EOFY Checklist

She's 25, owns her home, has paid off her HECS debt, has more than $50,000 in super, is building an investment portfolio and somehow still rated herself a B- when I asked how she felt about her money habits. Growing up in regional Victoria, she got her first job at 14 and never r ...  Show more

Be honest. Has money ever got in the way of a friendship? Sure. It’s nice when everyone you know has the same money values as you, but it’s far more likely that your earnings, spending habits, and beliefs are just as different as your birth charts! This week on Friday Drinks, Bec ...  Show more

You already know how to save, invest, and track your expenses — but when did you last map your entire financial ecosystem? Most DIY investors in the FI community can name their portfolio allocation, but ask them about beneficiary designations, tax-efficient asset location, or whe ...  Show more

I used to get so stressed out when handling the financial side of my business. But then, Bridgette Boucha walked into my life! Bridgette is an amazing speaker, writer, and fractional CFO who has helped hundreds of business owners gain confidence in managing their money. Her brand ...  Show more

Have you ever wondered - how do I know if I’m making the right decisions with my finances? How can I figure out if I’m saving enough money? How do I manage to pay off my student loans and saving for my future? You’re not alone if these money questions keep you awake at night. Cli ...  Show more

While this podcast often focuses on investing tools, savings accounts form an essential part of any Get Rich Slow strategy. Beyond accommodating money for short-term goals, a good savings account can also nurture your emergency fund. In other words, it pays to put some thought ...