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
Wills, inheritance & tough talks: getting real about family money
Talking to your parents about money, wills & what comes next
In this episode of The Winner’s Playbook, Josh is joined by Carlo, a Senior Mortgage Brokers from Link Wealth Finance, for a conversation that many avoid but absolutely need to have: how to talk to your parents about money, wills, aged care and estate planning.
It’s not about being morbid. It’s about making sure your family is protected, informed and not left scrambling when life throws a curveball.
They dive into why these conversations can feel so uncomfortable, the right way to raise the topic without sounding like you're after money, and the essential things every family should sort out, from wills and powers of attorney to sharing practical info like account details and intentions.
Josh and Carlo also touch on how to avoid future family conflict, why transparency matters and the real cost of poor planning.
If you're putting this conversation off or not sure how to begin, this episode will give you the tools, mindset and confidence to open the door the right way.
----
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
----
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.