The Winner's Playbook

Send us Fan Mail Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more! We're back with our Deep Dive series on tax structures, and this week, we're exploring Self Managed Super Funds (SMSF) and superannuation! With a 15% tax rate, it's no w...

Send us Fan Mail Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more! We're kicking off our Deep Dive series on tax structures and starting with the all-important family trust! Family trusts are not just for the über-rich but they aren't for ev...

Send us Fan Mail Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more! In today's episode, Steve and Josh are back from the US and are ready to share every insight they learnt on their trip. With their trip totalling around 2 weeks in Boston, New Yor...

Send us Fan Mail Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more! In today's episode, it's all about setbacks & how to come out on the other side of them stronger than ever. Steve and Josh have both had their own fair share of cards dea...

Send us Fan Mail Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more! Tune in for a discussion full of useful information and learn how to take charge of your financial future. In today's episode, we're talking about leadership & how to be...

Send us Fan Mail Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more! In this episode, Josh and Steve discuss the complexities of estate planning. They discuss the nuances of estate taxes and how superannuation can be subject to taxes upon death, even th...

Send us Fan Mail Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more! In today's episode, Steve and Josh are bringing financial literacy to light & how we can all improve our finance knowledge! Steve and Josh break down why it's important t...

Send us Fan Mail Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset, and much more! Tune in for a discussion full of useful information and learn how to take charge of your financial future. In today's episode, Steve welcomes Billy, a senior financial adviser fr...

Send us Fan Mail Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset, and much more! Tune in for a discussion full of useful information and learn how to take charge of your financial future. In today's episode, Steve welcomes Eddie, a seasoned mortgage broker fr...

Send us Fan Mail Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more! Tune in for a discussion full of useful information and learn how to take charge of your financial future. In today's episode, Steve and Josh tackle a topic that might seem boring...

Send us Fan Mail Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more! Tune in for a discussion full of useful information and learn how to take charge of your financial future. In today's episode, Steve and Josh dive into an essential skill that can...

Send us Fan Mail Ever dreamed of moving overseas? Well, if you ever do — make sure you don't leave your finances until last! Josh is joined by Nicole Sandler — a former Queenslander who has lived in Spain for the last 18 years & specialises in cross-border wealth management! She gives us her top tips for those who are thinking of moving abroad & the common pitfalls that people run int...

Send us Fan Mail Welcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges and mindset (plus much more!)  Tune in for a discussion full of useful information and learn how to take charge of your financial future. In today's episode, they're tackling an important topic for...

Send us Fan Mail Surprise — it's not Steve or Josh this week!  Billy Norman has hijacked the podcast this week to chat with Belinda from Tax Invest Accounting. Whether it's personal tax questions or business ones, Belinda is all over it.  With over 120,000 followers on social media, she has put a big focus on educating Australians about their money and what they can claim. So if you want...

Send us Fan Mail Did you know that 47% of Australians have less than 1 month of savings? What would happen if you were to lose your job? Your car breaks down? Unexpected home repairs, or even a death in the family?   Steve & Josh talk about the importance of having an emergency fund and how it serves as a financial safety net that helps you to prepare for the unexpected.   Having savings avail...

Send us Fan Mail Inflation has been a hot topic for the last few years & even if you aren't quite sure what it is, you are definitely feeling its effects. Josh and Steve are cracking into Economics 101 & giving you real practical tips on how you can curb inflation as much as possible. As financial advisers, they are big on focusing on what you can control over what you can't. So...

Send us Fan Mail If you're a business owner or want to become one, this is the episode for you. Josh and Steve open up on how they operate their businesses remotely. With 1 business being based overseas and another where the managing director lives in another state, it's come with it's own set of challenges and trials.  Remote businesses also come with many advantages that can make...

Send us Fan Mail We are bringing you a MONSTER episode of The Winner's Playbook this week! Josh chats to Benjamin Bryant, a family lawyer based in Coffs Harbour and a partner at his firm Bryant-Mckinnon Lawyers. Ben and Josh talk about everything family law from divorce, prenups, tips, tricks and how often different scenarios really happen. Josh definitely learnt a few things this week and we...

Send us Fan Mail It's another ep of TWP and can you believe that some people pay both rent AND a mortgage?! It's called rentvesting and even our very own Joshua Lee has done it! It's become a popular way of investing and purchasing property, especially when you don't have the budget to live as close to the CBD as you wish. But as with anything — there are pitfalls to watch out...

Send us Fan Mail We are back for another week for The Winner's Playbook & this week it's all about credit cards! Credit cards are a controversial topic for some.  Some are very against them and won't ever own them, whereas some  As they say, with great power comes great responsibility & we uncover the good, the bad and the ugly when it comes to those shiny plastic cards. Thi...

Send us Fan Mail We are back for another week for The Winner's Playbook! Steve and Josh are back together this week & diversification is where we are heading today. We keep it short and sharp this week with a quick episode on how you can diversify in business, investments and even income streams. Josh and Steve share what that can look like in your life. This episode covers: [0.01] Discla...

Send us Fan Mail We are back for another week for The Winner's Playbook! Declan Edwards is a happiness researcher who is dedicated to showing people their full potential through his organisation BU Happiness College. Josh took the reins this week on The Winner's Playbook & he chatted to Declan about everything from how Declan defines happiness as a professional to the role happiness...

Send us Fan Mail We keep hearing it... millennials are apparently screwed. But Josh and Steve don't seem to think that all is lost yet! Join Steve and Josh as they discuss how millennials can beat the odds and achieve those big goals like owning a home. They also discuss the different approach and strategies that some need to consider to increase their wealth. Catch their thoughts and tips al...

Send us Fan Mail Think family trusts are just for the rich? Well not quite... let us explain! Steve and Josh are uncovering the truth about trusts and debunking misconceptions they've heard as advisers. But it's not all sunshine and rainbows either! With a few considerations to make before opening a trust, we discuss it all here on The Winner's Playbook . This episode covers: [0.01]...

Send us Fan Mail Ever wondered how the top CEOs or athletes stay at the top? If anyone knows, it's definitely Jess Spendlove . Jess is a Performance Dietitian, Holistic High-Performance Coach who has worked with over 1000 athletes and 100 leaders to keep them at the top of their game. In this special episode of The Winner's Playbook, Josh and Jess chat about how sleep, nutrition and mind...