How to set financial goals like a pro, with financial adviser Gemma Mitchell

Australian Finance Podcast

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1M ago 46:29

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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

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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

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