money money money

Rebecca Pritchard, a seasoned financial planner, dives into superannuation complexities and the importance of designating beneficiaries to avoid posthumous financial chaos. She explores what a potential global financial crisis could mean for your investments and retirement planning. Highlighting the significance of diversified strategies, Pritchard shares insights for young investors navigating market volatility. The conversation also touches on smart ways to manage financial windfalls and set realistic expectations for investment returns, ensuring listeners feel empowered and informed.

Glen, an investing author, and Nick Bradley, an investment podcast host, dive into the recent share market downturn. They spotlight the 'Magnificent Seven,' discussing why these stocks are thriving despite market fluctuations. The duo also explores the risks of leveraged investments and shares strategies for long-term prosperity amidst volatility. Glen introduces his 'magical formula' for evaluating stocks, emphasizing the need for personalized financial advice. They wrap up with insights on major tech giants and Nvidia's unique market dynamics.

Glen's latest book 'The Quick Start-Guide to Investing' is available here:  https://amzn.to/3QNNrbvIn today's episode Glen and financial adviser Rebecca Pritchard chat about:👉🏻 employee share plans - how they work + considerations for participating in one👉🏾 an update on the Forever Projects fundraiser👉 Glen's impulsive spending moment👉🏼 tips for moving out of home for the first time👉🏽 and a question on how to market your small businessThanks 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.

'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here:  https://amzn.to/3QNNrbvIn today's episode, Glen and Nick talk through the chapters of their new book,The Quick Start-Guide to Investing. This handy, step-by-step guide gives you everything you need to know to consistently invest ― and win ― with the share market, ETFs, and so much more.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.

Glen's latest book 'The Quick Start-Guide to Investing' is available here: https://amzn.to/3QNNrbvIf getting into the property market is something you're working towards, securing your first home or investment could be sooner or more achievable than you think. In today's episode guest mortgage broker Genevieve aka Gell Fordham from Sphere Home Loans shares her top tips for first home buyers and answers your questions. The episode touches on:👉 should I buy now or wait until I have a bigger deposit?👉🏽 buying in strata👉 rentvesting👉🏼 engaging a mortgage broker👉🏾 parental guarantees & the First Home Guarantee scheme👉🏿 is Lenders Mortgage Insurance (LMI) all that bad?👉🏻 using First Home Super Saver (FHSS) scheme funds👉🏼 how will debt / a car loan / HECS/HELP affect my borrowing capacity?👉🏽 I'm self-employed, how will it affect my ability to get a loan?👉🏾 what's the minimum deposit needed to secure a mortgage?👉🏿 how much $ will children affect my borrowing capacity?👉🏻 can I spend money between getting my pre-approval and full approval?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.

Glen's latest book 'The Quick Start-Guide to Investing' is available here: https://amzn.to/3QNNrbvSo you want to invest like a pro, soldier? Here are 5 top tips to get invested and stay invested.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.money money money & 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.

In today's episode special guest Laura Henshaw, co-founder and CEO of Kic App shares her story around money, learnings from her career & business journey and why she's so passionate about empowering people with wellness tools that focus on feeling good rather than looking good.Glen's latest book 'The Quick Start-Guide to Investing' is available here:  https://amzn.to/3QNNrbvDownload the KIC app and use promo code 'MMM' to get 1 month free: https://kicapp.com T&Cs. Offer only available for new and returning users of Kic until 30th October 2024. The discount applies to the first subscription period of your membership.
You can also find 🎧 KICPOD wherever you're listening to this podcast.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.money money money & 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.

Interest rates, inflation, owning investment property, offset account management, emergency funds, First Home Super Saver scheme, reportable fringe benefits, and cost of living are discussed in this entertaining podcast. The hosts share insights on property investments, inflation factors, unusual home discoveries, retirement planning, and the tax benefits of the FHSS scheme.

Over the coming decades, almost $5 trillion in assets is expected to be passed down from the Baby Boomer generation to younger Aussies. That's a lot of inheritances! In today's episode Glen chats with financial advisers Martin McGrath and James Millard about what this intergenerational wealth transfer means. They touch on:👉 ways that older generations can help their adult children👉🏼 gifting rules for individuals who receive the age pension or part pension 👉🏽 is there an inheritance tax?👉🏾 considerations for receiving an inheritance  📘 The Quick-Start Guide to Investing by Glen James & Nick Bradley: https://amzn.to/3QNNrbv 📘 Insufficient Funds by James Millard: https://amzn.to/4bR72iqThanks 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.this is money & 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.

Financial adviser Rebecca Pritchard and Glen discuss kids' super accounts, pocket money, furnishing homes, credit vs. charge cards. They emphasize early financial education, wise purchasing decisions, and the impact on credit scores.