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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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About this episode

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.

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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

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At the time of publishing, the author of this article does not have a financial or commercial interest in any of the companies mentioned.

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