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Money date activity: your financial wheel of life (with PDF worksheet)

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Manage episode 443395497 series 2498757
Innehåll tillhandahållet av Rask. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Rask eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

How satisfied do you feel with your finances on a scale of 1-10?

Certified Money Coach Karen Eley shares her favourite money date (or solo date) activity. This will help you understand the ten areas of your financial wheel of life, how that interacts with your partners and her tips on taking practical action today.

Download PDF worksheet: https://bit.ly/financialwheeloflife

Catch Part 1 with Karen on Spotify

Series resources

Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler

Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

636 episoder

Artwork
iconDela
 
Manage episode 443395497 series 2498757
Innehåll tillhandahållet av Rask. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Rask eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

How satisfied do you feel with your finances on a scale of 1-10?

Certified Money Coach Karen Eley shares her favourite money date (or solo date) activity. This will help you understand the ten areas of your financial wheel of life, how that interacts with your partners and her tips on taking practical action today.

Download PDF worksheet: https://bit.ly/financialwheeloflife

Catch Part 1 with Karen on Spotify

Series resources

Pearler, the broker for long-term investors. Sign up using code “RASK” for $15 of Pearler Credit: bit.ly/Pearler

Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

636 episoder

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