In today's Q&A we've got resident mortgage broker and friend of the show, Rachelle Kroon from Sphere Home Loans here to answer all of your burning questions about property loans! Rachelle shares what she's seeing on the ground in the mortgage space and gets into your questions around: 👉🏼 parental guarantees 👉🏽 saving a home deposit in your parent’s bank account 👉🏾 FHB concessions + eligibility if buying with a partner who has bought before 👉 the lending process for a land purchase and...
Aug 14, 2023•1 hr 2 min•Transcript available on Metacast Kate and Jonathan are keen to know if their finances are on track for how they want to live life on their own terms. In this focus session they discuss their plans and goals to live overseas, make renos on the house and building their financial future. To get help, and to check out our online courses, 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. Be...
Aug 10, 2023•1 hr 10 min•Transcript available on Metacast Let's talk about business, baby! Today we're answering all your biz questions with some special guests you would have heard on this Tuesday's episode, Sarah Kelsey from the OneUp Project and Sim Kaur from Girls That Invest. Glen, Sim and Sarah chat about: 👉 using a personal loan to start your biz 👉🏼 being a sole trader vs becoming a company 👉🏽 using a brand name vs your personal name for your business 👉🏾 when is it time to leave your day job to pursue your side hustle? 👉🏿 growing ...
Aug 09, 2023•1 hr 2 min•Transcript available on Metacast In today's Q&A we chat investing, boundaries, work and more with special guests Sim Kaur from Girls That Invest and Sarah Kelsey from the OneUp Project ! The episode touches on: 👉🏼 simplifying your investing portfolio/strategy 👉🏽 mortgages, cars and novated leases 👉🏾 communication + setting boundaries at work + being a business owner/employer 👉🏿 navigating burnout at work + cost of living pressure 👉🏻 investing apps Check out the my money journal here Wanna know how much you should ...
Aug 07, 2023•1 hr 3 min•Transcript available on Metacast In part 2 of investing for kids Glen answers a bunch of FAQs and shares some ways to teach your kids about money. 👉🏽 what if I invest for my child in an informal trust and use the dividends myself? 👉🏼 can I have a joint account for my two kids? 👉🏾 what investing platforms allow you to set up investing for kids? 👉🏿 how can you invest for someone else’s kids? 👉🏻 what happens with the investments if you pass away prematurely? 👉 can I claim investments as a tax deduction? 👉🏼 can I inves...
Aug 02, 2023•45 min•Transcript available on Metacast It's finally here - the highly anticipated deep dive on how to invest for your kids! In this bonus episode Glen shares 6 ways to build wealth for your child, touching on income tax, CGT, pros, cons and considerations for each option. my millennial investor: making your kid a millionaire is easy 🧒 Prefer reading? Check out the blog post on this episode here Learn more at these links below from the ATO: Children's savings accounts Tax rates if you're under 18 years old We hate email spam so we do...
Aug 01, 2023•1 hr 11 min•Transcript available on Metacast In today's Q&A Glen and John chat about: 👉🏻 escaping the rat race and moving from the city to the country 👉 recession-proof investments 👉🏽 changing your super fund to get better personal insurance 👉🏼 how many units or townhouses are too many in a development? 👉🏾 how to know when it’s time to change your career? 📒 Sort Your Career Out & Make More Money Check out our upcoming and past webinars here Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your accou...
Jul 31, 2023•1 hr•Transcript available on Metacast In today's focus session Glen chats with Aly who's just achieved a huge financial goal and now wants direction on what to do next! Take a listen to episode 613b with Forever Projects founder, Mark Dombkins ! 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 r...
Jul 27, 2023•1 hr 1 min•Transcript available on Metacast Today we're talking all things credit scores and credit reports! Credit reporting expert Geri Cremin from CreditSmart joins Glen on the show to share what the latest research reveals about Aussie habits, attitudes, and behaviours towards credit in the face of rising cost of living and answers all your burning questions: 👉🏾 what's the difference between a default vs late payment? 👉🏿 how long does a default stay on your report? 👉🏻 is your credit score still relevant after you buy your h...
Jul 26, 2023•51 min•Transcript available on Metacast In today's episode Glen and John discuss: 👉 investing and hitting your first $100k 👉🏼 CHESS vs custodian, should you care? 👉🏽 I'm mortgage-free, now what? 👉🏾 an update on the property market 👉🏿 rebuilding after life and money setbacks 👉🏻 navigating mortgage stress 👉 plus a cheeky lil afterparty Remember to chat with your GP if you are experiencing any issues in regards to your mental health or contact Beyond Blue on 1300 22 4636 or Lifeline on 13 11 14. Check out our resource list of...
