Australian Finance Podcast

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

18 snips
Dec 30, 2024
Financial adviser Gemma Mitchell shares her expertise in setting achievable financial goals. She discusses common pitfalls that cause goals to fail and introduces a 5-step process to overcome them. Listeners learn about strategic financial planning after holiday spending, the importance of aligning goals with personal values, and the need for flexibility in budgeting. Gemma and co-host Owen also provide insights on adapting financial goals amid life changes and highlight their top goal for 2025, offering practical tips for long-term success.
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ADVICE

Start Now, Adjust Anytime

  • Don't wait for the perfect moment to set financial goals, start now.
  • Adjust your goals anytime they no longer align with your life.
ADVICE

Start Now

  • Start your financial goals now instead of waiting for the “perfect” time.
  • There's no ideal moment; starting is key, regardless of market conditions.
ADVICE

Explore Alternatives

  • Explore alternative ways to achieve your goal's desired feeling.
  • Try renting or borrowing before buying expensive items.
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