Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in The Money Show which aired on Friday 16 December 2022. This week Leon is back in the Studio with Luke. This weeks topic is: Planning ahead, New Year Resolutions for your finances.
Key topics covered include:
- There’s lots of resolutions but let look at some financial ones
- When it comes financial goals, start with your spending (budget)
- Start something a little sooner, means less radical changes later in life
- Save a few dollars here and there provides you with the ability to save (actively saving)
- If you can raise your income, keep you spending the same – and save too
- Use technology to your advantage and automate if it helps
- Where do you start to find savings?
- There’s also the option of clearing out the things you don’t need or use anymore
- Don’t pay the lazy tax!
- Credit cards – how can you use them to your advantage
- Use cash and leave the cards at home
- Do what’s right for you
- Set short term goals – do something between Jan and March, then assess and review.
- Luke shares his top tips on setting financial resolutions for 2023.
Also available on Apple Podcasts and Spotify ‘The Strategy Stacker – Luke Talks Money’
Do you need financial advice to help you reach your goals?
Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals. Make an appointment to confidentially discuss investment, super, insurance and/or retirement planning. Call Envision Financial Services on 6260 4749. You can also use our contact us form to make an appointment for a confidential discussion about your situation.
Luke will return to talk about financial planning on 2CC next Friday. You can also catch up with The Strategy Stacker – Luke Talks Money podcasts on our website too.
We look forward to your company again and sharing more news about the book that’s coming in 2023!
