918b wwgd: Warren is mortgage-free & wanting a new car, home battery & bathroom reno
5/6/202650 min
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In this "what would Glen do" episode Glen sits down with Warren, who's after a second opinion on how to prioritise & fund some financial goals. They touch on:
👉🏻 Warren's current situation & goals
👉 his financial position according to Glen's sound financial house foundations
👉🏾 what Glen would do
👉🏼 the mother-in-law arrangement: the $200/week account & estate clarity
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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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Clips
Transcript preview
First 90 secondsGlenn James· Host0:00
[upbeat music] You might be at the stage in life where you need to fund a bathroom, a bloody kitchen, solar, the flipping car's died and you need a new car. All these things are normal and are part of our life and our financial life. The question is, what do we do and in what order? Well, today on the show, we've got a What Would Glenn Do? And if you are new here, I go through a listener's, uh, current situation, drill deep to find out, you know, their bedrock, and then what we do, we kind of work through and I let them know what I would do if I was in their situation. A couple of things. If I say something and you don't agree with me, that is awesome, let us know in the YouTube comments. I'm always hanging around in there on an ep- episode-specific level. But if you don't agree with me and you are outraged, that's totally fine, because that's just what I would do. You might hear something that a guest says today and decide to do something completely different in that situation, and that's what this is all about. This is general financial advice only. Guests that come on the show agree that they need to get their own personal financial advice, but until then, who we got and what are we doing?
Warren· Guest1:16
Hi, this is Warren, and you're listening to the Money Money Money podcast.
Glenn James· Host1:19
[upbeat music] Before we get into it, this show is general advice only. I've got a license to provide that advice. Full details can be found in the show description. My name's Glenn James,