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Kate Campbell

πŸ‘€ Speaker
14246 total appearances

Appearances Over Time

Podcast Appearances

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

framework at the start where you've written down why you've made that investment.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

You can come and revisit that in six months, in 12 months, in five years, and you can learn from that and you can improve your financial decision-making process.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

Well, considering I don't do it very well myself, I just might do one or two lines.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

Yeah.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

So, I could probably – what I definitely do is I do have a one-page financial plan of where I'm investing my money for this year, when is it happening, and I break –

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

down the 12 month into monthly or quarterly installments of what that will look like.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

So I do have that.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

That is definitely something I have written down and ticked off for the last few years.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

I usually review it in the middle of the year and then I kind of have a adjusted from July onwards version because I might be making good progress and I can increase my goals or I might have to decrease them.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

But it's the reason for making each purchase is something that

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

I have been talking about for a long time and still I'm not really doing.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

I didn't even write down why I bought my property this year or last year.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

Yeah, but I didn't write it down at any point.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

Yeah.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

I mean, I had the dot points of not on a main road, close to public transport, safe, nice area, near parks.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

Give yourself some- I mean, I didn't actually write anything down.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

I've been talking about writing things down for years, so there you go.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

Yeah.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

I just think when you are getting started and it does feel all new and overwhelming, writing things down does help.

Australian Finance Podcast
πŸ‘€Β 9 of Kate & Owen's BIGGEST money & life lessons from 2022

Yeah.