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Kate Campbell

πŸ‘€ Speaker
14246 total appearances

Appearances Over Time

Podcast Appearances

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Action orientated, so actually making things happen and solving problems.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

community in all areas of my life really and building community and so and the last one is legacy actually making a tangible difference in the world through education and and being generous with the resources I have and so I think like throughout 2022 I was able to align a lot more of what I did with my time and my money with those things.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Yeah, we're getting a bit confused because we're recording things in advance in December, so...

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Yeah.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

So generally we want to set a short, medium and long-term goal.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

And if you're brand new to your finances and setting goals, this might all be a bit too much.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

But my point is to not set too many goals because it makes it really hard to make really meaningful progress towards anything if you're trying to save for 20 different things at once.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

And so a short term might be something in the next six months, like closing your buy now, pay later account down or saving up for a computer or something like that.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Yeah.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Yeah.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Your medium-term goals, which might be anywhere from six months to three years, might be you're saving up for your house deposit.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

And both your short and medium-term goals will generally be in a high-interest savings account.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Europe.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Yeah.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Sometimes your medium goal might expand a little bit.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

And that long-term goal is five to 10 plus years, which might be getting ready for retirement or building a business.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

It might be a long goal that you're working towards.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Yeah.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

I mean, you can categorize it how you want, but something that's the near future, the medium future, and the long-term future.

Australian Finance Podcast
Setting your financial goals & action plan for 2023 (FREE template)

Yeah.