Jul 24, 2023•1 hr 9 min•Transcript available on Metacast In today's episode Megan shares her rollercoaster of a story - going from working in a nightclub, to investing in shares and property, filing for bankruptcy and rebuilding her finances, career and identity from the ground up. Strap in for this my millennial story! Thanks to Global X for supporting our Thursday show! ✨ Learn more about their range of ETFs. 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...
Jul 19, 2023•1 hr 11 min•Transcript available on Metacast You're hearing it first on today's episode peeps - unreleased content from my millennial daily! Glen, John and Shell answer questions from the community about: 👉 starting to invest 👉🏼 overcapitalising on renovations 👉🏽 selling a house with a dodgy deck 👉🏾 how to know if you're being underpaid 👉🏿 job seeking & how long to expect a response from recruiters 👉🏻 how nearby housing developments may affect your house value 👉 offset accounts for investment properties my millennial money ...
Jul 17, 2023•1 hr 6 min•Transcript available on Metacast In today's focus session Glen does an autopsy on Michelle's situation who's looking for some financial direction for her and her partner! 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 determina...
Jul 13, 2023•57 min•Transcript available on Metacast Avoid these common investing mistakes at all cost! Kate Campbell and Owen Rask from Rask Media join Glen on the show. Thanks to Global X for supporting our Thursday show! ✨ Learn more about their range of ETFs. 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, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general financial ...
Jul 12, 2023•56 min•Transcript available on Metacast In today's Q&A Glen and John touch on: 👉🏾 earning and using frequent flyer points 👉🏿 investing in high growth asset allocation 👉🏻 tips for starting a business from our community 👉 concessional contribution caps 👉🏼 and more! View the projections PDF Glen mentions in the chat here Glen's book: Sort Your Money Out and Get Invested The Psychology of Money by Morgan Housel Webinar: beyond super: Is the insurance in your super fund enough? Thanks to Sharesies for supporting our Tuesday sh...
Jul 10, 2023•1 hr•Transcript available on Metacast Today's episode is a special one for all the furry friend lovers out there. 🐶🐱 Joining Glen on the show is Sarah who's a veterinarian here to answer a ton of your burning questions about cats, dogs and becoming a paw-rent. Glen and Sarah touch on: 👉🏻 pet insurance 👉 getting a pet that matches your lifestyle 👉🏾 adopting from shelters 👉🏿 nutrition + toxic foods 👉🏼 dental hygiene 👉🏽 puppies and kittens 👉 vaccinations 👉🏻 how frequently should you visit the vet 👉🏾 signs of anx...
Jul 05, 2023•1 hr 10 min•Transcript available on Metacast In a recent poll of our community, more than 60% said they felt financially behind, so if you feel the same you're definitely not alone! In today's episode Glen and John chat about comparison culture, read out your comments from the poll and share 6 tips for catching up. Insurance webinar: beyond super: Is the insurance in your super fund enough? Property webinar replay: how to build a property portfolio Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready t...
Jul 03, 2023•58 min•Transcript available on Metacast In today's focus session Glen chats with Leigh-Anne who spent her 20s and early 30s travelling the world and is now looking for some solid focus and direction with her finances. To get help, and to check out our online courses, 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 ...
Jun 29, 2023•54 min•Transcript available on Metacast If you're in our Facebook group you probably know today's my millennial story guest, Daniel Quinn! Dan gives us a peek under the hood of his money journey and shares how financial education has shaped how he and his wife Erin manage money as parents of 3 kids. 📘 Glen's book, Sort Your Money Out & Get Invested Thanks to Global X for supporting our Thursday show! ✨ Learn more about their range of ETFs. We hate email spam so we don’t create it! Sign up to our newsletter to get only the valuabl...
Jun 28, 2023•59 min•Transcript available on Metacast In today's q&a Glen and John talk about: 👉🏾 what to consider if you're thinking of using SMSF to purchase property 👉🏿 navigating spending guilt 👉🏻 a super fund with actively managed funds vs one with passive index funds 👉 getting a home valuation from a real estate agent vs broker vs bank 👉🏽 and ways to optimise your budget in tough times Webinar: beyond super: Is the insurance in your super fund enough? Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your ac...
Jun 26, 2023•1 hr 1 min•Transcript available on Metacast Today's a great episode all about startups and we're chatting with special guest Doone Roisin, founder of Female Startup Club and Young Australian of the Year! Get ready to be inspired. Doone's unique childhood has been a driving force behind her mission to empower women in achieving financial freedom and in today's chat she shares some invaluable tips for anyone thinking about starting their own business plus some great insights for anyone wanting to support businesses through angel investing. ...
