The Winner's Playbook

EP 14: Single and ready to mingle with your money!


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Single and ready to mingle? This week’s episode is for you. Steve and Josh are following up last week’s Valentine’s Day themed episode by focusing on how you can build wealth and tackle your money goals when you’re single. 

This episode covers:

[0.05] Disclaimer.
[1:45] Benefits of being single on a wealth creation journey.
[6:30] Steve’s journey with starting business while single.
[8:45] Disadvantages of being single while creating wealth.
[11:30] Singles using family trusts.
[12:30] Who or what are we building wealth for?
[14:20] Planning long term for singles.
[16:35] How can singles protect themselves with different types of insurance.

Book a 15 Minute Call with Josh: https://calendly.com/linkwealthgroup-josh

Book a 15 Minute Call with Steve: https://calendly.com/steve-lwg/15-min-clarity-call

Josh's TikTok: https://www.tiktok.com/@joshleefinadv

Steve's TikTok: https://www.tiktok.com/@stevesloanefinadviser

Sign up to Steve’s newsletter: https://www.linkwealth.com.au/newsletter

Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg 

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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.

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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.

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The Winner's PlaybookBy Link Wealth Group