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Setting goals, knowing yourself and where to get financial help [Part 1 of 12]

Goal setting and knowing yourself. On this Australian Finance Podcast, Rask's Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 1 of 12 of our 2025 summer series on financial foundations.

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About this episode

On this Australian Finance Podcast, Rask’s Head of Advice Gemma Mitchell and Chief Investment Officer Owen Rask dive into part 1 of 12 of our 2025 summer series on financial foundations.

In our summer series episodes for 2025, you will find:

  1. 20-25 minutes of essential finance concepts
  2. An explainer of where to get help and who to work with
  3. A link to Gemma & Owen’s full PDF workbook
  4. 5-minute rapid overview of 1 Betashares ETF, our summer series show partner (always read the PDS & TMD before investing in any ETF)

Today’s topic is goal setting, knowing your values and where to get help.

This podcast is sponsored by Betashares, official sponsor of The Australian Finance Podcast in 2025 and supporter of our Summer Series. Show your support for Betashares by checking out their range of funds and ETFs.

Episode resources

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Podcast series resources

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Betashares is a long-term sponsor of Rask podcasts.

Information warning: 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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