Welcome to the first episode of our 4-part series where we do a health check on our personal finances as we approach the end of the financial year! All will be revealed!
In this episode we check:
- How much did we contribute to our investing and savings goals this year?
- Is our emergency fund adequate – is it actually 3 to 6 months of living expenses
- How are we progressing towards our goals?
- Our asset allocation – does it align with our goals?
- Consider how we rebalance
Thanks to Superhero([ Ссылка ]) for proudly supporting this series.
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This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
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