money money money

money money money

Join Glen James as he helps you sort your money out and get invested. Money, property, careers, life & everything in between. Formerly my millennial money. Hosted on Acast. See acast.com/privacy for more information.

  1. 18 DE DEZ. · BÔNUS

    751b how do they do it? 👀 investing for the ultra-high net worth (with Scott Fletcher of Woodbury Private)

    In today's episode, Glen sits down with Scott Fletcher, Chief Investment Officer at Woodbury Private, to uncover how advisers help the ultra-wealthy invest their money. They chat about family offices, investment strategies, philanthropy and the unique challenges of guiding high net worth clients. It's a behind-the-scenes look at how wealth changes the game and the advice that comes with it. 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.

    1h7min
  2. 16 DE DEZ.

    751 success vs. luck, DHHF or GHHF, debt recycling, shiny objects + SMSFs

    Is financial success down to hard work & skill or luck? In today's episode Glen sits down with financial advisers Deline Jacovides from Mazi Wealth and John Cachia from Thriving Wealth live at the Financial Advice Association of Australia's National Congress to chat about this and more, touching on: 👉🏻 geared ETFs — what they are and the risks involved 👉 how John and Deline invest for their clients (and themselves) 👉🏼 why chasing shiny objects online rarely works out 👉🏽 debt recycling and gearing 👉🏾 do you really need a self-managed super fund? 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.

    1h5min
  3. 2 DE DEZ.

    749 what to do with $200k, salary packaging & HELP debt, mini property development & inheritances for grandkids

    In today's episode, guest hosts Jess Brady from Financially Fierce and John Pidgeon from this is property answer your questions, covering: 👉🏾 Is there a way to calculate how much to salary package to pay off HECS? 👉 considerations for sub-dividing or buying an investment property 👉🏼 advice for using a $200k windfall towards goals 👉🏽 keeping an inheritance safe for grandkids 🎧 Financially Fierce: everything you need to know before buying your first home (with Em Wallace) 👇 Listen on Apple Podcast here Listen on Spotify here How to Subscribe to the Retire Right podcast (video): https://www.youtube.com/watch?v=DNDhMT2WJE4 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.

    48min
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de 5
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Join Glen James as he helps you sort your money out and get invested. Money, property, careers, life & everything in between. Formerly my millennial money. Hosted on Acast. See acast.com/privacy for more information.

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