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
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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


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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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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