Afleveringen

  • Rachelle's & Glen's book, The Quick-Start Guide to Your First Property: https://amzn.to/4svhyoH

    John Pidgeon's book, Sort Your Property Out & Build Your Future: https://amzn.to/45l7n9M


    This episode is for anyone considering buying their first property as an investment rather than a place to live! Glen James is joined by Rachelle Kroon, host of this is property and co-author of their book, The Quick-Start Guide to Your First Property. Glen & Rachelle chat about:


    πŸ‘‰πŸΌ when's the right time to buy an investment?

    πŸ‘‰πŸ½ is it still a good idea since the 2026 Federal Budget announced changes?

    πŸ‘‰πŸΎ where to buy

    πŸ‘‰πŸΏ performance growth

    πŸ‘‰πŸ½ negative gearing changes and managing losses

    πŸ‘‰πŸ»what to consider before buying a new build

    πŸ‘‰ managing the emotional and practical risks

    πŸ‘‰πŸΌ budgeting for costs - deposit, ongoing & maintenance

    πŸ‘‰πŸ½ interest only or principle & interest?

    πŸ‘‰πŸΎ using a buyer's agent - is it for you?

    πŸ‘‰πŸΏ selecting good tenants

    πŸ‘‰πŸ» the very real disadvantage for solo buyers in this property climate


    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


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • It's the new financial year and with it comes a couple of changes to super, tax, wages & paid parental leave!


    Plus our new book is available now! The Quick-Start Guide to Your First Property: https://amzn.to/4svhyoH


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

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  • Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    In this investing Q&A Glen sits down with Owen β€œRask” Raszkiewicz from the Australian Finance podcast to chat about:


    πŸ‘‰πŸΌ how do I know what to invest in without losing money? It still feels risky

    πŸ‘‰πŸΎ my gold mining shares are up 80%. Sell down to ETFs or keep going?

    πŸ‘‰πŸ½ my 17yo son is investing in shares to fund an investment property. Will the CGT changes affect his strategy?

    πŸ‘‰πŸ» thoughts on my long term growth portfolio: 90% IVV and 10% gold

    πŸ‘‰ I have 20 ETFs in my play portfolio, how many is too many?

    πŸ‘‰πŸΏ what's the best system for an ETF portfolio?


    The Behaviour Gap by Carl Richards: https://link.amazon/B06BNlgIz


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Glen & Rachelle's book, The Quick-Start Guide to Your First Property: https://amzn.to/4svhyoH


    In this deep dive for first home buyers, Glen chats with Rachelle Kroon host of this is property to unpack their new book The Quick-Start Guide to Your First Property, walking through the full property buying process step by step. They talk about:


    πŸ‘‰πŸΌ before you start looking

    πŸ‘‰πŸ½ property research

    πŸ‘‰πŸΎ making an offer & negotiating

    πŸ‘‰πŸΏ putting down a deposit and the cooling off period

    πŸ‘‰πŸ» contracts & finance clauses

    πŸ‘‰ building & pest inspections

    πŸ‘‰πŸΌ the unconditional exchange

    πŸ‘‰πŸ½ pre-settlement inspection

    πŸ‘‰πŸΎ preparing for settlement day delays

    πŸ‘‰πŸΏ navigating the emotions of buying

    πŸ‘‰πŸ» Govt schemes and incentives

    πŸ‘‰ does off market = red flag?


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast


    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    In this Q&A episode, Glen James and John Pidgeon unpack:


    πŸ‘‰πŸΌ my husband wants me to quit my job to save his business

    πŸ‘‰πŸ½ $7M inheritance on the way.... should I take my foot off the gas in building wealth?

    πŸ‘‰πŸΎ mid 20s, own my home outright & healthy super - how should I invest?

    πŸ‘‰πŸΏ do these insurance costs and cover stack up?

    πŸ‘‰ has anyone regretted buying their house? I have a $1.65m mortgage in Sydney


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • This episode was recorded on 18 June 2026. Glen is joined in the studio by Gemma Dale, Investor Behaviour and Markets Specialist at nabtrade and host of the Your Wealth podcast to cover:


    πŸ‘‰πŸΏ the SpaceX IPO

    πŸ‘‰πŸ» a review of the ASX 200 and S&P 500

    πŸ‘‰ a sector-by-sector breakdown of what's actually been happening under the hood


    Learn to invest with Glen's award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    On paper, a $350K household income sounds like it should give you so many options. In reality, Ellie* is struggling to know which goals to focus on. In this 'what would Glen do' episode, Ellie & Glen unpack:


    πŸ‘‰πŸΌ her different goals

    πŸ‘‰πŸ½ her current financial situation

    πŸ‘‰πŸΎ Glen's sound financial house framework

    πŸ‘‰πŸΏ savings, super & assets

    πŸ‘‰ what Glen would do


    *Name changed for privacy


    To see if you’re on track with your super for your age, head to art.com.au and search β€˜How much super do I have?'.


