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.

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.

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.

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.

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.

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.

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.

In this episode, Glen sits down with listener Katherine, who’s been with her husband for 25 years and disagrees with Glen’s usual advice around combining finances with your partner. She explains why separate accounts work just fine for her long-term relationship and how she and her husband have adopted a flexible money system. They unpack when joining finances makes sense, when it doesn’t, and what actually matters when managing money as a couple. Glen and Katherine touch on:

👉🏻 why separate finances can still mean shared goals

👉 what long-term financial teamwork looks like

👉🏾 how they handle mortgage, bills and savings

👉🏽 how she's teaching her kids about money

👉🏽 their differences (and similarities!) in perspective on managing money with a partner

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.