Welcome back once again to The Monthly Wrap: what's been cracking in life, money and business over here at Broke HQ. Thanks as always to PocketSmith for sponsoring this episode.

Each month I'll take you through:
The monthly mood: what was the vibe of my finances last month?
An overview of the month in life, money and business
RECEIPTS: where my money went, using my PocketSmith dashboard for insights
The money mirror: what was my transaction list reflecting back at me
BOARD MEETING: business updates, projects and challenges
GROUP CHAT: life updates, hacks, recipes, and hot goss
Next month's focus and 3 quick hit goals to focus on

Head to www.pocketsmith.com/thebrokegeneration to check out PocketSmith's foundation plan and snag yourself 2 months at 50% off.

Welcome back once again to The Monthly Wrap: what's been cracking in life, money and business over here at Broke HQ. Thanks as always to PocketSmith for sponsoring this episode.
Each month I'll take you through:
<ul>
<li>The monthly mood: what was the vibe of my finances last month?</li>
<li>An overview of the month in life, money and business</li>
<li>RECEIPTS: where my money went, using my PocketSmith dashboard for insights</li>
<li>The money mirror: what was my transaction list reflecting back at me</li>
<li>BOARD MEETING: business updates, projects and challenges</li>
<li>GROUP CHAT: life updates, hacks, recipes, and hot goss</li>
<li>Next month's focus and 3 quick hit goals to focus on</li>
</ul>
Head to <a href="https://www.pocketsmith.com/thebrokegeneration">www.pocketsmith.com/thebrokegeneration</a> to check out PocketSmith's foundation plan and snag yourself 2 months at 50% off.

Feel good finance podcast, packed with frank and honest money conversations, and practical tips to help you be better with money.

Good With Money

Feel good finance podcast, packed with frank and honest money conversations, and practical tips to help you get Good With Money. Hosted by Certified Financial Behaviour Specialist and author of Good With Money, Emma Edwards, this show will help you heal your relationship with your finances, hack your brain, and start feeling confident with money.

Money psychology, budgeting, personal finance, money habits, human behaviour.

Feel good finance podcast, packed with frank and honest money conversations, and practical tips to help you get Good With Money. Hosted by Certified Financial Behaviour Specialist and author of Good With Money, Emma Edwards, this show will help you heal your relationship with your finances, hack your brain, and start feeling confident with money.
Money psychology, budgeting, personal finance, money habits, human behaviour.

The Monthly Wrap: March

In this episode I'm joined again by Tash Etschmann from Tash Invests to dissect a particularly eye opening mortgage misconception I found on Reddit. A true lesson in why financial literacy and mortgage education should be a duty of care from lenders to would-be mortgage holders, we unpack how one first home buyer thought they were going to be making repayments at over 90% of their take home pay after a miscalculation blunder.

In this episode I'm joined again by Tash Etschmann from Tash Invests to dissect a particularly eye opening mortgage misconception I found on Reddit. A true lesson in why financial literacy and mortgage education should be a duty of care from lenders to would-be mortgage holders, we unpack how one first home buyer thought they were going to be making repayments at over 90% of their take home pay after a miscalculation blunder.

The importance of financial literacy before homeownership: Reddit Rants, with Tash Etschmann

In this episode, I explore how replacing a rigid financial map with a values-driven compass can transform the way you manage money. Rather than chasing fixed numbers and linear plans, I share why understanding your deeper values leads to better financial decisions — especially in a world where careers, costs, and life circumstances are constantly shifting.

Key takeaways:
Why rigid financial plans fail to account for real life changes
The difference between a financial "map" vs. a financial "compass"
How your values — not numbers — should guide your money decisions
The three types of money values: spending values, short-term priorities, and big-picture values
Why skipping the values work means you may reach your goals but still feel empty
How a compass approach helps you honour both present and future you along the way

In this episode, I explore how replacing a rigid financial map with a values-driven compass can transform the way you manage money. Rather than chasing fixed numbers and linear plans, I share why understanding your deeper values leads to better financial decisions &mdash; especially in a world where careers, costs, and life circumstances are constantly shifting.
Key takeaways:
<ul>
<li>Why rigid financial plans fail to account for real life changes</li>
<li>The difference between a financial "map" vs. a financial "compass"</li>
<li>How your values &mdash; not numbers &mdash; should guide your money decisions</li>
<li>The three types of money values: spending values, short-term priorities, and big-picture values</li>
<li>Why skipping the values work means you may reach your goals but still feel empty</li>
<li>How a compass approach helps you honour both present and future you along the way</li>
</ul>

Why having a "financial compass" will set you up for success

In this episode I'm joined by Tash Etschmann of Tash Invests to discuss the concept of lifestyle creep versus values-based spending, and how we keep on top of small expenses adding up while still enjoying our money and experiencing life now. Inspired by my recent $21 spend on coffee and hash browns on hotel room service, we unpack value versus values, the psychological concept of category limits, simplifying financial decisions with money rules, and keeping spending runways in check before they derail your progress.

In this episode I'm joined by Tash Etschmann of Tash Invests to discuss the concept of lifestyle creep versus values-based spending, and how we keep on top of small expenses adding up while still enjoying our money and experiencing life now. Inspired by my recent $21 spend on coffee and hash browns on hotel room service, we unpack value versus values, the psychological concept of category limits, simplifying financial decisions with money rules, and keeping spending runways in check before they derail your progress.

The Monthly Wrap: March

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