Setting Yourself Up For Success This Financial Year

In this episode, Kate had the pleasure of chatting with Julia Lee, Equities Strategist from Bell Direct. We spoke about setting goals for the new financial year, things to look out for and reminding ourselves to use our tax return for good (it’s not free money)! Julia also talks about a few stocks climbing the market at the moment, and where to invest outside of your bank account.

Show Notes: howtomoney.online/how-to-money-podcast

HTM Website: howtomoney.online

HTM Twitter: @HowToMoneyAUS

HTM Instagram: @HowToMoneyAUS

Please send any questions, feedback or episode suggestions through to us at [email protected] and if you enjoyed the episode we’d be thrilled if you left us a review here on iTunes. Just a reminder that everything we cover in this podcast is financial education only, we are not giving you any advice. If you do want advice please seek out a qualified and competent professional, and do some research. Remember it's your money - take control!
Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Kate had the pleasure of chatting with Julia Lee, Equities Strategist from Bell Direct. We spoke about setting goals for the new financial year, things to look out for and reminding ourselves to use our tax return for good (it’s not free money)! Julia also talks about a few stocks climbing the market at the moment, and where to invest outside of your bank account.

Show Notes: howtomoney.online/how-to-money-podcast

HTM Website: howtomoney.online

HTM Twitter: @HowToMoneyAUS

HTM Instagram: @HowToMoneyAUS

Please send any questions, feedback or episode suggestions through to us at [email protected] and if you enjoyed the episode we’d be thrilled if you left us a review here on iTunes. Just a reminder that everything we cover in this podcast is financial education only, we are not giving you any advice. If you do want advice please seek out a qualified and competent professional, and do some research. Remember it's your money - take control!

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