Recorded live at our Newcastle podcast studio launch, today's episode is a little different to usual. Glen brings some advisers & property experts on stage to weigh in on a young family's financial case study followed by some quick fire money trivia in the second half with listeners, Alec, Toby, Gina and Yolanda.
Check out the adviser deep dives into the case study below!
James Millard from Sufficient Funds: https://youtu.be/r9hCFBMWysY
Scott Taylor from Everest Wealth: https://youtu.be/O_OibQE0rc8
Check out Behind The Barcode podcast series here: https://bwaa.co/mmm-podcast
And the Baptist World Aid Ethical Fashion Guide: https://baptistworldaid.org.au/resources/ethical-fashion-guide/
Watch money money money on Youtube: https://www.youtube.com/@m3.podcast
Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store
money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au
We hate email spam so we donβt 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.
John Pidgeon and Rachelle Kroon from this is property join Glen on today's show to break down APRAβs new debt-to-income ratio (DTI) lending changes coming February 2026 and some community questions.
ππΎ how to answer βwhatβs your expected salary?β for a new role
ππΏ what APRAβs DTI rules really mean and who will be affected
ππ» navigating financial hardship & support options
π investing for kids and teens (check out our blog post below)
ππΌ smarter to sell or keep as an investment when upgrading the family home?
6 ways to invest for kids: https://www.moneypodcast.com.au/blog/investment-for-kids-6-ways-to-invest-for-your-kids
Watch money money money on Youtube: https://www.youtube.com/@m3.podcast
Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store
money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au
We hate email spam so we donβt 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 sits down with financial advisers Dawn Thomas and Michelle Flanagan for a candid chat about careers, women in leadership, money habits + some quickfire investing questions.
ππΎ Michelle's instrumental role in Glen's career
ππΏ Michelle's path into financial advice and entering a male dominated industry
ππ» Dawnβs path into financial advice
π leadership styles
ππΌ what do Glen, Michelle and Dawn do with their money?
ππ½ what makes a successful investor?
ππΎ invest inside or outside of super and why?
ππΏ invest or pay down the mortgage?
ππ» what's your definition of success and have you achieved it?
π whatβs one line that should be on your tombstone?
ππΌ what's been your best investment to date?
ππ½ Dawn and Michelle's parting tips about making sure your super is set up correctly & the value of advice
Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store
money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au
We hate email spam so we donβt 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.
Casey Beros is a health journalist and author of Next of Kin, a guide for anyone who might one day care for someone they love. In this episode originally recorded for our Retire Right show, Casey and Glen talk about the emotional, practical and often confusing realities of caring for ageing parents like navigating the system and having the hard conversations most families avoid.
π what makes for a "good death"?
ππΌ why Casey wrote Next of Kin
ππ½ becoming the primary caregiver for a parent
ππΎ why caregiving is almost never 50/50 with siblings
ππΏ Caseyβs dadβs diagnosis + what followed
ππ» how to talk about death, wishes & responsibilities with family
π the unexpected richness in the final years
ππΌ keepsake ideas
ππ½ the role of a death doula
ππΏ voluntary assisted dying - options & the process
Check out Next of Kin: https://amzn.to/4i84DVz
Connect with Casey: https://www.instagram.com/caseyberos/
Website: https://www.caseyberos.com/
Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store
money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au
We hate email spam so we donβt 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.
Leadership speaker, mentalist and friend of the show Shane Hatton joins Glen in todayβs episode to dive into your money questions:
ππ» if I have a 2nd job can I salary sacrifice 100% of it to super?
π I'm considering buying a 1 bed unit investment property with 20% deposit using cash not equity
ππΌ why is my kid's bank account getting taxed $20/month?
ππ½ m3 community question: would you tell your friends how much you earn?
ππΎ GJ shares a tip for creating a cash buffer separate to your emergency fund
ππΏ the afterparty: Shane does some crazy mentalist tricks on Studio manager Ryan!
Investing for Kids blog: https://www.moneypodcast.com.au/blog/investment-for-kids-6-ways-to-invest-for-your-kids
Check out Shane Hatton's website: https://shanemhatton.com/
Follow Shane's mentalist Instagram: https://www.instagram.com/shanethementalist/?hl=en
Watch this episode on Youtube: https://youtu.be/aFUy0MQjbvc
Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store
money money money is proudly supported by Sphere Home Loans and Skye Wealth.
Need a mortgage broker? Check out https://www.spherehomeloans.com.au
Need to review your personal insurances? Head to https://skye.com.au
We hate email spam so we donβt 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.