logo
episode-header-image
May 2024
38m 14s

EOFY Checklist

Victoria Devine
About this episode

New financial year new you! It's the perfect time to check in on your financial situation and goals and take stock of how you're tracking. So we've made a list to take all of the guess work out of EOFY for you! You don't wanna miss Victoria's top 5 things you should be looking at before we head into the new financial year.

Acknowledgement of Country By Natarsha Bamblett aka Queen Acknowledgements.

The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs.  Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708,  AFSL - 451289.

See omnystudio.com/listener for privacy information.

Up next
Yesterday
Emma Edwards Stopped Shopping for 365 Days and Accidentally Fixed Her Finances (Plus Her Relationship With Money and Herself)
<p>You know when you&rsquo;re standing in front of your overflowing wardrobe, absolutely drowning in clothes, and still somehow convincing yourself you have nothing to wear? Today&rsquo;s guest knew that feeling all too well&hellip; until she decided she wasn&rsquo;t buying a sin ... Show More
53m 5s
Nov 23
Investing Diaries: She Didn’t Invest for Two Years… and Her Portfolio Grew $20K Anyway
<p data-start="180" data-end="481">Our very first Investing Diary has landed, and she is the perfect reminder that investing is absolutely for women like us. Before she ever opened an app, she genuinely believed investing was a world reserved for men on Wall Street. Then lockdown ... Show More
43m 36s
Nov 20
DIY Investing vs Managed Portfolios: Which One Should You Choose? And How to Avoid a Black Friday Budget Blowout
<p>If you&rsquo;ve ever heard &ldquo;managed portfolio&rdquo; and thought&hellip; okay but what actually are&nbsp;they, this one&rsquo;s for you. We break down what &ldquo;managed&rdquo; really means in practice, how they differ from your usual ETF mix, and the moments when outso ... Show More
39m 10s
Recommended Episodes
Nov 2021
352 | The DIY Financial Plan
<p>In this week's episode, Brad and Jonathan are joined by <em>Measure Twice Money's</em> founder Cody Garrett! Together, they discuss important details about DIY financial planning, such as identifying where you do and don't need help with your financial planning, exercising the ... Show More
1h 8m
Sep 2023
Unleash Your Inner Money Queen: Author & CFO Bridgette Boucha On Achieving Financial Empowerment, Confidence, And Clarity
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
47m 56s
Oct 2019
Most Asked Money Questions Answered (with Clint Haynes)
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
46m 1s
Feb 2024
48. Top 5 savings accounts in February - and how to choose one
<p>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 ... Show More
15m 15s
Dec 2019
How to get your finances in order
A new year is always a good way to make a fresh start, whether it is losing weight, getting fit or finding a new job. But one area of our lives that always needs attention at the start of new year is our finances. However, resolutions can be notoriously difficult to keep, particu ... Show More
24m 50s
Jan 2018
Month By Month Money To Do List
If you've ever wondered what you should be doing each month with your finances, I've got a podcast episode for you. I've compiled a list of the top things you should be thinking about each month to help you make smart money moves throughout the year. This is just a guide - so mak ... Show More
31m 40s
Sep 2023
26. How to get “good with money” feat. Emma from The Broke Generation
<p>There are few people in the Aussie personal finance scene who run the game as well as Emma from <a href='https://thebrokegeneration.com/'>The Broke Generation</a>. As a Certified Financial Behaviour Specialist, podcast host, and financial educator, The Broke Generation has bec ... Show More
37m 19s
Sep 2021
Top Financial Advice By Age! (Become Wealthier Than Your Friends)
What's the best piece of money advice you've ever received? We believe that advice changes depending on which stage of life you're in, so we challenged ourselves to distill our best financial wisdom into three main ideas customized for each decade of life. Whether you're in your ... Show More
40m 41s
Apr 2019
588 - Behavioral Finance: Tips for Success With Money, Work, and Life
<p>We all have emotions and biases that strongly influence how we handle our finances. Money Girl interviews Sheri Fitts, an author with expertise in financial services, marketing, and psychology. Find out the driving forces behind behaviors that are critical for building wealth ... Show More
22m 4s