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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
Ever wondered what a financial adviser actually does?
What a good financial adviser should actually help you with
There’s a lot more to financial advice than just picking a few shares or tweaking your super. In this episode of The Winner’s Playbook, Josh breaks down the eight core areas every solid financial plan should cover, no matter where you're at in life.
He walks through what real holistic advice looks like, starting with your goals and then covering everything from superannuation, debt, tax, and investing, through to estate planning, personal insurance, and even the role cashflow plays in helping you stay on track. It’s the full picture, not just a quick fix.
You’ll also hear how good advice ties everything together so you can build wealth, protect your family, and make smarter decisions with confidence. Whether you’re in your 30s and just starting to get serious about money or thinking about what retirement might look like, this episode gives you a clear roadmap of what to expect from a great adviser.
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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.