Épisodes

  • 823 a look at alternative assets, hedge funds, speccies & investing in sexy stuff (campfire chat)
    Jun 9 2025

    In this campfire chat, Glen and Vince Scully from Life Sherpa unpack the world of alternative assets, everything from hedge funds and VC investments to gold, wine, watches, crypto and even pink diamonds. It’s a deep (and slightly cheeky) dive into the ‘sexy stuff’ that shows up in your super or portfolio and why you probably don’t need as much of it as you think.


    📘 The Quick-Start Guide to Investing by Glen James & Nick Bradley: https://amzn.to/3QNNrbv


    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.

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    1 h et 38 min
  • Forever Projects update, Kilimanjaro climb & their 100% charity giving model
    Jun 5 2025

    Giving generously (with time, money or support) has always been a central part of Glen's money philosophy. In this conversation he chats with Mark Dombkins from Forever Projects, one of the key charities that money money money supports financially. They chat about an upcoming Mount Kilimanjaro climb, how their charity activities are going and their 100% charity giving model.


    Check out Forever Projects here: https://foreverprojects.org/

    See all the charities m3 supports here: https://www.moneypodcast.com.au/charities


    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.

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    44 min
  • 822b buying your first property: home or investment?
    Jun 4 2025

    Buying your first property is a big deal, and being strategic with that first purchase has never been more important. In this chat Glen, John and Rach discuss the various ways to approach your first property purchase, touching on:


    👉🏾 making a plan to save for a property

    👉🏿 deciding on a home or investment first

    👉🏻 the downsides of self managing investment properties

    👉 the trends of buying new vs old

    👉🏼 and quickfire tips for buying in Australia


    Check out John's book, Sort Your Property Out & Build Your Future here: https://www.moneypodcast.com.au/resources#books

    'The Quick Start-Guide to Investing' by Glen James & Nick Bradley is available here: https://amzn.to/3QNNrbv


    Subscribe to this is property: https://www.youtube.com/@thisisproperty


    Check out the original First Home Super Saver scheme video - an updated one to come: https://youtu.be/rDFXb_AcuU0


    This is a sponsored episode.


    Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here


    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.

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    1 h et 4 min
  • 822 taxing unrealised gains? understanding the Division 296 superannuation tax
    Jun 2 2025

    The media has been spotlighting the Division 296 tax on super balances in Australia over $3m starting 1 July 2025. In this episode Glen and John unpack:


    👉🏾 what Division 296 is and how it works

    👉🏿 how the new super tax is calculated

    👉🏻 the potential reasoning behind the policy

    👉 why taxing unrealised gains is controversial

    👉🏼 who this affects and whether you need to worry


    Watch this episode on YouTube here: https://youtu.be/T24gjis0MAI


    Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here


    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.

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    1 h et 2 min
  • 821b Gina left her legal career after having kids to start a business
    May 28 2025

    Thinking of leaving the employee life to start a business? Gina did - with no roadmap, a warehouse lease, and two kids in tow. She and Glen chat about the messy middle of building something new, from landing the first client to perfecting the sales pitch and tackling the fear that comes with starting something new.


    This episode first aired on our podcast, this is business! Subscribe on Apple Podcasts | Subscribe on Spotify


    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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    52 min
  • 821 early retirement, super balance goals, money regrets & divorce when in biz (Perth event)
    May 26 2025

    In this special live episode from Perth, Glen and John take questions straight from the audience. From early retirement goals to splitting assets during a separation, they cover real-life money scenarios with plenty of laughs and practical tips along the way. They touch on:


    👉🏾 how much super do you really need to retire?

    👉🏿 financial hurdles and how to overcome them

    👉🏻 early retirement vs building a life with choice

    👉 splitting a business during a separation

    👉🏼 using equity: pay off bad debt or invest?

    👉🏽 buying a forever home vs wealth-building property

    👉🏾 real-life financial decisions we regret

    👉🏿 how to plan when life throws up weddings, babies and mortgages


    Thanks to our event partners: Forever Projects, Everest Wealth, Finext, and Australian Retirement Trust!


    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.

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    1 h et 5 min
  • 820b for first home buyers: understanding lending & the home loan process (B for beginner)
    May 21 2025

    Calling all first home buyers! Here's what you need to know about lending, mortgages, mortgage brokers, and the home buying process. In this episode, Glen chats with mortgage broker Genevieve from Sphere Home Loans about:


    👉 how lenders are matched with you

    👉🏼 how much generally you can expect to borrow based on your income

    👉🏽 key terms like deposit, servicing, lenders mortgage insurance (LMI)

    👉🏾 schemes and concessions to look into

    👉🏿 a walk through of working with a mortgage broker

    👉🏻 how a mortgage broker is paid


    Need a mortgage broker? Connect with the Sphere Home Loans team here


    Thanks to Skye Wealth for supporting our Thursday show! Connect with the team here


    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.

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    48 min
  • 820 LICs vs ETFs (with Vince Scully)
    May 19 2025

    Vince Scully is back! In this episode he and Glen unpack what listed investment companies (LICs) are, and how they compare to ETFs. Together they discuss:


    👉🏾 what LICs are in a nutshell

    👉🏿 the top 10 holdings of two LICs vs the IOZ ETF

    👉🏻 how performance and volatility interact

    👉 understanding the tax implications of LIC

    👉🏼 the pros and cons of LICs vs ETFs


    Thanks to Sphere Home Loans for supporting the Tuesday show! Need a mortgage broker? Connect with the team here


    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.

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    47 min