Description
This is a replay of the personal insurances Q&A webinar held in August 2020, hosted by Glen James with special guest and financial adviser, Phil Thompson, from Thompson Financial Services.
The webinar touches on:
👉getting your financial affairs in order
👉setting up your financial foundations
👉personal insurances you can look into for your situation such as income protection, TPD insurance, trauma insurance, death cover
👉some questions from listeners!
Watch this webinar on YouTube: https://www.youtube.com/watch?v=M6LnecpAM_0
Check out Glen's financial foundations graph over on the blog: https://www.sortyourmoneyout.com/blog/2018/12/4/everything-you-need-to-know-about-life-insurance 📄
If you would like some help in looking into personal insurances, get in touch and we can direct you to someone who can assist: https://www.sortyourmoneyout.com/reach-out 💻
Get $20 off The Glen James Spending Plan using the code "moneyz". Link to course below!
For podcast resources, links to our stuff, disclaimers & warnings about this episode + more... check out: https://www.sortyourmoneyout.com/mymillennialmoney
🛑 This podcast is for education and entertainment purposes. It is not intended as a substitute for professional financial, tax or legal advice. 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 and obtain appropriate financial advice tailored to your needs. We may discuss products, services and answer listener questions on this video for entertainment & illustration purposes only. We may change the name of the questioner for anonymity. It is impossible to give you personal advice on an entertainment podcast as we do not know the details of your personal financial situation. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies that may be communicated in this podcast. SYMO interactive Pty Ltd, the publisher of the podcast, is an authorised representative of MoneySherpa Pty Ltd which holds financial services licence 451289. Please read our Financial Services Guide located at sortyourmoneyout.com. This podcast is intended for residents of Australia.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.
This is a replay of the webinar held in October 2020 where Victoria Devine joined Glen to have some loose chats about the federal 2020 budget just released. Throughout this webinar they touch on:
👉🏾where the money has been allocated
👉who wins and loses
👉🏽what we might see happen moving...
Published 10/08/20
This is a replay of the superannuation Q&A webinar held in Super September 2020. Josh van Gestel, Education Manager at Sunsuper, joined Glen to chat about superannuation 101, and answer questions from the m3 community. The chat touches on:
👉🏻some tips for choosing your own super fund
👉🏿fees...
Published 09/23/20