How to set financial goals like a pro, with financial adviser Gemma Mitchell
12/30/24 • 46 min
Financial adviser Gemma Mitchell and Owen Rask explain how to set (and smash!) 2025 financial goals on this episode of The Australian Finance Podcast.
Note: this episode is not part of our Summer Series (it starts this Friday) but you can jump ahead of the curve and get our financial goal-setting workbook (PDF) for free by clicking here:
https://www.rask.com.au/wp-content/uploads/2024/12/Rask-2025-foundational-workbook-Dec25-V1.0.pdf-2.pdf
Goal topics covered:
- A bit about Gemma
- Common financial goals and how to achieve them
- Gemma's pro tip
- Owen's pro tip
- Why goals fail
- Gemma's 5-step process for goal setting
- Owen & Gemma's top goal for 2025
~~ Partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask Resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
Financial adviser Gemma Mitchell and Owen Rask explain how to set (and smash!) 2025 financial goals on this episode of The Australian Finance Podcast.
Note: this episode is not part of our Summer Series (it starts this Friday) but you can jump ahead of the curve and get our financial goal-setting workbook (PDF) for free by clicking here:
https://www.rask.com.au/wp-content/uploads/2024/12/Rask-2025-foundational-workbook-Dec25-V1.0.pdf-2.pdf
Goal topics covered:
- A bit about Gemma
- Common financial goals and how to achieve them
- Gemma's pro tip
- Owen's pro tip
- Why goals fail
- Gemma's 5-step process for goal setting
- Owen & Gemma's top goal for 2025
~~ Partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask Resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
Previous Episode
2024 wrap: Pearler & Rask year in review
Go behind the scene at Pearler & Rask, with Owen Rask and Pearler co-founders Nick Nicolaides and Hayden Smith , as we recap 2024 together.
Topics covered:
- Pearler's core focus areas - mistakes, successes and new horizons
- Rask's audience in 2024
- Why Rask did our rebrand and how we did it
- How much money Pearler manages on its platform
- Future of finance technology & Rask's educational focus
Video version: https://youtu.be/yhV6U9uC9MY
~~ Partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask Resources ~~
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
Next Episode
Knowing your values, setting goals and where to get financial help [Part 1 of 12]
On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer OwenRask dive into part 1 of 12 of our 2025 summer series on financial foundations.
In our summer series episodes for 2025, you will find:
- 20-25 minutes of essential finance concepts
- An explainer of where to get help and who to work with
- A link to Gemma & Owen's full PDF workbook
- 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF)
Today's topic is goal setting , knowing your values and where to get help .
PDF workbook: https://www.rask.com.au/wp-content/uploads/2024/12/Rask-2025-foundational-workbook-Dec25-V1.0.pdf-2.pdf
Get help from Rask: https://bit.ly/R-services
View the Betashares funds: https://bit.ly/beta-25
This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs: https://bit.ly/beta-25
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
~~ Rask Resources ~~
Invest with Owen: https://bit.ly/R-services
All services: https://bit.ly/R-services
Financial Planning: https://bit.ly/R-plan
Invest with us: https://bit.ly/R-invest
Access Show Notes: https://bit.ly/R-notes
Ask a question: https://bit.ly/R-quest
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Learn more about your ad choices. Visit megaphone.fm/adchoices
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