From money mess to money clarity: Coaching, advice & a 5-step reset

Learn the difference between money coaching and financial advice, follow a simple 5-step framework to improve your finances, and discover how mindset, behaviour, and systems can transform your money.

Listen now

About this episode

In this Australian Finance Podcast episode, your hosts Owen Rask and Gemma Mitchell dive into money coaching, financial advice, and the simple 5-step framework anyone can use to take control of their finances. They cover:

  • The difference between education, coaching, and financial advice
  • Why most people aren’t as “bad with money” as they think
  • Real-life insights from working with Christian Hull
  • How mindset, behaviour, and systems shape your financial success

If you like this Australian Finance Podcast episode on money coaching and financial clarity, you’ll love our series. Don’t forget to subscribe for weekly shows on Apple, Spotify, YouTube, or wherever you get your podcasts!

Follow us on Instagram and TikTok for more investing insights.

Topics covered

  • What is the difference between podcasts, money coaching & financial advice?
  • Education vs action vs strategy: what actually drives change
  • Inside money coaching: what a session really looks like
  • Case study: Christian Hull’s money journey
  • Why high income doesn’t equal confidence with money
  • The role of mindset, behaviour & organisation in financial success
  • Common money beliefs: “I’m bad with numbers” & control vs clarity
  • Quick wins in coaching: simple changes that make a big impact
  • Building systems: accounts, habits & routines that support success
  • When to introduce tools like PocketSmith
  • Identifying spending problem areas without tracking everything
  • Connecting goals, cash flow & long-term planning

Episode resources

Podcast series resources

Got a question you want answered on the podcast?

Share this episode:

Facebook
X
LinkedIn
Email
WhatsApp

Better investing starts here.

Want to level-up your analytical skills and investing insights but don’t know where to start? Join 50,000 Australian investors on our mailing list and we’ll send you our favourite podcasts, courses, resources and investment articles every Sunday morning. Grab a coffee and let Owen and the team bring you the best  insights.

Download the ETF investing mini-series
checklist to follow along

We've created a free resource just for you: a simple editable checklist designed to accompany the podcast series that helps you apply what you learn as you go.

By downloading, you agree to receive emails from us. You can unsubscribe anytime.

Subscribe to Rask's free investor newsletter

Kick off your week with our pick of podcasts, courses and investing resources to keep your finger on the Rask pulse!

Here you go: A $50,000 per year passive income special report

Join more 50,000 Australian investors who read our weekly investing newsletter and we’ll send you our passive income investing report right now.

Simply enter your email address and we’ll send it to you. No tricks. Unsubscribe anytime.

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian owned.