This could be the biggest IPO the world has ever seen

This could be the biggest IPO the world has ever seen

Send us Fan Mail [https://www.buzzsprout.com/2260657/fan_mail/new] SpaceX could be heading for one of the biggest IPOs in history, and even if you never buy the shares directly, there’s a good chance you could still end up exposed through your super, ETFs, managed funds or index funds. In this episode of The Winner’s Playbook, Josh and Billy unpack what happens when a private company like SpaceX becomes public, why investors are watching Elon Musk so closely, and how a major listing could flow through global markets. They also break down the latest Budget fallout, including proposed changes to capital gains tax, trusts, bucket companies and why investment bonds could become more popular if the rules go ahead. If you invest through super, ETFs, shares, trusts or company structures, this episode will help you understand what could be changing and why it matters. Hit follow, leave a review, and share this episode with someone trying to make sense of the latest investment and tax changes. ---- Want to find an Adviser that suits your financial needs: https://www.linkwealth.com.au/ [https://www.linkwealth.com.au/] Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link [https://www.linkwealth.com.au/josh-lee-link] Get in touch with Billy: https://www.linkwealth.com.au/billy-norman-link [https://calendly.com/billynorman/15-min-clarity-call?month=2025-02] Josh's TikTok:  https://www.tiktok.com/@joshleefinadv [https://www.tiktok.com/@joshleefinadv] Billy's TikTok:  https://www.tiktok.com/@billynormanfp [https://www.tiktok.com/@billynormanfp]     Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified  [https://www.linkwealth.com.au/wealth-simplified]    Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide [https://www.linkwealth.com.au/financial-services-and-credit-guide]  ----    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.

Most Property Investors Are Buying Blind (and What to Do Instead)

Send us Fan Mail [https://www.buzzsprout.com/2260657/fan_mail/new] Property investing looks simple... until you factor in cash flow, debt, tax, yield, location, structure, timing and suddenly it’s anything but. In this episode of The Winner’s Playbook, Josh sits down with Joey from Gameplan to break down what smart property investing really looks like in today’s market. They unpack rentvesting, buyer’s agents, apartments vs commercial property, and the most common mistakes investors keep making. They also explore why commercial property is getting more attention, how proposed Budget changes could impact investors, and why having the right strategy before you buy can save you from costly decisions later. If you’re thinking about buying your first investment property, building a portfolio, or just trying to understand how property fits into your overall wealth plan, this episode will change how you look at investing. Hit follow, leave a review, and share this with someone who’s about to buy blind. Get in touch with Joey: https://www.linkedin.com/in/joey-d-agata-41a335114/ [https://www.linkedin.com/in/joey-d-agata-41a335114/] https://www.instagram.com/joey.gameplans [https://www.instagram.com/joey.gameplans] ---- Want to find an Adviser that suits your financial needs: https://www.linkwealth.com.au/ [https://www.linkwealth.com.au/] Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link [https://www.linkwealth.com.au/josh-lee-link] Get in touch with Billy: https://www.linkwealth.com.au/billy-norman-link [https://calendly.com/billynorman/15-min-clarity-call?month=2025-02] Josh's TikTok:  https://www.tiktok.com/@joshleefinadv [https://www.tiktok.com/@joshleefinadv] Billy's TikTok:  https://www.tiktok.com/@billynormanfp [https://www.tiktok.com/@billynormanfp]     Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified  [https://www.linkwealth.com.au/wealth-simplified]    Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide [https://www.linkwealth.com.au/financial-services-and-credit-guide]  ----    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.

