A deep dive on our personal finances - Quarterly portfolio review | PocketSmith

Equity Mates Investing Podcast

Personal finance platform PocketSmith challenged us to go deeper on our finances and better track where our money is going. So every quarter we're going to use their platform to do a deep dive on our personal finances and review how we've been spending and investing.

Tune in to today's episode as we lift the lid on our own money habits as we unpack:

• How we set up our personal finances and budgets
• What we've been spending on this quarter
• Of the money we've been saving, what have we been investing in?
• Any financial and investing goals for the next quarter?

From how much we've each been spending on groceries to our latest investments, tune in to this episode to get a closer look at how we've been managing our money.

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Thank you to PocketSmith for sponsoring this episode and helping keep all of our content free. If you want to try PocketSmith for yourself, hit this link to get 50% off your first two months of PocketSmith’s Foundation plan!

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Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.

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• Pick up our books: Get Started Investing and Don’t Stress, Just Invest

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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Equity Mates Investing is a product of Equity Mates Media.

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.

Equity Mates Media operates under Australian Financial Services Licence 540697.

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