Jody Fitzgerald from Australian Retirement Trust chats with Glen about super and market movements in recent years:

👉🏾 the 2-speed economy - post-covid shifts, the Ukraine war, Trump, the MAG7 and global economy health

👉🏿 Jody's role at ART, how her team manages and invests super funds + exploring AI

👉🏻 what key market trends have Jody and her team noticed? Is there a bubble?

👉 an update on what's happening in superannuation

👉🏼 what advice would Jody give to other women keen on working in the finance industry?

👉🏽 what super or investing resolutions should people make for the new year?

👉🏾 a quick chat about tariffs

Check out Australian Retirement Trust here: https://art.com.au

This is a sponsored episode.

Watch this episode on Youtube: https://youtu.be/X_nujrQC4aE

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money money money is proudly supported by Sphere Home Loans and Skye Wealth.

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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 & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

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Glen is joined by 3 financial advisers at the Financial Advice Association of Australia's annual congress in Perth! They answer your questions about superannuation, touching on:

👉🏾 when is the right time for partners to set up a self managed super fund (SMSF)?

👉🏿 spouse splitting and spouse contributions - what are these?

👉🏻 realised vs unrealised gains - what's the difference?

👉 over $500k in super + catch up rules

👉🏼 salary sacrifice year round vs in a lump sum

👉🏽 what advice would 3 advisers share to anyone reviewing their super?

👉🏾 what do 3 financial advisers think of superannuation contribution caps?

Check out the advisers in this chat below:

John from Thriving Wealth: https://www.thrivingwealth.com.au/

Deline and Jayde from Mazi Wealth: https://maziwealth.com.au/

Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store

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

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.

In today’s episode, Glen puts investing commentator and regular guest on the pod, Gemma Dale, in the hot seat for the classic “10 questions” chat.

👉🏾 what do you think makes a successful investor?

👉🏿 invest inside or outside of super and why?

👉🏻 pay extra on the mortgage or invest it?

👉 what do you think is the biggest barrier to investing?

👉🏼 do you have to be smart to be good with money?

👉🏽 what's your definition of success and have you made it?

👉🏾 if you had a spare 10k, what would you do with it?

👉🏿 what's been your best investment to date?

👉🏻 what are you currently reading or listening to?

👉 what's one book you'd recommend to read to become a better investor?

Watch this episode on Youtube: https://youtu.be/xeLdTIDCQpQ

Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store

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

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.