đ New financial year, new money goals
07/07/22 ⢠36 min
Itâs time to grab your notebook, because today weâre talking about reflecting on and resetting your financial goals for the remainder of 2022!
Letâs use this time in July to reflect on our progress, change course if necessary and set new money goals thatâs weâre excited to work towards.
We also discuss the importance of focusing on goals that you have a direct control over. You canât change the things in your past, but you can start making small steps to change the direction of your financial future.
If youâre feeling extra brave, make it your goal this week to start a money conversation with a friend or family member this week. It doesnât have to be huge! Share a savings tip, a cool app or your favourite personal finance book. You can also continue the conversation in our Facebook community!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itâs a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code âRASKâ for $10 of Pearler Credit: bit.ly/Pearler
We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
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 youâre 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.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 6th of July 2022
Learn more about your ad choices. Visit megaphone.fm/adchoices
Itâs time to grab your notebook, because today weâre talking about reflecting on and resetting your financial goals for the remainder of 2022!
Letâs use this time in July to reflect on our progress, change course if necessary and set new money goals thatâs weâre excited to work towards.
We also discuss the importance of focusing on goals that you have a direct control over. You canât change the things in your past, but you can start making small steps to change the direction of your financial future.
If youâre feeling extra brave, make it your goal this week to start a money conversation with a friend or family member this week. It doesnât have to be huge! Share a savings tip, a cool app or your favourite personal finance book. You can also continue the conversation in our Facebook community!
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itâs a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code âRASKâ for $10 of Pearler Credit: bit.ly/Pearler
We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
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 youâre 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.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 6th of July 2022
Learn more about your ad choices. Visit megaphone.fm/adchoices
Previous Episode
3 things to do with your $3,000 tax return
Give your tax return a job - itâs your money!
In todayâs episode Kate & Owen share a few ideas to get you thinking about how to use your tax return with intention - itâs your money after all. We discuss reflecting on your financial goals and working out the best next step with these funds. Plus, we discuss paying off debts, getting started investing and going on an adventure.
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itâs a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code âRASKâ for $10 of Pearler Credit: bit.ly/Pearler
We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
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 youâre 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.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 23rd of June 2022
Learn more about your ad choices. Visit megaphone.fm/adchoices
Next Episode
What moves the market? Unpacking 10 key ASX announcements
In todayâs episode weâre going to unpack ASX market announcements.
Have you ever noticed a section in your brokerage account, the ASX website or on a specific companyâs website called market announcements?
An ASX announcement from a company is how they keep you updated with important news like financial results, a new CEO or a major acquisition.
But there can be a lot of announcements (more than one person can read in a day)...so what should you keep an eye out for as an investor? Thatâs what Kate & Owen take a look at in todayâs episode.
Take one of our amazing money & investing courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.
If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts or Spotify - itâs a 5 second task which really helps support the show (and puts a big smile on our faces).
Pearler, the broker for long-term investors. Sign-up to Pearler using the code âRASKâ for $10 of Pearler Credit: bit.ly/Pearler
We're proudly supported by ETF Securities. Learn more about the growing range of leading ETFs, on the ETF Securities website: bit.ly/fundsETFS
Boost your investment potential, with FundLater. With InvestSMART's Fundlater, you can start a $10,000 investment portfolio, with only $4,000 upfront. Find out how: rask.com.au/inv-fundlater
Investing Made Simple. Thanks to InvestSMART's ready-made ETF portfolios, you can start investing now in a portfolio managed by experts. Not only that, you can invest confidently knowing your investment fees are capped. Learn more: rask.com.au/inv-pma
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 youâre 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.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg
Date recorded: 6th July 2022
Learn more about your ad choices. Visit megaphone.fm/adchoices
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