Welcome to the first episode of our 4-part series where we do a health check on our personal finances as we approach the end of the financial year! All will be revealed! In this episode we check: How much did we contribute to our investing and savings goals this year?Is our emergency fund adequate - is it actually 3 to 6 months of living expensesHow are we progressing towards our goals?Our asset allocation - does it align with our goals? Consider how we rebalance  Thanks to Superhero for proudly supporting this series.  Superhero is Australia’s best-value online share trading platform as awarded by Money Magazine three  years running. They’re feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero.  $2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you. Have a money or investing question? Ask via our website.  —------ Have an investing question? Ask via our website and we'll answer it on the podcast.Or get put in touch with a professional financial advisor by filling out this form Want more Equity Mates? Sign up to our email to keep up with business news Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don’t Stress, Just Invest—------ 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.  —------ 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. Hosted on Acast. See acast.com/privacy for more information.