The Winner's Playbook

EP 45: Having A Family? Here's How To Plan Your Money!

Link Wealth Group

Welcome to The Winner's Playbook, a podcast where Steve and Josh (Directors / Financial Advisers) chat about everything related to money, careers, success, challenges, mindset, and much more!

With Josh due to have his first child any day now, we are chatting about all things family planning from a financial standpoint. From newborn prep to school fees or even upgrading the family home — kids can get expensive! 

Steve and Josh chatted about the different things they have done for their own families to make sure they were as prepared financially as possible — but also what other people and clients have done in the past.

Hit play and learn a little more about how others are planning for their families financially.

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Get in touch with Steve:
Steve Sloane - Founder & Managing Director (linkwealth.com.au)

Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)

Steve's TikTok:  https://www.tiktok.com/@stevesloanefinadviser
Josh's TikTok:  https://www.tiktok.com/@joshleefinadv

Sign up to Steve's newsletter, Wealth Simplified: https://www.linkwealth.com.au/newsletter

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
 
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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation

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Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)
Get in touch with Billy:
https://calendly.com/billynorman/15-min-clarity-call?month=2025-02

Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp

Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/newsletter

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg

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General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.