Sort out your budget with financial adviser James O'Reilly

Do you want to get clear on your finances this year?
Kate Campbell & Owen Rask chat with financial adviser James O'Reilly about how to sort out your budget & cashflow on this episode of The Australian Finance Podcast.
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
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[@jayowen1148]

Really impressed with todays video & the budgeting course content. I use zero budgeting envelope method and this has expanded my perspective! I noticed you are doing live webinars later on, I would love to know how to deal with the opening balances for sinking funds eg. Car rego. Does it form part of the ‘savings’ balance? Also, would love a similar course on Australian retirement forecasting or a recommendation of one.

[@RaskFinance]

Absolutely - I'll make a note of that question to discuss with James when we kick off the webinars later this month. Stay tuned for an email with more details! ~Kate

[@Sandology]

ps love your content, keep up the great work!!!!

[@Sandology]

Interested in this one, I got into the course and opened the google sheet but the links dont work to access the spreadsheet?

[@RaskFinance]

Thanks for having a look at the course!
Do you have a Google account (you can create one for free)? If so in Google Sheet Budget Planner click File → Make a Copy in the document settings at the top left hand corner. If you're still having trouble send an email to www.rask.com.au/about/contact/
~Kate