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Kate Campbell

πŸ‘€ Speaker
14245 total appearances

Appearances Over Time

Podcast Appearances

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

Maybe like at the end of each year, we will share our progress towards these goals and then Owen and I can check in.

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)

Owen and I can check in with each other's goals on a monthly basis.

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

Who knows?

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

But pie in the sky, this is just a bonus goal in my life.

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

But if I achieve it, I'd be pretty happy.

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

Yeah, because you have struggled for a long time to set any goals.

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

I always thought it was interesting when we met because I'm someone who had multi-page main goal, sub-goal, dates, everything like that.

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

And you're like, oh, no, I don't want to set a goal.

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

And that took you a long time to sort of figure that out and be able to write that down.

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

So, sub-goals, you're going to have to save at least $50,000.

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

A year.

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

And are you going to be investing this along the journey?

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

So in a more conservative portfolio.

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

Because this is your main long-term goal, whereas I think because mine's kind of a side goal because it's different to my financial independence goal.

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

It's probably I'm quite comfortable investing it, whereas you really want to achieve this by five years because this is your big goal.

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

And so you don't want to put, like we say about your house deposit, you don't want to put your farm deposit.

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

Completely into the market.

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

Yeah, so you're going to need to increase your income over the next few years.

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

You might need a side hustle, though you probably won't have time for that.