    Need a system to manage your money? Check out the FREE Glen James Spending Plan: https://education.moneypodcast.com.au/courses/the-glen-james-spending-plan


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast


    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • The Quick-Start Guide to Your First Property: https://amzn.to/4svhyoH

    The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    In this Q&A, Glen James and Rachelle Kroon chat about:


    πŸ‘‰πŸΌ selling our home in the city to live in our regional IP and getting debt-free

    πŸ‘‰πŸ½ what records and paperwork do I need to keep when I sell shares?

    πŸ‘‰πŸΎ community discussion: if you won $30m, how would you manage it?

    πŸ‘‰πŸΏ investing for kids and the tax implications

    πŸ‘‰πŸ» finding a future-proof career after leaving the defense force

    πŸ‘‰ should I accept a $10,000 car crash compensation?

    πŸ‘‰πŸΎ should I pay my mortgage down before upgrading?


    6 ways to invest for kids: https://www.moneypodcast.com.au/blog/investment-for-kids-6-ways-to-invest-for-your-kids


    Book a property clarity call with John Pidgeon: https://www.envisageproperty.com.au/claritycall


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    Chelsea is 28 and can't get insurance because of a medical diagnosis. She and her fiancΓ© Ryan are planning to move from Perth back to their regional hometown in the next 5 years where house prices have skyrocketed since they left. So what would Glen do? Glen unpacks their financial situation as a couple, the moving plan and how to build a safety net when insurance isn't an option. They touch on:


    πŸ‘‰πŸΌ Chelsea and Ryan's financial snapshot

    πŸ‘‰πŸ½ Glen's sound financial house framework

    πŸ‘‰πŸΎ how they manage money as a couple

    πŸ‘‰πŸΏ what self-insuring looks like when you can't get cover

    πŸ‘‰πŸ» the relocation plan

    πŸ‘‰ Chelsea's investing portfolio


    To see if you’re on track with your super for your age, head to art.com.au and search β€˜How much super do I have?'.


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast


    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    Living overseas or thinking about it? In this episode Glen is joined by Brett Evans, financial adviser & managing director at Atlas Wealth to answer all your money questions. Brett also shares about what life has been like for him and his family during the Middle East conflict. They cover:


    πŸ‘‰πŸΌ paying HELP debt on overseas income

    πŸ‘‰πŸ½ repatriating after many years overseas (US citizens vs non-US)

    πŸ‘‰πŸΎ managing tax obligations whilst overseas

    πŸ‘‰πŸΏ managing super and international pensions

    πŸ‘‰πŸ» investing, contributing to super & holding life insurance as an expat

    πŸ‘‰ setting up a new super account and TFN whilst abroad

    πŸ‘‰πŸΌ retiring in another country and tax on account-based pensions

    πŸ‘‰πŸ½ choosing which country to be a tax resident of

    πŸ‘‰πŸΎ visa and money requirements for different countries

    πŸ‘‰πŸΏ managing currency risk when moving retirement money between countries


    Brett's book, The Expat's Handbook is available here: https://amzn.to/4uOKlWt


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    In this episode, Glen sits down with Taz who has a dream to relocate to regional Victoria in 8–10 years with his partner. Taz wants to know, are we on the right track and how can we maximise our money before the move? They touch on:


    πŸ‘‰πŸΌ incomes and career

    πŸ‘‰πŸ½ Glen's sound financial house framework

    πŸ‘‰πŸΎ assets & investments

    πŸ‘‰πŸΏ should they buy their future home early and rent it out until it's time to move in?

    πŸ‘‰πŸ» using a gearing strategy

    πŸ‘‰ getting rid of non deductible debt


    To see if you’re on track with your super for your age, head to art.com.au and search β€˜How much super do I have?'.


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast


    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    It's that time of year to get your tax sorted! Glen is joined by Ben De Rosa from Aevum Accounting to answer your questions and walk through everything you need to know before the end of the financial year. They touch on:


    πŸ‘‰πŸΌ when to use an accountant vs DIYing your tax return

    πŸ‘‰πŸ½ the best time to submit your tax return

    πŸ‘‰πŸΎ working from home - fixed rate vs actual cost, tracking expenses + more

    πŸ‘‰πŸΏ the $1k instant tax deduction - when is it in effect and how to claim it

    πŸ‘‰πŸ» what paperwork do you need for shares and DRP?

    πŸ‘‰ I'm in Div 293 territory, is it still worth salary sacrificing over the max cap?

    πŸ‘‰πŸΌ can I carry over a capital loss to future years?

