After years of shaping a life with more freedom, John and David found themselves rethinking what staying in the U.S. could cost them. In this interview with Brynne, they talk about what pushed them towards leaving and the financial planning behind their move abroad.
Money tips
Are you a digital nomad, a globetrotter, or someone who finds themselves bouncing between countries and currencies with ease? Then you understand the challenges of managing your finances across borders. In this blog, Rachel takes you on a guided tour of the best PocketSmith features for global travellers and shares how she’s been using them on her recent adventures.
Company
We’re thrilled to share that PocketSmith has been selected for Mastercard’s global Start Path Open Banking and Embedded Finance program, offering us access to their vast ecosystem and range of technologies to further our ability to help people worldwide gain financial clarity and plan confidently for the future.
Money tips
As a dedicated PocketSmith user for over three years, Rachel has integrated its comprehensive features into almost every aspect of her financial management. She shares why there are times when she deliberately chooses not to use PocketSmith and why flexibility and appropriate tool selection are important in managing personal finances.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Alexis is using PocketSmith to track where his money goes so he can manage his net worth in a responsible way.
Money tips
Last year, Emma decided to jump into the transformative journey of refraining from fashion consumption, unravelling the financial benefits and personal growth that arise from this audacious challenge. Through mindful choices, she's discovered a path toward conscious consumption and a revitalized relationship with her wardrobe.
Money tips
Are you considering a breakup with your bank? Just like any other relationship, sometimes it's time to move on when your bank no longer meets your needs. From unexpected fees to outdated systems, Ruth explores why changing banks might be the right move for you, and how to navigate the process smoothly.
Product feature
With the quality of large-language-model-based AI becoming more impressive and surprising every day, it's a good time for us to showcase a very early release of an AI Tasks feature we've been tinkering on for over a year.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how PocketSmith’s customizability and focus on detail allows Miranda a degree of control and insight into her personal finances she’s never had until now.
Money tips
Running a business inherently exposes you to greater risk, necessitating a tailored approach to insurance coverage. While many of the traditional forms of insurance remain relevant, there are specific policies uniquely suited to the needs of self-employed individuals. Accountant Sam Harith shares the essential components of protecting your business and personal assets when you’re self-employed.
Money tips
Navigating international banking hurdles while traveling can feel like a test of patience and resilience. From unexpected security measures to inconvenient time zone disparities, accessing your accounts abroad can become a daunting challenge. Rachel shares her recent experience of feeling frustrated and stranded in unfamiliar territory.
Money tips
Looking to ditch the dullness of traditional banking? Say hello to the future with tech-forward neobanks and money apps tailored for Aussies. From sleek interfaces to innovative features, these digital-first platforms are redefining how we manage our finances. Emma's sharing her curated list of digital disruptors top picks.
Money tips
In the latest edition of Ruth's Two Cents, she explores the fiery philosophy of Financial Independence Retire Early (FIRE). Is it necessary to live minimally to achieve financial independence, or is there a more personalized path to balancing enjoyment today with financial security tomorrow?
Money tips
Learning to be ‘Good With Money’ can be stressful and overwhelming. In her debut book, The Broke Generation, Emma Edwards uses real-life examples to help readers create a sense of financial calm, not chaos. How do you build a better relationship with money, while enjoying the things that add most value to your life? Read on to find out!
Product feature
We're bringing a new meaning to the term "search party". Follow Rachel down a search function rabbit hole, where musings on the last time she got a haircut shows the many ways PocketSmith's Search Panel can help you find insights on your spending habits.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Mike and his wife have greater peace of mind when making financial decisions and confidence that they’re meeting their goals with PocketSmith.
Money tips
Ever felt a pang of envy listening to your business-owning pals talk about their endless array of tax deductions? Accountant Sam Harith explores essential tax deductions available for employed individuals, shedding light on often-overlooked opportunities for tax relief in New Zealand.
Interviews
“Financial success to me is ordering at a restaurant and looking only at the dish, not the price next to it.” Sarah from The OneUp Project is a podcaster, marketer, investor and she’s endlessly curious about her personal finances. How could we resist picking her brain about all things money?
Money tips
"These four apps form part of my financial ecosystem and help me keep my systems and processes watertight and on track." Aussies have a fair few choices of excellent personal finance apps. Emma shares her top four fair dinkum apps for managing her money.
Money tips
One of the significant decisions you'll face as a couple is merging your finances. It's a pivotal step that requires careful consideration and open communication. From sharing bank accounts to setting joint financial goals, Ruth explores how to approach this milestone in the latest edition of Ruth’s Two Cents.
Money tips
Dealing with the intricacies of managing multiple currencies as a digital nomad can be a daunting task, especially when your financial tools need to keep up with your ever-changing lifestyle. Rachel shares how PocketSmith transformed her financial management from "just okay" to exceptional, seamlessly integrating multi-currency support and live feeds to create a truly comprehensive system.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Laurie manages her household's retirement financial plan in multiple currencies in PocketSmith to make their travel budget go further.
Money tips
Reassessing finances is crucial, and for many, their home loan takes center stage. With interest rates fluctuating and economic dynamics shifting, refinancing emerges as a strategic move. However, amidst the promise of lower rates lie potential pitfalls. Finder’s Rebecca Pike shares this guide on how to refinance to save money, avoiding fees while still getting all the features.
Money tips
Ever wondered how small changes in your spending habits could lead to significant financial gains? Inspired by the success of her own experience with a "no new clothes" challenge, Emma is sharing five new ideas challenge ideas to test yourself and improve your financial wellbeing in 2024.
Money tips
Reducing your working hours from the typical 9-5 can be done for all sorts of reasons. For Ruth and her husband Jonny, it was a matter of changing priorities — while still remaining financially stable. Hear how she made the transition, and how it's still working for her a few years down the road.
