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Ask an Adviser: Building wealth through different stages of life - Glen Hare
Manage episode 431308002 series 2474030
As we move through different stages of life our opportunities to build wealth and financial priorities change. On today's Ask an Adviser episode, we spoke to recently awarded Financial Advisor of the Year Glen Hare, about how he guides his clients through these different stages.
We cover:
- Young and getting started: First job, travel, getting out of debt, thinking about property
- Accumulators: Key milestones, investing, planning for the future
- Starting a family: Estate planning, thinking about kids, emergency funds and tax-efficient investing
Wherever you are on your investing journey, we think this episode will give you plenty to go away and think about applying to your own finances.
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Want to speak to Glen or another hand-picked financial advisor? Let us know a little about you by filling out this form
—------
Have an investing question?
- Ask via our website and we'll answer it on the podcast.
- Join the conversation in the Facebook Discussion Group
Want more Equity Mates?
- Sign up to our email to keep up with business news
- Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
- Watch Equity Mates on YouTube
- Pick up our books: Get Started Investing and Don’t Stress, Just Invest
- Follow us on social media: Instagram, TikTok & LinkedIn
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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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.
—------
Equity Mates 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.
860 에피소드
Manage episode 431308002 series 2474030
As we move through different stages of life our opportunities to build wealth and financial priorities change. On today's Ask an Adviser episode, we spoke to recently awarded Financial Advisor of the Year Glen Hare, about how he guides his clients through these different stages.
We cover:
- Young and getting started: First job, travel, getting out of debt, thinking about property
- Accumulators: Key milestones, investing, planning for the future
- Starting a family: Estate planning, thinking about kids, emergency funds and tax-efficient investing
Wherever you are on your investing journey, we think this episode will give you plenty to go away and think about applying to your own finances.
—------
Want to speak to Glen or another hand-picked financial advisor? Let us know a little about you by filling out this form
—------
Have an investing question?
- Ask via our website and we'll answer it on the podcast.
- Join the conversation in the Facebook Discussion Group
Want more Equity Mates?
- Sign up to our email to keep up with business news
- Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
- Watch Equity Mates on YouTube
- Pick up our books: Get Started Investing and Don’t Stress, Just Invest
- Follow us on social media: Instagram, TikTok & LinkedIn
—------
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates 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.
—------
Equity Mates 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.
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