Dev Raga Personal Finance this is money

In today’s episode Dev interviews Rachelle Kroon, a mortgage broker, touching on:
👉🏾 qualifications of a mortgage broker
👉🏿 how to prepare for a meeting
👉🏻 how brokers get paid
👉 what are the focus of interest rates
👉🏼 specific loan features
👉🏽 health care workers / high-income earners
👉🏾 difference from commercial loans
👉🏿 fixed variable rates
👉🏻 penalties for breaking the rules
👉 redraw and offsets
Rachelle Kroon
https://www.spherehomeloans.com.au/



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 In today’s episode Dev answers some of your questions, touching on:
👉🏾 overtime and sustainability?
👉🏿 ways to pay back credit cards?
👉🏻 increase earning potential?
👉 taxation for RNs,
👉🏼 high income earns and trusts?
👉🏽 property vs shares
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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 trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.



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In today’s episode Dev continues his interview with Phil Thompson - an insurance expert, going in-depth on:
👉🏽 income protection and life insurance
👉🏾 trauma insurance and TPD
👉🏿 claim rejections
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 trading as this is money & 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 today’s episode Dev interviews Phil Thompson - an insurance expert, touching on:
👉🏾 the basics of insurance
👉🏿 difference of a financial advisor and insurance advisor
👉🏻 insurance via TV ads
👉 the concept of self-insurance
👉🏼 super vs non-super insurance
👉🏽 income protection and life insurance
👉🏾 trauma insurance and TPD
👉🏿 claim rejections
https://www.thisis.money/blog/2018/12/4/everything-you-need-to-know-about-life-insurance-yg3cr
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 trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.



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In today’s episode, Dev continues his interview with special guest Marlee Viero who is a wills lawyer from Nest Legal. In the 2nd part of this chat Dev and Marlee touch on:
👉🏾 the role of the executor; administering the estate
👉🏿 probate vs grants
👉🏻 the role of the court
👉 invalidity of the will
👉🏼 who can challenge a will
👉🏽 digital assets
Find out more about Marlee & the team at Nest Legal: www.nestlegal.com.au
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 trading as this is money & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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In today’s episode Dev interviews special guest Marlee Viero who is a lawyer specialising in wills and estate planning. They chat about:
👉🏾 what happens when you don't have a will?
👉🏿 do it yourself will kits
👉🏻 what is an executor?
👉 what is a beneficiary?
👉🏼 what is a guardian?
👉🏽 what about kids under 18?
👉🏾 distribution of assets, special items, etc.
👉🏿 what is a testamentary trust?
Find out more about Marlee & the Nest Legal team: www.nestlegal.com.au
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 trading as this is money & 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.