<p>Financial adviser James Millard joins Glen to do a full strategic breakdown of the 849b case study - the young Brisbane family juggling a mortgage, kids, a credit card, a possible inheritance and a whole lot of financial stress. James takes the time to walk through:</p><br><p>👉🏾 the real questions he’d ask</p><p>👉🏿 assumptions he’d test about income, kids, cashflow &amp; spending</p><p>👉🏻 the strategy</p><p>👉 the four-stack framework he uses with clients</p><p>👉🏽 the value of the advice</p><br><p>James is a financial adviser at Sufficient Funds: <a href="https://sufficientfunds.com.au/" rel="noopener noreferrer" target="_blank">https://sufficientfunds.com.au/</a></p><br><p>Watch this episode on Youtube here: <a href="https://youtu.be/r9hCFBMWysY" rel="noopener noreferrer" target="_blank">https://youtu.be/r9hCFBMWysY</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 &amp; 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>