money money money

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH
Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/

Jess can't remember a time she didn't feel stressed about money, and being married hasn't made it simpler. Glen takes a look at Jess's financial situation and how Jess and her husband manage money as a couple and asks whether the system they've built is actually working for both of them.

To see if you’re on track with your super for your age, head to https://art.com.au and search ‘How much super should I have?'.

Love these episodes? Check out our dedicated WWGD podcast feed!
Listen on Apple Podcast | Listen on Spotify

money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au

Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show

🏡 Join our Facebook community: https://bit.ly/m3fbgroup
Watch us on Youtube: https://www.youtube.com/@m3.podcast
Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes

This content 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 within our content 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. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
Hosted on Acast. See acast.com/privacy for more information.

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH
Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/

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

👉🏼 a couple making $950k household income are weighing up a home buying move
👉🏽 should I have bonds in my portfolio?
👉🏾 what's the best money you've ever spent on an experience?
👉🏿 was buying a house & land package as an investment a mistake?
👉🏻 car upgrade - what should I get?
👉 my financial adviser has recommended a super fund that I've never heard of
👉🏼 how would you fund a wedding? Sell shares or use equity from mortgage?

money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au

Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show

🏡 Join our Facebook community: https://bit.ly/m3fbgroup
Watch us on Youtube: https://www.youtube.com/@m3.podcast
Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes

This content 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 within our content 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. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
Hosted on Acast. See acast.com/privacy for more information.

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH
Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/

Tanu wants to buy his first home in Perth and has $50k sitting in the First Home Super Saver Scheme to use towards a deposit, but he's wanting some direction on how to move forward. Glen sits down with him to unpack his situation and shares what he would do.

To see if you’re on track with your super for your age, head to https://art.com.au and search ‘How much super should I have?'.

Love these episodes? Check out our dedicated WWGD podcast feed!
Listen on Apple Podcast | Listen on Spotify

money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au

Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show

🏡 Join our Facebook community: https://bit.ly/m3fbgroup
Watch us on Youtube: https://www.youtube.com/@m3.podcast
Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes

This content 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 within our content 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. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
Hosted on Acast. See acast.com/privacy for more information.

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH
Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/

In this Q&A Glen is joined by Phil Thompson from Skye Wealth to chat about:

👉🏼 getting personal insurance when you have multiple health exclusions
👉🏽 Lina and her husband's debt recycling plan
👉🏾 should I switch super funds? Plus what metrics matter when comparing super
👉🏿 using a credit card vs spending account for expenses
👉🏻 should I go through my financial adviser or Skye Wealth to get personal insurance?
👉 does life insurance and TPD held inside super still pay out if you move overseas?

money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au

Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show

🏡 Join our Facebook community: https://bit.ly/m3fbgroup
Watch us on Youtube: https://www.youtube.com/@m3.podcast
Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes

This content 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 within our content 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. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
Hosted on Acast. See acast.com/privacy for more information.

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/

Chad & Britt* are nurses who have three young kids and are about to inherit $200k. They want to use some of it to take a holiday, buy a caravan and pay down some of the mortgage. What would Glen do in their position?

*Names changed for privacy

To see if you’re on track with your super for your age, head to https://art.com.au and search ‘How much super should I have?'.

money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au

Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show

🏡 Join our Facebook community: https://bit.ly/m3fbgroup
Watch us on Youtube: https://www.youtube.com/@m3.podcast

Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes

This content 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 within our content 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. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.
Hosted on Acast. See acast.com/privacy for more information.