In this Australian Finance Podcast episode, your host Gemma Mitchell is joined by one of our very own community members who is also a Pocketsmith Super-User. Andrew takes us through how he uses the personal finance software and how it's so much more than a budgeting tool. But don't worry, this isn't just a sales pitch for Pocketsmith (who is a sponsor and we love!) they also talk about money hacks, other ways to budget, the power of tracking net worth and why every couple needs a household CEO & a CFO (and what that actually means for your household money!).
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Resources for this episode
PreSales for Gemma’s book “The Money Reset”- https://amzn.to/42Uz0aK
Ask a question (select the Finance podcast): https://bit.ly/R-quest
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
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View Betashares range of funds: https://bit.ly/beta-25
~~ 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
Chapters (approximate)
(00:00) Introduction
(05:08) Transitioning from Spreadsheets to PocketSmith
(07:50) Managing Finances with PocketSmith
(12:48) Do You Need to Track Every Dollar?
(14:23) PocketSmith Features
(15:15) Andrew's PocketSmith Insight
(18:10) Communication in Financial Management
(19:44) Personalisation and Financial Habits
(23:17) Bank Accounts
(28:51) Tips & Tricks for PocketSmith
(36:07) Superpower of PocketSmith
(39:10) Difference in Expense History
(41:06) Budgeting Myths and Misconceptions
(42:56) What Andrew Wishes He Knew at 20
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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