Changes are happening - please bear with us while we update our site.

Changes are happening - please bear with us while we update our site.

10 easy money goals for 2024

Ready to take control of your finances in 2024? Here are 10 easy money goals to help you take the first step on your money journey.

Listen to the podcast now

Looking forward to 2024, you might be already starting to think about what goals you want to work towards.

If you’re listening to this podcast, you might be someone who tends to set big, ambitious goals. But sometimes, when it comes to money, this can make things harder.

Setting a big goal like “I want to sort my finances out and start investing” really needs to be broken down into lots of smaller steps to make it achievable.

In this episode, Kate Campbell & Owen Rask going to share a whole range of small money and investing goals you could set for yourself in 2024 to help you take the first step, whatever that looks like for you.

📚 Enjoyed this episode? You’ll love Kate’s book, Buying Happiness, which you can order on Booktopia or Amazon.

Here’s 10 money goals you could set:

  • Goal #1: Figure out your net worth  
  • Goal #2: Create a one-page financial plan
  • Goal #3: Invest $100 in an ETF
  • Goal #4: Add $100 to your super
  • Goal #5: Set up a dedicated savings account for gifts/Christmas  
  • Goal #6: Schedule a recurring 30-minute monthly money review each month
  • Goal #7: Spend $100 on a happiness-boosting activity
  • Goal #8: Borrow one money/investing book from the library
  • Goal #9: Donate $100 to a meaningful cause
  • Goal #10: Enrol in one short course for free to upskill in your career

Podcast resources

Don't look down for great deals 👇

📱 Pearler, the broker for long-term investors.

Sign-up to Pearler using the code “RASK” for $15 of Pearler Credit and learn more about Pearler Rewards here.

🌏 Betashares ETFs

Discover the broadest range of Exchange-Traded Funds (ETFs) in Australia on betashares.com.au.

💸 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.

Share this episode:

Search by ticker code:
Generic filters

Stocks mentioned:

Like our podcast? Get Owen & Kate's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 44,000+ Australian investors getting our newsletter and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every weekend. Grab a coffee and let Owen, Kate, Mel, Monique and the team bring you the best investment insights every week.

Skip to content