Discovermoney money money741 market cycles, investment bonds, how to save money on A/C installations, growth vs dividend investing + more
741 market cycles, investment bonds, how to save money on A/C installations, growth vs dividend investing + more

741 market cycles, investment bonds, how to save money on A/C installations, growth vs dividend investing + more

Update: 2024-10-07
Share

Description

In today's Q&A, Glen and financial adviser James Millard talk about:


👉🏿 how are capital gains taxed on investment bonds?

👉🏻 what part of the market cycle are we in? 

👉 changing mortgage brokers & clawbacks

👉🏼 tips to save money on aircon installation

👉🏽 pivoting from growth investing to dividend investing


📘 Insufficient Funds by James Millard: https://amzn.to/3Y7UTSP

📘 The Quick-Start Guide to Investing by Glen James & Nick Bradley: https://amzn.to/3XMSmMw


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.

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

741 market cycles, investment bonds, how to save money on A/C installations, growth vs dividend investing + more

741 market cycles, investment bonds, how to save money on A/C installations, growth vs dividend investing + more