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Glen James

Glen James

"I think an overarching habit in my life is not getting distracted by new investment platforms and new investment products. And just to really keep my investing simple."

As a retired financial adviser with his own personal financial success behind him (even as a natural spender), Glen James has a passion to help people achieve financial freedom as he has.

His experience working with his clients revealed the gap between the financial advice world and particular generations that need that knowledge, so he created a podcast for millennials, my millennial money. Glen presents with his own relaxed, conversational style of infotainment — information and knowledge wrapped in his trademark banter. He aims to teach in a light-hearted way while still managing to cover sensitive and important topics in an engaging way.

Still involved in financial advice networks, Glen is a regular presenter at various events, webinars, businesses and groups nationally. He is a regular contributor to a variety of national money publications, blogs and content creators. He hosts a podcast for financial advisers called “wish you’d known”.

Glen built his own business organically from the ground up (without debt!) in 2010, going on to win the 2016 national Client Experience Award as the highest rated financial planning business within the financial planning network he was a member of (Apogee Financial Planning). Glen went on to win the 2017 Adviser of the Year award with Apogee Financial Planning. In the same year, Glen was a top 3 finalist for the Association of Financial Adviser’s (AFA) Adviser of the Year award.

Glen’s skill at launching projects has since been targeted at the creation of my millennial money and a family of podcasts around it. Centered around a community of listeners, these shows are designed to target listener curiosities, questions and areas of interest.

What genre does Glen James write in?

Glen James writes in personal finance and investing, focusing on practical money management and pathways to financial freedom.

Which book is the best place to start with his work?

Sort Your Money Out & Get Invested is his most prominent title and a good starting point for practical guidance on budgeting and simple investing. His podcasts, including my millennial money, are useful companion resources.

Are Glen James's books part of a series or meant to be read in order?

His books are standalone practical guides rather than a sequential series, so you can read them in any order based on your interests.

What themes and approaches does he use in his writing?

He emphasizes simple investing, financial freedom, bridging the gap between advisers and younger generations, and teaching in a relaxed, conversational, and light-hearted infotainment style.

Has Glen James received any awards or recognition related to his financial work?

Yes. He won a national Client Experience Award in 2016 as the highest rated financial planning business in his network, won Adviser of the Year with his firm in 2017, and was a top 3 finalist for the Association of Financial Advisers Adviser of the Year in 2017.

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