271. Jasmine has saved her emergency fund & bought her first ETFs. Now what?

What happens when you've ticked all the boxes on paper but still feel like something's off?

In this episode, Tash and Ana chat with Jasmine, who found herself seemingly successful in her 20s by most measures, but still deeply unfulfilled. Rather than walking away from her income, she did something smarter with it.

They get into:

How growing up with two very different money "role models" shaped Jasmine's avoidant relationship with finances
The mindset shift that changed how she thinks about money as a tool for buying back time
How she made her first ETF investment and the strategy she now uses
How she manages finances and goals in a new-ish relationship
Her current emergency fund goals

They also reflect on the challenge of five-year plans when life rarely goes in a straight line, and what financial independence actually looks like when your goals are more about flexibility than a number.

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Disclaimer

Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.

Tash Invests Pty Ltd is a Corporate Authorised Representative #1317713 of Rask Licensing Pty Ltd. Read the FSG available from https://tashinvests.com/links

Pearler is an Authorised Representative #1281540 of Sanlam Private Wealth Pty Ltd AFSL #337927. Read the FSG available from https://pearler.com/financial-services-guide

If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.

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Episoder(302)

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286. Emergency funds 101: how much you need and where to keep it (part 1)

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15 Jul 16min