The Winner's Playbook
The Winner’s Playbook is your go-to podcast for real talk about money, careers, success and the challenges along the way.
Hosted by financial advisers Josh and Billy, we break down the financial world in a way that’s clear, relatable and actually enjoyable to listen to.
Whether you’re trying to grow your wealth, make smarter money moves, level up your career, or just figure out what success looks like for you, we’ve got you covered.
No boring lectures, no complicated jargon - just straight-up conversations that help you win in life and money.
New episodes drop every week, so hit follow and join us for practical advice, honest insights and maybe even a few laughs along the way.
The Winner's Playbook
Retirement Planning: Maximise Your Age Pension & Centrelink Benefits
Retirement might feel like the finish line, but there’s a lot to figure out before you get there.
In this episode, Josh and Billy take a deep dive into what really matters in the lead-up to retirement. From how much you actually need, to where your income will come from and how Centrelink fits into the picture, this one covers all the essentials.
They unpack common myths (like relying too heavily on the family home or investment properties), explore smart strategies for boosting your age pension entitlements, and share real stories from clients who’ve made big moves to set themselves up for retirement.
You’ll also hear tips on the downsizer contribution, annuities, healthcare cards, and how to plan ahead so you don’t get caught out. Whether retirement is right around the corner or still a few years away, this episode is packed with insights to help you take control and retire with confidence.
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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.