818 moving to Betashares Direct, super when you die & is a Sydney apartment worth it?
In today's Q&A Glen and John discuss:👉🏻 what happens with your superannuation when you pass away?👉 should I move my investing to Betashares Direct?👉🏼 is this Sydney apartment the best one for me?Book a clarity call with John here: https://www.solverewealth.com.au/clarity-call-with-john-pidgeon/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.
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50:56
parental leave lessons on identity, self-trust and priorities with Emily Bowen
Today’s bonus episode is from the This is Work podcast, where Shell catches up with former cohost Emily Bowen about what it’s really like to step away from work and into the baby bubble. They discuss the identity shift that comes with taking parental leave, the vulnerability of pressing pause and feeling disconnected from your workplace, and the surprising moments of clarity that come with time away from the hustle. Em touches on:👉🏾 what helped her stay connected while on leave👉🏿 building trust and confidence in her ability to return to work & have a successful career👉🏻 processing the vulnerability of stepping back👉 and the power of a work bestieConnect with Em on LinkedIn here: https://www.linkedin.com/in/emilybowen26/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. Hosted on Acast. See acast.com/privacy for more information.
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55:06
817b mms: kids and career (parental leave, managing money + reshaping your career)
In today's episode Glen chats with Genevieve from Sphere Home Loans about her real-life experience of starting and growing a family while navigating career changes. Genevieve and her partner have had two kids, stepped in and out of the workforce, and managed money every step of the way. They cover:👉🏾 preparing financially for parental leave👉🏿 superannuation splitting with your partner👉🏻 managing childcare costs👉 returning to work part-time👉🏼 mindset shifts around identity, career and motherhood👉🏽 tips for young families navigating similar transitionsThanks 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.
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45:59
817 investing in the company you work for, CHESS vs non-CHESS brokers & money on first dates
In today's episode Glen and financial adviser Jess Brady from Financially Fierce answer your money questions! They touch on:👉🏿 should you invest in the company you work for?👉🏻 CHESS vs non-CHESS sponsored share brokers and if it matters👉 would you talk about money on a first date?Subscribe to Financially Fierce here: https://www.moneypodcast.com.au/financially-fierceTo check out Jess's Evergreen Money Growing Club or The Greenhouse Money Growing Program, click here.Here's the lotto win video mentioned in the chat: https://youtu.be/cAKqd86Nd4s?si=YNHx45hj8_P554vbSubscribe to this is business: https://www.moneypodcast.com.au/businessCheck out Glen's book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/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.
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41:46
816b the founder effect: investing in founder-led companies (Tesla, Meta, Amazon + more)
What do Tesla, Meta and Amazon have in common? They’re founder-led, and that might just be their secret sauce. In this episode Glen chats with author and fund manager Lawrence Lam about the unique mindset founder-CEOs bring to the table, why psychological ownership matters and how to spot red flags in your portfolio. They unpack examples from Chemist Warehouse to Netflix and dig into Lawrence’s new book The Founder Effect, a must-read for investors looking to identify high-performing leadership.Check out 📘 The Founder Effect here: https://amzn.to/3Gy8jAVThanks 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.
Join Glen James as he helps you sort your money out and get invested. Money, property, careers, life & everything in between.Formerly my millennial money. Hosted on Acast. See acast.com/privacy for more information.
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