849b financial advice case study & the ultimate money trivia (live from our studio launch)
DEC 10, 202555 MIN
849b financial advice case study & the ultimate money trivia (live from our studio launch)
DEC 10, 202555 MIN
Description
<p>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.</p><br><p>Check out the adviser deep dives into the case study below!</p><br><p>James Millard from Sufficient Funds: <a href="https://youtu.be/r9hCFBMWysY" rel="noopener noreferrer" target="_blank">https://youtu.be/r9hCFBMWysY</a></p><p>Scott Taylor from Everest Wealth: <a href="https://youtu.be/O_OibQE0rc8" rel="noopener noreferrer" target="_blank">https://youtu.be/O_OibQE0rc8</a></p><br><p>Check out Behind The Barcode podcast series here: <a href="https://bwaa.co/mmm-podcast" rel="noopener noreferrer" target="_blank">https://bwaa.co/mmm-podcast</a></p><p>And the Baptist World Aid Ethical Fashion Guide: <a href="https://baptistworldaid.org.au/resources/ethical-fashion-guide/" rel="noopener noreferrer" target="_blank">https://baptistworldaid.org.au/resources/ethical-fashion-guide/</a></p><br><p>Watch money money money on Youtube:<a href="https://www.youtube.com/@m3.podcast" rel="noopener noreferrer" target="_blank"> https://www.youtube.com/@m3.podcast</a></p><br><p>Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: <a href="https://www.moneypodcast.com.au/store" rel="noopener noreferrer" target="_blank">https://www.moneypodcast.com.au/store</a></p><br><p>money money money is proudly supported by Sphere Home Loans and Skye Wealth.</p><p>Need a mortgage broker? Check out<a href="https://www.spherehomeloans.com.au/" rel="noopener noreferrer" target="_blank"> https://www.spherehomeloans.com.au</a></p><p>Need to review your personal insurances? Head to<a href="https://skye.com.au/" rel="noopener noreferrer" target="_blank"> https://skye.com.au</a></p><br><p>We hate email spam so we don’t create it! <a href="https://email.moneypodcast.com.au/" rel="noopener noreferrer" target="_blank">Sign up to our newsletter</a> to get only the valuable money, careers and property info you need.</p><br><p>To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), <a href="https://www.moneypodcast.com.au/mmmshownotes" rel="noopener noreferrer" target="_blank">click here</a>.</p><br><p>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.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