The retirement trap nobody talks about

Send us Fan Mail [https://www.buzzsprout.com/2260657/fan_mail/new] What makes a good retirement? In this episode of The Winner’s Playbook, Josh and Billy unpack what retirement really looks like beyond the numbers. They break down the four types of retirees, why a big super balance does not always equal a happy retirement, and how work, purpose, relationships, health and lifestyle all play a role. They also discuss why the best retirement plans are flexible, how to avoid feeling lost once work slows down, and why building a life you actually enjoy matters just as much as building wealth.  ---- Want to find an Adviser that suits your financial needs: https://www.linkwealth.com.au/ [https://www.linkwealth.com.au/] Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link [https://www.linkwealth.com.au/josh-lee-link] Get in touch with Billy: https://www.linkwealth.com.au/billy-norman-link [https://calendly.com/billynorman/15-min-clarity-call?month=2025-02] Josh's TikTok:  https://www.tiktok.com/@joshleefinadv [https://www.tiktok.com/@joshleefinadv] Billy's TikTok:  https://www.tiktok.com/@billynormanfp [https://www.tiktok.com/@billynormanfp]     Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified  [https://www.linkwealth.com.au/wealth-simplified]    Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide [https://www.linkwealth.com.au/financial-services-and-credit-guide]  ----    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.

The 2026 federal budget: What it really means for your money

Send us Fan Mail [https://www.buzzsprout.com/2260657/fan_mail/new] Think the Federal Budget won’t affect you? This one might be worth paying attention to. In this episode of The Winner's Playbook, Josh and Billy break down the biggest proposed changes from the latest Federal Budget, including negative gearing, capital gains tax, trusts and bucket companies. They explain what could change, who may be impacted, and why property investors, business owners and retirees should be watching closely. They also talk through some of the smaller wins, like the instant asset write-off, tax loss carry-back rules and worker tax offsets, while giving their honest take on whether these measures really go far enough. You’ll hear why superannuation and investment bonds may become even more important, and why rushing into big changes before the dust settles could be a mistake. Whether you own property, run a business, use a trust structure or simply want to understand what this Budget could mean for your money, this episode gives you a clear, no-nonsense breakdown without the political noise. ---- Want to find an Adviser that suits your financial needs: https://www.linkwealth.com.au/ [https://www.linkwealth.com.au/] Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link [https://www.linkwealth.com.au/josh-lee-link] Get in touch with Billy: https://www.linkwealth.com.au/billy-norman-link [https://calendly.com/billynorman/15-min-clarity-call?month=2025-02] Josh's TikTok:  https://www.tiktok.com/@joshleefinadv [https://www.tiktok.com/@joshleefinadv] Billy's TikTok:  https://www.tiktok.com/@billynormanfp [https://www.tiktok.com/@billynormanfp]     Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified  [https://www.linkwealth.com.au/wealth-simplified]    Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide [https://www.linkwealth.com.au/financial-services-and-credit-guide]  ----    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.

Rates, Inflation & Tax Changes: What Could Hit Your Plan

Send us Fan Mail [https://www.buzzsprout.com/2260657/fan_mail/new] Are interest rates about to bite again? In this episode of The Winner’s Playbook, Josh and Billy record from the new podcast studio for the first time and unpack some big money topics facing Australians right now. They discuss inflation, the possibility of higher interest rates, what rising rates could mean for mortgages, bonds and cash, plus why investors may need to think carefully about buffers, debt and risk. They also break down the latest on Division 296, possible Federal Budget changes around capital gains tax, trusts, negative gearing and EVs, and why it pays to build a plan that can adapt when the rules change. ---- Want to find an Adviser that suits your financial needs: https://www.linkwealth.com.au/ [https://www.linkwealth.com.au/] Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link [https://www.linkwealth.com.au/josh-lee-link] Get in touch with Billy: https://www.linkwealth.com.au/billy-norman-link [https://calendly.com/billynorman/15-min-clarity-call?month=2025-02] Josh's TikTok:  https://www.tiktok.com/@joshleefinadv [https://www.tiktok.com/@joshleefinadv] Billy's TikTok:  https://www.tiktok.com/@billynormanfp [https://www.tiktok.com/@billynormanfp]     Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified  [https://www.linkwealth.com.au/wealth-simplified]    Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide [https://www.linkwealth.com.au/financial-services-and-credit-guide]  ----    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.