Jun 21, 2023•1 hr 28 min•Transcript available on Metacast It's the EOFY and we're answering all your tax time questions with chartered accountant, Aimee. In this episode Glen and Aimee touch on: 👉🏾 record keeping 👉🏿 offsetting capital gains with capital losses 👉🏻 international shares and the W-8BEN form 👉 I've cleared my HECS/HELP debt, now what? 👉🏼 changes to claiming working from home expenses 👉🏽 claiming work equipment 👉🏾 salary sacrificing vs claiming a lump sum personal contribution 👉🏻 combined tax returns for married and de-facto c...
Jun 19, 2023•45 min•Transcript available on Metacast Welcome to focus friday! Sometimes you just need a third party sounding board to get some focus with your finances and that's what these episodes are all about. In today's focus session Glen chats with Nikki who has a young family and is in a pretty tight spot with money. Nikki's goal is to get out of living week to week and build an emergency fund. To get help, and to check out our online courses, resources and downloads (+ our disclaimers and warnings), click here . Any advice is general finan...
Jun 15, 2023•49 min•Transcript available on Metacast Chris and Elsa* who are starting a family reached out to the Everest Wealth team to discuss how they could best use an inheritance towards their financial goals of buying a home, taking an annual holiday and investing in their child's future. Advisers Alex Luck & Scott Taylor share the process Chris and Elsa took with the team and some of the advice recommendations. *Names have been changed for anonymity Big thanks to our Thursday show partner Global X ETFs! Learn more about their range of E...
Jun 14, 2023•54 min•Transcript available on Metacast In today's Q&A Glen and John unpack questions about: 👉🏾 how to stop feeling like you're letting your boss down by quitting your job 👉🏻 weighing up your options for buying a laptop e.g. cash vs BNPL, interest-free, new vs refurbished, salary sacrificing 👉 how the 50% capital gains tax discount works on property and shares 👉🏼 novated car leases and getting out of one early Property webinar: How to build a Property Portfolio with John Pidgeon Thanks to Sharesies for supporting our Tuesda...
Jun 12, 2023•56 min•Transcript available on Metacast Strap in because today we're talking all things investing with leading equities analyst and author Roger Montgomery who has had over three decades of experience working in financial markets. We discuss: 👉🏻 when's the best time to sell a winner? 👉 Roger’s background 👉🏼 what is a value investor? 👉🏾 what is a risk-free return? 👉🏿 the qualities of a quality company (see what we did there) 👉🏽 how those companies are faring in the current climate 👉🏼 some of Roger’s ASX darlings 👉 investi...
Jun 07, 2023•1 hr 13 min•Transcript available on Metacast Joining Glen on today's Q&A are Alex Luck and Scott Taylor from Everest Wealth who have been on the podcast before and at some of our live events. In today's chat Glen, Alex and Scott talk about: 👉 a case study on living LOOT after paying off the mortgage 👉🏼 how to make catch up concessional contributions into your super 👉🏽 do extra home loan payments come off the principle? 👉🏾 housekeeping tips for EOFY 👉🏿 feeling pressure to buy a property asap while also paying down a personal lo...
Jun 05, 2023•48 min•Transcript available on Metacast Our Retire Right podcast has officially launched with weekly episodes, woohoo! Head on over and subscribe and pass on the podcast to anyone who needs it. In today's bonus episode retirement adviser, Martin McGrath and Glen discuss a case study around buying property with an older parent and what implications it may have on accessing the aged pension. 🛑 Please read our disclaimer + warnings before listening to this episode 🏡 Join the retire right facebook group retire right is produced by SYMO ...
Jun 04, 2023•21 min•Transcript available on Metacast Today's my millennial story is with someone that many of you may know if you're in the my millennial money Facebook group, we're chatting with Lindsay Whitehead! Lindsay's a regular contributor in our online community so we thought we'd get to know the person behind the posts. Thanks to Global X for supporting our Thursday show! ✨ Download their free Australian ETFs landscape report to better understand the Australian market at www.globalxetfs.com.au/mmm 🛑 Please read our disclaimer + warnings ...
May 31, 2023•38 min•Transcript available on Metacast Glen was in Hobart so he roped friends of the show, Lochie and Alissa onto today's episode for a bit of fun. Strap in as we share some of the best and at times questionable life advice you'll ever hear from our community. Rich Dad Poor Dad by Robert Kiyosaki: https://booktopia.kh4ffx.net/KQ3oN Webinar registration: how to build a property portfolio with John Pidgeon Thanks to Sharesies for supporting our Tuesday show! ✨ Get $10 added to your account ready to invest when you sign up to the Shares...
May 29, 2023•1 hr 2 min•Transcript available on Metacast 
