941 buying with a sibling, 24-year-old earning $200k, Tesla tax strategy, super insurance trap + more

941 buying with a sibling, 24-year-old earning $200k, Tesla tax strategy, super insurance trap + more

Glen and Vince Scully's new book, 12 Months to Retire Right is available for pre-order now: https://link.amazon/B07u9ZQgE


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


👉🏼 a Skye Wealth insurance client case study

👉🏽 why does Phil recommend an age 65 benefit period

👉🏾 should I buy an apartment solo or buy a house with my brother?

👉🏿 should I lease a Tesla Model Y to reduce my taxable income?

👉🏻 community question: what do you wish you'd known before upsizing your home?

👉 is this quote I received for financial advice reasonable?

👉🏼 a 24yo earning over $200k - what would you invest in?


Mentioned in the episode:

Get our new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgE

See how Skye Wealth can save you money on personal insurance: https://www.skye.com.au/client-savings


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.

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Episoder(928)

940b wwgd: two investment properties, a Europe trip & should we buy in Melbourne?

940b wwgd: two investment properties, a Europe trip & should we buy in Melbourne?

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoHLearn to invest with our award-winning investing book, The Quick-Start Guide to Inv...

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940 sell $3.7m in property for ETFs, combining homes, moving to Sydney & early retirement income

940 sell $3.7m in property for ETFs, combining homes, moving to Sydney & early retirement income

Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgEIn today's Q&A, Glen, John and Rach discuss:👉🏼 should we sell our positively geared properties to invest...

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939b AMA with GJ: rental ethics, money in relationships, speccy plays, how we make $ + more

939b AMA with GJ: rental ethics, money in relationships, speccy plays, how we make $ + more

Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgEAsk me anything! Glen answers your questions about: 👉🏼 ethics as a landlord and investor👉🏽 his hardest...

30 Sep 46min

939 stuck in a gym contract, SMSF & ETFs, estate planning for kids and land tax

939 stuck in a gym contract, SMSF & ETFs, estate planning for kids and land tax

Buy Glen and Vince Scully's new book, 12 Months to Retire Right: https://link.amazon/B07u9ZQgEIn today's Q&A, Glen, John and Rach chat about:👉🏼 a couple with $400k in SMSF wondering if they should i...

28 Sep 55min

is your super in safe hands? super scams, cold calls & protecting your retirement savings

is your super in safe hands? super scams, cold calls & protecting your retirement savings

In this episode Glen James chats with Kristian Fok, CEO of CBUS Super, one of Australia's largest industry super funds about the rise of super scams, how to spot one and what you can do to protect you...

24 Sep 54min

938b wwgd: medically retired at 33 with a lifetime defence pension & what to do next?

938b wwgd: medically retired at 33 with a lifetime defence pension & what to do next?

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/In this episode of what would Glen do, Dylan and his wife Sarah (off-mic but...

23 Sep 1h 1min

938 is AI the new dot-com, selling winners, property post-budget + more

938 is AI the new dot-com, selling winners, property post-budget + more

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Learn to invest with our award-winning investing book, The Quick-Start Guide to In...

21 Sep 57min

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