933 strata fees, dividend investing, deceased estates, breaking scarcity mindset, frugal tips + 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 Investing: https://www.investingbook.com.au/

In this Q&A, Glen is joined by financial adviser Nathan Fradley to unpack your questions. They touch on:

👉🏼 am I paying too much in body corporate fees?

👉🏾 what is the 2 year exemption rule for CGT on deceased estates?

👉🏿 how close to retirement should I boost my income-producing assets e.g. dividends

👉🏻 community discussion: give us your best frugal tips!

👉 my loan is fully offset but the $$ are decreasing! Why?

👉🏽 HSBC are moving my home loan to Pepper Money, pros, cons?

👉🏾 tips for breaking scarcity mindset and enjoying what I worked hard to build

👉🏽 plus congrats to the person in our Facebook group who paid off their credit card debt!

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

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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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