Australian Finance Podcast How to set financial goals like a pro, with financial adviser Gemma Mitchell
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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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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.
Explore Alternatives
- Explore alternative ways to achieve your goal's desired feeling.
- Try renting or borrowing before buying expensive items.
Boat Ownership Anecdote
- Owen bought a boat, a long-time goal, but hasn't used it enough.
- A friend joked that the best days of boat ownership are buying and selling.