (royalty-free, commercial use permitted).
Segment/Outro Music:
"Photograph" by nomaBeats
Licensed via Pixabay Music – royalty-free for commercial use.
No copyright infringement intended. All music used under appropriate commercial licences.
Hosted on Acast. See acast.com/privacy for more information.

Glen James and Jess Brady from Financially Fierce talk about a listeners question in regards to reinvesting dividends on the nabtrade platform.

This audio is from a clip on the money money money YouTube channel: https://youtu.be/Yu2yMUGEeYw

money money money is proudly brought to you by Sphere Home Loans. No matter where you are in Australia, their team is ready to assist with your mortgage needs—whether you're purchasing a home, investing in property, or looking to refinance.

Sphere Home Loans: https://www.spherehomeloans.com.au/

Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11ai

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: https://email.moneypodcast.com.au/

Need a system to manage your money? Check out the free Glen James Spending Plan here: https://education.moneypodcast.com.au/courses/the-glen-james-spending-plan

This video is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. 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 and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment video as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this video. SYMO interactive Pty Ltd, the publisher of the video, is an authorised representative of MoneySherpa Pty Ltd (as is Glen James) which holds financial services licence 451289. Please read our Financial Services Guide located at moneypodcast.com.au. This video is intended for residents of Australia.

Intro theme:
"Coal" by Hartley
Licensed via Shutterstock Music – royalty-free, commercial use permitted.
Community Segment Theme:
"Tuscan" by Geoffrey Jerrell
Licensed via Shutterstock Music – royalty-free, commercial use permitted.
Midroll Advice Segment:
"Sunset Paradise Pop" by Lesion X
Licensed via Pixabay Music – royalty-free for commercial use.
Outro Music:
"Photograph" by nomaBeats
Licensed via Pixabay Music – royalty-free for commercial use.
No copyright infringement intended. All music used under appropriate commercial licences.
Hosted on Acast. See acast.com/privacy for more information.

‪@deeppocketmonster‬ joined Glen to share about building passive businesses, his definition of success and his incredible YouTube channel.

This audio is from a clip on the money money money YouTube channel: https://youtu.be/TJLLWiYXPs0

money money money is proudly brought to you by Sphere Home Loans. No matter where you are in Australia, their team is ready to assist with your mortgage needs—whether you're purchasing a home, investing in property, or looking to refinance.

Sphere Home Loans: https://www.spherehomeloans.com.au/

Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://amzn.to/4dE11ai

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: https://email.moneypodcast.com.au/

Need a system to manage your money? Check out the free Glen James Spending Plan here: https://education.moneypodcast.com.au/courses/the-glen-james-spending-plan

This video is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. 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 and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment video as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this video. SYMO interactive Pty Ltd, the publisher of the video, is an authorised representative of MoneySherpa Pty Ltd (as is Glen James) which holds financial services licence 451289. Please read our Financial Services Guide located at moneypodcast.com.au. This video is intended for residents of Australia.

Intro theme:
"Coal" by Hartley
Licensed via Shutterstock Music – royalty-free, commercial use permitted.
Community Segment Theme:
"Tuscan" by Geoffrey Jerrell
Licensed via Shutterstock Music – royalty-free, commercial use permitted.
Midroll Advice Segment:
"Sunset Paradise Pop" by Lesion X
Licensed via Pixabay Music – royalty-free for commercial use.
Outro Music:
"Photograph" by nomaBeats
Licensed via Pixabay Music – royalty-free for commercial use.
No copyright infringement intended. All music used under appropriate commercial licences.
Hosted on Acast. See acast.com/privacy for more information.

Nathan Fradley and Glen James unpack what to do if you believe you or your parents or loved ones need aged care support, and walk through the fees associated with aged care facilities.

This audio is from a clip on the money money money YouTube channel: https://youtu.be/ESZgUUKpYzU

If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional: https://www.retireright.com.au/get-help

Sign up to the Retire Right newsletter here: https://email.retireright.com.au/

🏡 Join the retire right facebook group: https://www.facebook.com/groups/retireright

To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here: https://www.moneypodcast.com.au/mmmshownotes

This video is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs. You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions in this video for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. SYMO Interactive Pty Ltd (trading as Retire Right Australia) and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Martin McGrath, Financial Edge Group and their employed financial advisers are authorised representatives of Synchron Advice, which holds Australian Financial Services Licence 243313. Please read our Financial Services Guide at moneypodcast.com.au.
Intro Music:
"80's Movie Marathon" by Luciano Music Co.
Licensed via Shutterstock Music (royalty-free, commercial use permitted).
Segment/Outro Music:
"Photograph" by nomaBeats
Licensed via Pixabay Music – royalty-free for commercial use.
No copyright infringement intended. All music used under appropriate commercial licences.
Hosted on Acast. See acast.com/privacy for more information.