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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
The US advice model vs Australia: here’s what we do better
The US insider takeaways every Aussie investor should know
Billy’s just back from a whirlwind trip through Harvard, MIT, New York and LA, meeting with some of the biggest fund managers in the world. In this episode, Josh and Billy unpack what he learned and what it means for Australian investors.
They dive into the rise of private assets like private equity, credit and infrastructure, and why the best companies are no longer going public. You'll hear why this is a game-changer for everyday investors, what the real risks and rewards are, and how to actually get access.
They also break down the differences between the US and Australian advice models, the impact of mega-stocks dominating markets, and why relying on the nightly news is the worst way to stay informed.
This one's a mix of insider intel, investment trends and plenty of laughs, including a very sweaty elevator story from a New York boardroom. If you’ve ever wondered what the wealthy are doing that you're not, or how to take your portfolio beyond just shares and property, this episode is for you.
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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.