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 retirement move most people don’t know about
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Thinking about slowing down… but not ready to fully retire?
In this episode of The Winner's Playbook, Josh and Billy break down how a Transition to Retirement strategy actually works. From age 60, you can start accessing your super while still working, which can help you cut back your hours without cutting back your lifestyle.
They talk through real examples, how to replace lost income, why your investment mix needs to change as you move into drawdown mode, and the tax opportunities available in those early retirement years. They also explain what a TTR is not. It is not an ATM, and it needs to be structured properly.
If you are approaching 60 or just want to understand your options, this episode will help you make smarter decisions around super and retirement.
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Want to find a Adviser that suits your financial needs:
https://www.linkwealth.com.au/
Get in touch with Josh:
https://www.linkwealth.com.au/josh-lee-link
Get in touch with Billy:
https://www.linkwealth.com.au/billy-norman-link
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Billy's TikTok: https://www.tiktok.com/@billynormanfp
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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.