    πŸ‘‰πŸ½ claiming repairs on an investment property - once off vs depreciating the asset

    πŸ‘‰πŸΎ what receipts & records do you realistically have to keep?

    πŸ‘‰πŸΏ should I use the 6 year rule or not on my investment?

    πŸ‘‰πŸ» tips for reducing a CGT bill from sale of a property

    πŸ‘‰ what to do before 30 June


    Connect with Ben at Aevum Accounting: https://www.aevumaccounting.com.au/


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    In this Q&A, Glen James and John Pidgeon discuss:


    πŸ‘‰πŸΌ property growth spruikers & red flags

    πŸ‘‰πŸΎ what is yield ad how to calculate it

    πŸ‘‰πŸΏ a couple in their 30s who have fully offset their mortgage

    πŸ‘‰πŸ» community question: would you put $150k into property, shares or super?

    πŸ‘‰ navigating a fence dispute with a neighbour

    πŸ‘‰πŸ½ is there a benefit to consolidating trading platforms?


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • In 2025, the Australian Government expanded the Australian Government 5% Deposit Scheme and launched the Help to Buy Scheme. In this episode, Glen breaks down how both schemes work, who is eligible, and answers some frequently asked questions before chatting to people who have used the 5% Deposit Scheme.

     

    This episode is sponsored by the Australian Government. 

     

    For full and current details of these schemes, please head to: https://firsthomebuyers.gov.au


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    Maya* and Liam* both receive car allowances through their work which they're thinking of putting towards a new car. Liam's 2015 Hilux has 280,000km on the clock and they're eyeing a new Ford Ranger. Is now the right time? Glen works through their full financial picture and shares his thoughts on what he would do.


    To see if you’re on track with your super for your age, head to art.com.au and search β€˜How much super do I have?'.


    *Names changed for privacy


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast


    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    The budget dropped CGT changes that spooked investors everywhere, but is the panic justified? Glen sits down with Cameron Gleeson (Betashares Head of Investment Strategy) and Vince Scully (lLife Sherpa Invest / this is investing) to cut through the noise. At the time of recording - 22 May 2026, these changes have not been passed into law. They talk about:


    πŸ‘‰πŸΌ their views on the policy change

    πŸ‘‰πŸ½ implications for growth investors

    πŸ‘‰πŸΎ does this change your investing strategy moving forward?

    πŸ‘‰πŸΏ ETFs vs managed funds in this environment

    πŸ‘‰πŸ» are investment bonds an attractive structure to consider?

    πŸ‘‰πŸ½ impact to tax tracking during the transition

    πŸ‘‰ what Cameron is excited about in the equity markets right now

    πŸ‘‰πŸΌ should I keep money in offset or invest?


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    In this Q&A Glen James and financial adviser James Millard from Sufficient Funds discuss:


    πŸ‘‰ 27 and working casually with two IPs - should she work full-time to buy a third?

    πŸ‘‰πŸ½ a growing family weighs up a big backyard and long commute vs a smaller inner-city townhouse

    πŸ‘‰πŸΎ community segment: what would you change about the tax system?

    πŸ‘‰πŸΏ a new investor starting with $50/week into VDHG

    πŸ‘‰πŸ» my car is almost out of warranty, should I get a BYD EV on a novated lease? Is it truly FBT exempt?


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Rachelle & Glen's book, The Quick-Start Guide to Your First Property: https://amzn.to/4svhyoH

    Check out John's book, Sort Your Property Out & Build Your Future: https://amzn.to/45l7n9M


    On Thursday 21 May, Glen and John walked through the CGT and Negative Gearing changes live on Youtube following the 2026 Federal Budget.


    Want to chat about your property situation? Book a 15min free call with John and the team at Envisage Property: https://www.envisageproperty.com.au/


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    In this "what would Glen do" episode, Sylvia and her partner are planning for another child, have an $870k mortgage, an investment property and big questions about what to do with all of it.


    To see if you’re on track with your super for your age, head to art.com.au and search β€˜How much super do I have?'


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.

  • Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/


    In this Q&A, Glen is joined by Phil Thompson from Skye Wealth to unpack:


    πŸ‘‰ borrowing against the property to invest & splitting finances when a partner moves in

    πŸ‘‰πŸ½ what percentage of pay is reasonable to spend on a hobby?

    πŸ‘‰πŸΎ community discussion: pros & cons of driving an EV

    πŸ‘‰πŸΏ Australian Super insurance premiums are going up

    πŸ‘‰πŸ» a real cost comparison of insurance in super vs through an adviser


    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


    Apply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show


    🏑 Join our Facebook community: https://bit.ly/m3fbgroup

    Watch us on Youtube: https://www.youtube.com/@m3.podcast

    Check out all our show resources: https://www.moneypodcast.com.au/mmmshownotes


    This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au.

    Hosted on Acast. See acast.com/privacy for more information.