money money money

850b financial advice case study unpacked with Sufficient Funds

17 Dec 2025

Audio

Description

Financial adviser James Millard joins Glen to do a full strategic breakdown of the 849b case study - the young Brisbane family juggling a mortgage, kids, a credit card, a possible inheritance and a whole lot of financial stress. James takes the time to walk through:👉🏾 the real questions he’d ask👉🏿 assumptions he’d test about income, kids, cashflow & spending👉🏻 the strategy👉 the four-stack framework he uses with clients👉🏽 the value of the adviceJames is a financial adviser at Sufficient Funds: https://sufficientfunds.com.au/Watch this episode on Youtube here: https://youtu.be/r9hCFBMWysYWatch money money money on Youtube: https://www.youtube.com/@m3.podcastLearn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/storemoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auWe 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.

Transcription

This episode hasn't been transcribed yet

Help us prioritize this episode for transcription by upvoting it.

0 upvotes

🗳️ Sign in to Upvote

Popular episodes get transcribed faster

Other episodes from money money money

Transcribed and ready to explore now

922 mortgage freedom, property spruikers, neighbour fence disputes + more

01 Jun 2026

money money money

The Australian Government 5% Deposit Scheme & The Help To Buy Scheme

29 May 2026

money money money

921b wwgd: should we upgrade the car with our car allowances?

27 May 2026

money money money

share & ETF investors: what the tax changes mean for you

26 May 2026

money money money

money money money

850b financial advice case study unpacked with Sufficient Funds

This episode hasn't been transcribed yet

Other episodes from money money money

922 mortgage freedom, property spruikers, neighbour fence disputes + more

The Australian Government 5% Deposit Scheme & The Help To Buy Scheme

921b wwgd: should we upgrade the car with our car allowances?

share & ETF investors: what the tax changes mean for you

921 she's got $1m equity at 27, inner city vs suburbs with a growing family, getting started with ETFs + more

what the tax changes mean for property investors

Sign in to Audioscrape

Share this moment