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Make 2025 your best yet: The financial health check | Summer Series
Ready to make 2025 your best financial year yet?
We're kicking off the year with a 5-part series designed to transform your financial confidence and set you up for success. Whether you're starting from scratch or looking to level up your money game, this series is for you.
In this episode, we tackle the crucial first step: setting up healthy financial foundations. We break down:
- The 4 non-negotiables of a solid money setup: Tackling Debt, Building an Emergency Fund, Superannuation and Insurance
- How to identify gaps in your financial foundation
- Simple steps to strengthen your each pillar of your base
Links mentioned:
We believe that financial success really is for everyone so we've created the free '2025 Financial Success Handbook' - your ultimate companion for this series. For this episode, you'll get:
- A step-by-step Financial Health Check checklist (no guesswork needed).
- Resources for mastering each of the 4 financial foundations.
👉 Download your free handbook here
_ _ _
0:00 Intro
3:07 The finance foundation
3:28 Our community financial goals for 2025
4:30 Emergency Fund
8:54 Insurance
10:23 Superannuation
12:31 Get out of debt
17:16 Conclusion
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Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.
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Want more Equity Mates?
- Listen to our original podcast: Equity Mates Investing (Apple | Spotify)
- Watch Equity Mates on YouTube
- Pick up our books: Get Started Investing and Don’t Stress, Just Invest
- Follow us on social media: Instagram, TikTok, & LinkedIn
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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.
Equity Mates Media operates under Australian Financial Services Licence 540697.
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