Setting your financial goals & action plan for 2023 (FREE template)
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How can you reflect on your financial progress from the past year?
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So don't act on the information until you've spoken with your financial advisor. You'll find our full disclosure, disclaimer, and link to our financial services guide in the show notes.
Hello, I'm Kate Campbell. And I'm Owen Rask. And you're listening to the Australian Finance Podcast.
A podcast where we talk about money, finance, investing, and all that good stuff.
We're helping you invest your time and money better one podcast episode at a time.
Yes, so please subscribe if you like the series. And don't forget you can find us on social media. We're on all the platforms. Kate, where can people go?
You can find us on Instagram and Twitter at Rask Australia. That's R-A-S-K Australia.
And I'm Owen Rask on Twitter or Owen Rask AU on Instagram. Beware the imitators. People like to copy us. Without further ado, let's jump into today's episode. Kate Campbell, it is New Year's Eve and the jingle bells have stopped, but the scribbling on pieces of paper for people starting their New Year's resolutions and New Year, new goals, new me, have begun.
Yes. I'm very interested to know how many people will listen to this on New Year's Eve and start writing their goals or New Year's resolutions for the year ahead.
Yeah. It just seems like it's really not an important time, but it is for so many people.
I feel like New Year's Eve, for me, I kind of always use that as a good day to reflect and reset before going out in the evening.
Yeah, right. Well, I must admit, I have been... You know, to lure it into the idea of setting goals on New Year's Eve.
I know, we've got you.
In the morning, I would tend to get up early, do a bit of that reflection and then write something down.
Because it's such a peaceful day. No one has anything happening. So it's the perfect day to even just give yourself the morning to sort of think about what have you achieved during 2022 and what maybe you didn't quite achieve and really reflect on that year and then start using that information to plan the entire year ahead.
Yeah. So if you're one of these people that is goal setting right now, or has maybe recently just done some goal setting, or even if you're doing your review, this is the episode for you. Kate and I are going to share one of our own goals, so one each. We're going to try and spitball it live, how we're going to break that goal down and some steps we can put in place to make sure we try and get close to our goals. Because the reality is, Kate, Sadly, so many of us will not achieve the goals that we set out. I think there are various studies that show that most of us don't even make it to the end of January.
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Chapters
8 chapters
1
How can you reflect on your financial progress from the past year?
0:00–4:58
2
What are the steps to set achievable financial goals for 2023?
4:58–9:15
3
How do you break down long-term financial goals into actionable steps?
9:15–13:33
4
What strategies can help you stay accountable to your financial goals?
13:33–17:58
5
How can you identify your financial values and priorities?
17:58–22:14
6
What are common pitfalls when setting financial goals?
22:14–26:46
7
How can automation play a role in achieving your financial goals?
26:46–30:25
8
What should you consider when planning for unexpected financial changes?
30:25–52:14
Speakers
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