ABOUT THIS PODCAST 🔗

Update frequency:
weekly
Average audio length:
32 minutes
Has sponsors
English
United States
130 episodes
since Oct. 24, 2023
episodic

LATEST EPISODE 🔗

Send us Fan Mail A TPD payout is not the end of the process A total and permanent disability claim can provide a major financial lifeline, but the payout is only the start of the next set of decisions.In this solo episode of The Winner’s Playbook, Billy breaks down what people need to understand be…

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Send us Fan Mail Inheritance, super control and property tax traps How much is too much to leave to your kids, and should you pass wealth on earlier rather than waiting until it becomes an inheritance? In this episode of The Winner’s Playbook, Josh and Billy unpack inheritance planning, how much su…
Send us Fan Mail Commercial property, healthcare assets and social infrastructure Commercial property is getting more attention, but it is a very different world to residential investing. In this episode of The Winner’s Playbook, Josh is joined by Marcello Caspani-Muto, Director at CBRE, to unpack …
Send us Fan Mail Tax havens, private credit and super access More Australians are starting to think seriously about tax, residency and where their money is actually being invested. In this episode of The Winner’s Playbook, Josh and Billy unpack tax havens, special visas and why some Australians are…
Send us Fan Mail Property, TPD payouts and real client strategy Sometimes the best way to understand financial advice is through real client scenarios. In this episode of The Winner’s Playbook, Josh and Billy unpack five client situations they have worked through recently, covering property decisio…
Send us Fan Mail Business structures, GST traps and Div 7A loans Starting a business is exciting, but getting the structure wrong early can create expensive problems later. In this episode of The Winner’s Playbook, Josh is joined by Adam Jacobson, Accounting Principal at Link Wealth Accounting, to …
Send us Fan Mail Money myths, super and smarter wealth decisions Is financial advice really too expensive, or is the bigger risk making poor decisions without it? In this episode of The Winner’s Playbook, Billy is joined by Steve Sloane, Founder and Managing Director of Link Wealth, to unpack five …
Send us Fan Mail Super death tax, TPD payouts and the age pension problem Superannuation can be one of the most tax-effective ways to build wealth, but many people do not realise there can still be tax waiting inside their super when they pass away. In this episode of The Winner’s Playbook, Josh an…
Send us Fan Mail Private markets, business pressure and managing a big lump sum Private markets are usually reserved for the wealthiest investors, large super funds and institutions, but should everyday investors have better access? In this episode of The Winner’s Playbook, Billy is joined by Steve…
Send us Fan Mail Market moves, redundancies and building a personal brand The Australian share market has lagged behind the US, tech has continued to dominate globally, and investors are being reminded why diversification still matters. In this episode of The Winner’s Playbook, Josh and Billy unpac…
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