Ask an Adviser: Mortgage vs. Investing, Super Mistakes & Advice Tips - 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: The most common client goals for 2025 How we can all do a ‘financial health check’ Planning to buy property Managing retirement without owning a property When someone is advice ready And so much more! 00:00 Introduction 01:58 Setting Financial Goals and Defining Financial Freedom 06:21 Financial Health Check Tips for 2025 09:02 Fixed Expenses: Should You Follow the 50% Rule? 10:31 Investing vs. Saving for a Property Purchase 14:12 Risks of Not Buying Property Before Retirement 21:34 Using Superannuation to Buy Property 26:16 Superannuation Tips for Australians Moving Overseas 29:20 The Cost of Not Seeking Financial Advice 34:02 Case Study: Building Wealth and Achieving Financial Milestones 34:33 When Is the Right Time to See a Financial Adviser? 40:44 How to Choose the Right Financial Adviser ——— Want to get involved? Join our daily mailing list to stay up to date on all things in business and markets: https://equitymates.beehiiv.com/subsc... Have a question? Record a voice note (https://www.speakpipe.com/EquityMates) or send us a message on our website (https://equitymates.com/get-in-touch/) Join the conversation in the Facebook Discussion Group   / equitymates   Looking for professional financial advice? https://equitymates.com/advice/ Check out our 2 bestselling books: https://equitymates.com/books/ Instagram:   / equitymates   X:   / equitymates   TikTok:   / equitymates   LinkedIn:   / equity-mates   ——— 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.

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Ask An Adviser: What’s Your Exit Strategy? Retiring at ANY Age with Dylan Pargiter-Green

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'An appalling way to store money': Rory Sutherland on pensions and property

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Ep. 3: Property Investing 101

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Super balances: Are you in the top 10%? What should you have?

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5 Steps to Maximise Your Super - Daniel Shrimski | Vanguard

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⁠I Was 100% in a Global Index Fund Until I Realised This

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Ask An Adviser: 3 Enduring Principles to Build Wealth - Charlie Viola | Viola Private Wealth

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Ask an Adviser: Tax Traps & Property Decisions - Listener Mailbag with Matt Ingram

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Housing, Shopping, Gambling: How They Get You - Chris Kohler

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Stock Expert: Becoming Rich Is Simple, But You Won’t Do It!

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Private Credit Is Booming, Here’s What Investors Need to Know

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How to use debt to invest in shares (ft. Betashares)

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Ask An Adviser: The Biggest Financial Decision You'll Ever Make - Glen Hare

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"The Gap Has Never Been This Wide" Mark Bouris & Tim Lawless

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My First Financial Adviser Meeting: How to Actually Set Goals

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Beyond the Budget: How Charlie Viola Is Approaching Building Wealth | Ask an Adviser

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Lump Sums, Inheritance and The Mistakes That Cost You with Dylan Pargiter-Green

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How to debt recycle in Australia (step by step) with financial adviser Alex Luck

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Ask an Adviser: Offset v Superannuation v Debt Recycling – Who Comes Out On Top?