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Sort out your budget & cashflow with financial adviser James O’Reilly

Do you want to get clear on your finances this year? Kate & Owen chat with financial adviser James O'Reilly, about how to sort out your budget & cashflow

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Do you want to get clear on your finances this year?

Kate Campbell & Owen Rask chat with financial adviser James O’Reilly about how to sort out your budget & cashflow on this episode of The Australian Finance Podcast.

✅ Want the free spreadsheet & course mentioned in this episode? Head to Rask Education to get started for FREE!

Here are some of the topics we cover in this episode:

  • Introduction to James: Who you are, experience, clients, what you do etc.
  • Let’s talk about budgeting: Why do people tend to bury their heads in the sand with budgeting
  • What are the practical benefits of knowing the numbers & what metrics do you need to know?
  • What happens when your numbers keep changing? Self-employed?
  • Putting a budget and spending plan together, how do you link it in with your financial goals?
  • How do you know if you’re on track/making progress?
  • Making future projections and dealing with changes in your plans
  • How to take that first step

Podcast resources

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🌏 Betashares ETFs

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💸 PocketSmith, a productivity booster for your money.

PocketSmith is not just a budgeting app, it’s an advanced tool that connects to nearly every bank worldwide. Basically, it’s a productivity booster for your money. With PocketSmith, you can organise your money your way and even collaborate with your household and advisors.

Ready to manage your money like a pro? PocketSmith has a special deal for Australian Finance Podcast listeners. Click here to get 50% off your first two months of PocketSmith’s Foundation plan.

The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

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