420 case study: investing for kids, building a portfolio of ETFs, to move out of home at 24 or not + more

420 case study: investing for kids, building a portfolio of ETFs, to move out of home at 24 or not + more

Glen and John answer your questions! This episode looks at:👉🏽I’m wanting to invest on behalf of my two kids but I want it to be fair so I’m looking for somewhere that will let me have two accounts where I can purchase the same shares – any suggestions?👉🏻I have an investment property already, however still living at my parents place at the moment. I’m 24 I wanted to move out sometime soon and live with my partner and rent somewhere closer to the city. Do you think I will regret renting or should i stay at my parents house and keep saving my money for another investment?👉🏿When building a portfolio of ETFs, do you think it is important to consider investment providers too? E.g. I have a couple of BetaShares ETFs. I am looking to purchase a 3rd ETF, and while looking to diversify assets, is it important to diversify investment companies too. Maybe I should look at Vanguard or another? I like to keep my investing tidy, and like the idea of staying with one provider of ETFs. But my thoughts are, what if BetaShares go bust?👉My partner has received an email from our accountant saying that THEY made a mistake with our tax return last year and inputting the incorrect number and we now owe $4500. They said they will take on any fees if the ATO come knocking and also refund our accountant fee. But we are wondering if there is anything else we can do? Or any advice?
Grabs your tix for our m3 tour kicking off this week - yeehaw: https://www.sortyourmoneyout.com/tour
Here's the meaningful money cards Glen and John had a crack with at the start of this episode: https://www.sortyourmoneyout.com/shop/meaningful-money-cards
Here’s the my millennial money express episode about modern portfolio theory: https://player.whooshkaa.com/episode?id=823906
Get $20 off The Glen James Spending Plan using the code "MAGIC". Link to course below!
For podcast resources, links to our stuff, disclaimers & warnings about this episode + more... check out: https://www.sortyourmoneyout.com/shownotes
🛑 This podcast is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. 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 and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this podcast. SYMO interactive Pty Ltd, the publisher of the podcast, is an authorised representative of MoneySherpa Pty Ltd which holds financial services licence 451289. Please read our Financial Services Guide located at sortyourmoneyout.com. This podcast is intended for residents of Australia.
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Episoder(903)

930 super, invest or offset, couples & money, negative gearing change explained + more

930 super, invest or offset, couples & money, negative gearing change explained + 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...

27 Jul 1h 12min

the only investment that matters and it's not what you think with Jess Spendlove

the only investment that matters and it's not what you think with Jess Spendlove

Glen is joined in the studio by performance dietician, author and friend of the show, Jess Spendlove, to talk about the one investment most money-minded people completely overlook.Jess's book, For The...

23 Jul 51min

929b wwgd: Katie survived cancer. now what does she do with her money?

929b wwgd: Katie survived cancer. now what does she do with her money?

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoHKatie is 43, a teacher and keen for a financial health check. Recently out of cance...

22 Jul 41min

929 selling IPs to buy a home, career change vs house, joint investing, cash vs ETFs + more

929 selling IPs to buy a home, career change vs house, joint investing, cash vs ETFs + more

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoH Glen, John & Rachelle answer your questions about:👉🏼 selling my investment prope...

20 Jul 59min

928b the opportunities and risks of property investing in 2027

928b the opportunities and risks of property investing in 2027

The Quick-Start Guide to Your First Property by Glen James & Rachelle Kroon is available now: https://amzn.to/4svhyoHGlen is joined by Ben Kingsley host of The Property Couch and co-author of How to R...

15 Jul 44min

928 mortgages: refinancing, bridging loans, debt recycling, new builds, security swaps + more

928 mortgages: refinancing, bridging loans, debt recycling, new builds, security swaps + 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...

13 Jul 1h 2min

927b wwgd: 6 months together and buying a house?! too soon? + what to do with spare cash

927b wwgd: 6 months together and buying a house?! too soon? + what to do with spare cash

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/Jess, host of the Get Started Investing podcast series wants Glen's take on ...

8 Jul 1h 14min

927 the 6 reasons why you suck with money

927 the 6 reasons why you suck with money

The Quick-Start Guide to Your First Property is available now! https://amzn.to/4svhyoHIf you've ever felt like you're not getting ahead it could be caused by one (or a few) of these reasons! Glen, Joh...

6 Jul 1h 7min

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