Episode 6: The Wealth Building Blueprint

HomePodcast

Episode 6: The Wealth Building Blueprint: Mastering Money & Goals

Join Shannon Smit, an expert in taxes, financial advice, and wealth building strategies, as she shares invaluable insights into setting and achieving your financial goals. Gain a deeper understanding of budgeting, managing income and expenses, and balancing immediate needs with long-term goals. Shannon's advice and examples will help you make informed financial decisions and stay connected to your goals, ensuring a financial future you are committed to work towards.

From understanding the significance of financial goal setting to practical budgeting tips and the Three Buckets Approach for managing finances, Shannon's expertise will guide you on your wealth-building journey. Whether you're a business owner or an individual looking to make the most of your money, this episode offers a roadmap for financial stability and success.

DOWNLOAD PERSONAL BUDGET WORKBOOK DOWNLOAD PERSONAL BUDGET WORKBOOK


NOTE: The budget spreadsheet requires Excel 2003 and above. Click to ENABLE Macros.
If you would like to see a recorded demo of our detailed 12-month personal budget worksheet so you know how you can effectively use this tool yourself,
click here.

More podcast episodes


4 May

Episode 22: How To Find And Invest Time To Create Your Greatest Life - with Kate Christie

What if time wasn’t your biggest constraint – but your biggest opportunity? In this episode of The Accountant That Builds Podcast, we are joined by Kate Christie, internationally recognised time management expert, keynote speaker, and bestselling author. Kate has spent more than two decades helping business owners, leaders and teams take control of their time, energy and priorities.


READ MORE READ MORE
4 May

Episode 21: Someone has To Be The Most Expensive - Why Not Make It You with Andrew Griffiths

What does it really take to stop discounting yourself and start charging what you’re truly worth? In this episode of the The Accountant That Builds Podcast, host Shannon Smit sits down with Andrew Griffiths, Australia’s #1 small business author and one of the most respected voices in business and personal growth.


READ MORE READ MORE
7 Apr

Episode 20 - Financial Literacy: What is it, why it matters and how to improve it

In this episode of The Accountant That Builds, Shannon Smit explores what financial literacy really means and why it matters so much for everyday Australians. She breaks the concept down in practical, real life terms and explains why so many capable, intelligent people still feel confused, overwhelmed, or behind when it comes to money.


READ MORE READ MORE
18 Dec '25

UNDER THE HOOD: Accessibility and Inclusion with MP Shire Business

Excellence in Inclusivity and Accessibility recognises businesses for their leadership in creating welcoming, inclusive spaces and ensuring accessibility for all. In this episode, the award-winnings share how inclusion isn’t just the right thing to do - it’s a smart business move. 


READ MORE READ MORE
18 Dec '25

UNDER THE HOOD: Connected Communities - The Small Business Advantage

The Local Community Connection Award recognises businesses with a commitment to strengthening the Mornington Peninsula community through networks, partnerships and social contributions. This episode features the award-winners as they share practical strategies, proven approaches, and inspiring stories that show how community connection isn’t just good for people - it’s sound business practice. 


READ MORE READ MORE
2 Apr '25

Episode 19: Building Your Future - Property Investment with Super

Shannon Smit dives deep into the compelling world of using self-managed super funds (SMSFs) to invest in property. With her signature energy and expertise, Shannon explains the mechanics of SMSFs, contrasting them with retail and industry super funds, and revealing the unique power they offer individuals to take control of their financial future.


READ MORE READ MORE