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

Join Free
Log in

Changes are happening - please bear with us while we update our site. Click here to give us your advice and feedback.

Join Free
Log in

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.

Listen to the podcast now

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.

Podcast episode resources

Don’t forget:

Podcast series resources

Don’t forget:

Don't look down for great deals šŸ‘‡

šŸ“± Pearler, the broker for long-term investors.

Sign-up to Pearler using the code ā€œRASKā€ for $15 of Pearler CreditĀ and learn more about Pearler Rewards here.

šŸŒ Betashares ETFs

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

šŸ’ø 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 PocketSmithā€™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 donā€™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 ourĀ Terms & ConditionsĀ andĀ Financial Services Guide before using this website.

Share this episode:

Search by ticker code:
Generic filters
Free account access

Stocks mentioned:

Popular episodes
ALL EPISDOES

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