ABOUT THIS EPISODE
Kara tracks every cent she spends in a detailed spreadsheet… yet still feels her budget’s slipping away.
With a single income, two kids, and the goal of retiring at 60 with a fully paid off property- Her monthly retail spend could be holding her back. Can financial coach Lexi Smith help Kara swap the impulse buys for investing?
In this edition of Boost My Budget, we unpack Kara’s cashflow, tackle her doom-scroll fuelled spending sprees and help her find ways to tame that onerous spreadsheet.
We cover:
- Kara’s monthly spending breakdown.
- Quick wins to make budgeting feel less restrictive and more sustainable.
- How to spot and manage spending triggers.
Why focusing on just one category can simplify money management.
Links Referenced:
💲 PocketSmith is offering Equity Mates listeners 50% off the first 2 months of a Foundation Plan. To try PocketSmith for yourself head to pocketsmith.com/equitymates
🎧 Listen to: all Boost my Budget episodes
📞 Want your budget boosted? Apply here.
🙋♀️ Want to get in touch with Lexi? Use this form.
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In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started 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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Get Started 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.
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