January 03, 2025

Luke on 2CC – Personal Financial Planning Issues for 2025

18 minutes

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 20 December 2024. This is the last show of 2024. Luke joins Nicole Overall this week as Leon takes well-deserved Christmas leave. The topic for this week is planning for the new year.

Thank you for joining us live on 2CC, YouTube or your favourite podcast streaming service with ‘The Strategy Stacker – Luke Talks Money’.

Key topics covered include:

What will happen in the US?

Keep Trump in perspective – noise versus substance/reality

Cost of living issues continue in Australia, but not all regions

Social media can have a negative impact on your own financial planning reality

Smart people plan for the rainy day and have good financial consistency

Prioritise spending cuts in 2025 – Do a little something a little sooner

Weakness in a financial market is an opportunity to buy

What impact with the Australian Federal Election have?

Why asset allocation remains important and re-balancing your position might be considered.

The benefits of compounding interest remain, from little things big things grow

Envision Financial closes for Christmas but will re-open 6 January 2025.

https://www.envisionfinancial.com.au/wp-content/uploads/2025/01/The-Strategy-Stacker-Luke-Talks-Money-20122024.mp3

Our podcast is also available on Apple Podcasts, Spotify and YouTube – ‘The Strategy Stacker – Luke Talks Money’

Do you need help to plan for your 2025 goals?

The New Year is a great time to reflect on the past year and consider goals for the next. Seek financial planning advice if you need help to explore your options. Make an appoitment to meet with Luke.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement. Simply make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other ‘Money Matters’ next week – the final show of the year. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Luke’s book Smart Money Strategy is out now.

...more