She's On The Money cover image

She's On The Money

Lights! Camera! Investing Action Plan!

Aug 6, 2024
Natarsha Bamblett, an advocate for financial education and empowerment, joins to unpack the essentials of crafting a personalized investment action plan. She emphasizes the importance of setting clear financial goals tailored to different timeframes. The conversation dives into understanding risk tolerance and exploring diverse Australian asset classes, from shares to cryptocurrencies. Natarsha also stresses the critical role of superannuation and encourages starting small to conquer financial barriers, inspiring listeners to take charge of their financial futures.
44:13

Podcast summary created with Snipd AI

Quick takeaways

  • Setting clear short, medium, and long-term investment goals is essential for motivation and effective financial planning.
  • Understanding personal risk tolerance is crucial for developing a balanced investment strategy that aligns with individual financial objectives.

Deep dives

Defining Investment Goals

Setting clear investment goals is crucial for financial success and involves identifying short, medium, and long-term objectives. Short-term goals can include things like saving for a holiday or buying a car, while medium-term goals might be related to education or purchasing a home within a few years. Long-term goals often focus on retirement planning or building a substantial investment portfolio for passive income. By creating actionable and attainable goals, individuals can stay motivated and create a structured investment plan.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode