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
Trusts explained: how the wealthy legally pay less tax
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What is a trust… and do you actually need one?
In this episode of The Winner's Playbook, Billy sits down with Adam from Link Wealth Accounting to break down trusts in plain English. They cover what a trust actually is, how it works, and why people use them beyond just “saving tax.”
The conversation dives into how trusts can create tax flexibility, protect assets, and help with long-term family planning. They also unpack different types of trusts, how distributions work, and some of the common mistakes people make, especially when things are not set up or managed properly.
If you have heard about trusts but never fully understood them, this episode will give you a clear, practical overview of when they might make sense and what to watch out for.
Get in touch with Adam:
https://www.linkwealthaccounting.com.au/adam-jacobson
Adam's TikTok: https://www.tiktok.com/@adam.jacobson.accounting
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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
Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide
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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.