logo
episode-header-image
Jul 21
22m 10s

"I broke every rule in the book": How Gl...

Equity Mates Media
About this episode

“Hi, I’m Glen and I’m a recovering spender”, 


Glen James has built a career helping Aussies feel confident with money, but his own investing journey has been far from textbook. Intuitive, successful and at times unconventional. In this episode, we chat to Glen about how approach has evolved; from impulsive spender, to financial adviser, to now running one of Australia’s biggest money podcasts. (or money ‘show’, we should say 😉)


We cover:

  • Why Glen ditched setting investing goals (and what he does instead).
  • His “give some, save some, then spend some,” philosophy.
  • The guardrails he used to break out of bad money habits.
  • How he invests today (including a detailed breakdown of his flows from payday to portfolio).


Links Referenced: 


👋 Find Glen’s show money money money, his books and or his instagram.

📞 Have an investing question? Leave us a voicemail, and we'll answer it on the podcast!

📝 Download our free ETF Handbook: a guide to get started investing with ETFs.

📝 Check out the Glen James Spending Plan here.

🎥 We're on YouTube! Watch full episodes on the Get Started Investing channel.


—------

Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

—------

Get Started Investing is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.


Hosted on Acast. See acast.com/privacy for more information.

Up next
Oct 6
Pardon the Jargon: Index vs ETF vs Mutual Funds vs LIC
Knowing what to invest in and how to invest in it, can get confusing. Not only are there now more options than ever, the terms used to describe them are full of acronyms and jargon. But don’t be disheartened. These terms are simpler than you might think. In this episode we explai ... Show More
15m 20s
Sep 29
The ultimate Superannuation checklist
If there’s one thing to get right in your financial life, it’s superannuation. It’s the biggest free kick you’ll ever get and worth bothering about.To wrap up Super September, we’ve built the Ultimate Super Checklist: 9 complete steps that'll make your super work harder today to ... Show More
17 m
Sep 25
Boost my Budget: Achieving your goals on a low income
How you structure your cashflow is the key to achieving your savings goals, no matter your income. Becca dreams of sipping cocktails in Fiji, but her budget feels messy. With a small mortgage, investment properties, and even some shares- she’s built a strong base. But a recent dr ... Show More
27 m
Recommended Episodes
Jan 2025
Ask an Adviser: Pay off mortgage or invest, biggest super mistakes, when to see an adviser - Glen Hare
Ask an Advisor is back for 2025. This is the series where we put your money and investing questions to some of Australia's best financial advisers. Today we're joined in the studio by Glen Hare, cofounder & financial adviser at Fox & Hare. In this episode he answers questions on: ... Show More
48m 46s
Nov 2024
How we would invest $100,000 today | Betashares Direct
How would we build a portfolio today if we were given $100,000? That was the question that Betashares asked us, with the only condition that we had to build a portfolio of ASX-listed ETFs. Tune in to hear the principles we'd apply when building our portfolio and the specific ETF' ... Show More
26m 31s
Apr 2025
Ask an Adviser: This could save your life (insurance) - Phil Thompson
Phil Thompson, financial adviser and founder of Skye Wealth, is back to help us get our heads around life insurance. In today's episode we speak to Phil about: Why so many Australians are under-insured (and how to figure out if you are)The best ways to save money on premiums The ... Show More
37m 48s
Sep 22
Ask an Adviser: 3 enduring principles to build long-term wealth - Charlie Viola | Viola Private Wealth
Charlie Viola is the founder of Viola Private Wealth and is a regular at the top of the lists of Australia's best financial advisers. Today on the podcast, we wanted to unpack the process he walks through with every client at Viola Private Wealth. From understanding who the clien ... Show More
44m 39s
Dec 2024
219. Robert Hagstrom | The Warren Buffet Way
The World’s #1 Personal Development Book Podcast!  In today’s episode we have the pleasure to interview Robert Hagstrom Author of “The Warren Buffett Way” Robert is a renowned investment strategist, portfolio manager, and best-selling author. With over 26 years of experience, he ... Show More
41m 4s
Apr 2025
TIP717: Berkshire Hathaway 2025 w/ Chris Bloomstran
Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a compounded annual growth rate of 11.4% on equities since its fund's inception on 2/28/1999, c ... Show More
1h 28m
Sep 2024
TIP658: Peter Lynch’s Guide to Investing in Your Expertise w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses the importance of simplicity and understanding for investment success, why you can succeed in investing while being wrong often, cloning characteristics too many investors follow that should be avoided to improve investing success, the si ... Show More
1h 10m
Sep 2024
TIP657: Morgan Housel's Lessons to Build Wealth w/ Clay Finck
On today’s episode, Clay shares the most important lessons he’s learned from Morgan Housel.Morgan Housel is a partner at The Collaborative Fund. He's the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over 4.5 million copies and ... Show More
1h 4m
Jan 2025
225. Jeffrey Panik | Your Future Is Now: A Guide to Understanding Your Finances and Gaining Independence
The World’s #1 Personal Development Book Podcast!  In today’s episode, we have the pleasure to interview Jeffrey Panik, author of “Your Future Is Now: A Guide to Understanding Your Finances and Gaining Independence.” Jeff is a Certified Financial Planner (CFP®) and financial advi ... Show More
41m 26s
Jan 2025
131. SHORTS: What is the ASX?
It’s one of the first things you’ll hear about when you decide to invest in Australia. But have you ever wondered what the ASX actually is? You’re not alone – research suggests that 76% of Australians don’t fully grasp the working details of the Australian Securities Exchange. …o ... Show More
3m 28s