In this episode of The Australian Finance Podcast, your host Gemma Mitchell is joined by the newest member of the Rask Advice team – financial adviser Tahli Cavagnino.
They chat about Tahli’s path into financial advice and unpack a tricky client case from the week involving the family fallout that can happen when an inheritance is split between siblings.
The main focus of the episode? What to prioritise in your finances through every decade of life. From building a solid foundation in your 20s, to maximising your wealth in your 40s, and preparing for retirement in your 60s – Gemma and Tahli break it down with clear, practical tips for every life stage.
Whether you’re just getting started or fine-tuning your long-term plan, this episode is packed with guidance to help you stay on track.
If you like this Australian Finance Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.
Resources for this episode
- Pre order Gemmas book here The Money Reset: Take Control of Your Money and Your Life : Mitchell, Gemma: Amazon.com.au: Books
- Ask a question (select the Retirement podcast): https://bit.ly/R-quest
~~ Show partner resources ~~
Join Pearler using code “RASK” for $15 of Pearler Credit: https://bit.ly/Pearler
Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
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
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
#finance #asx
Learn more about your ad choices. Visit megaphone.fm/adchoices
