Now that Jess has set her financial goals, how should she put her money to work so she can meet them?

She knows she wants to invest, should she be saving too? What about superannuation?

Financial Adviser, Glen Hare from Fox & Hare is back to help Jess figure out her priorities and allocate accordingly.

Chapters:

00:00 What Would You Do With Extra Income

00:43 Setting Goals That Actually Work

03:11 Splitting $3k Wisely

10:26 Investing For Long Term Wealth

13:33 Why Super Is More Powerful Than You Think

22:45 Turning Advice Into A Clear Plan

26:37 How Real People Use Their Money

Join our community of beginner investors; sign up to the Get Started Investing newsletter here

Share your investing story with us Submit here

If you want to get in touch with Glen Hare we can put you in touch here

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

———

Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct

Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Get Started Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Ever wondered what it's like to meet with a financial adviser? Or how they actually help with your finances? Jess had.

So in this episode, she has her very first meeting with a financial adviser; Glen Hare from Fox & Hare.

We are keeping this series as real as possible - so Jess and Glen's chat is just how a first meeting with an advisor would happen in real life.

This recording was the first time the two had met and Glen takes Jess through the same process as any new client.

But before she met with Glen, Jess caught up with community member Andrew. He shared how working with a financial advisor changed his money life for the better and gave Jess some tips on how to approach the first meeting.

Chapters:

00:00 Jess Faces First Advice Session

05:15 Listener Andrew Shares His Turnaround

10:25 Glen Maps Jess Money Goals

16:25 Super, Insurance And Big Decisions

22:17 Planning For An Unknown Future

28:26 Dream Life By The Water

Join our community of beginner investors; sign up to the Get Started Investing newsletter here

Share your investing story with us Submit here

If you want to get in touch with Glen Hare we can put you in touch here

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

———

Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct

Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Get Started Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.

Before investing a single cent, you need to get your cashflow sorted.

So today we step into the practical side of things; budgeting, savings rates, and the systems that make investing possible.

To set up a system she will actually stick to, Jess speaks to Glen James- host of the Money Money Money podcast and former financial adviser.

Plus Jess receives some much needed encouragement from listener Phoebe, who shares her story that the dreaded admin of setting up your money right, is well worth it.

By the end of this episode, Jess will walk away with a realistic (and surprisingly generous) savings rate and budgeting framework- and you can too!

Chapters:

00:00 Do This Before You Invest

02:02 The Financial House Framework

04:48 Why Systems Beat Good Intentions

09:42 Fixing Jess’ Money Flow

12:23 The Budget That Changed Everything

16:01 Setting Up Money Buckets

20:12 Real Example of Chaos to Control

23:05 How Systems Kill Money Anxiety

Join our community of beginner investors; sign up to the Get Started Investing newsletter here

Share your investing story with us Submit here

Check out the Glen James Spending Plan here

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

———

Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/direct

Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.

———

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

———

Get Started Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.