Australian Finance Podcast

Do this now for a great 2026

19 snips
Nov 26, 2025
Get a head start on your financial goals! Discover how cleaning up unused accounts can simplify your finances. Focus on tackling one area of money stress to make a significant impact. Learn the importance of tracking your net worth regularly to motivate progress. Gemma and Pete emphasize the value of setting clear, achievable goals instead of overwhelming yourself with long-term plans. It's all about taking practical steps now for a brighter financial future in 2026!
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ADVICE

Start Now Not Later

  • Start taking financial actions now instead of waiting for New Year or Monday deadlines.
  • Small immediate steps increase the chance you'll stick to long-term financial goals.
ADVICE

Clean Up Dormant Accounts

  • Clean up unused bank, brokerage, and company accounts before the new year.
  • Closing dormant accounts prevents forgotten assets and simplifies your finances.
ANECDOTE

Found Forgotten Shares

  • Pete found forgotten CBA shares and old brokerage accounts during an account cleanup.
  • These small discoveries can yield unexpected gains and remind you to consolidate accounts.
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