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EP 40: USA Recap — investing insights, US/Aus relo, opportunities
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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 York and Los Angeles — the directors got a direct insight into the US finance sector and relationship with Australia. From touring MIT in Boston to being on the trading floor in NYC and even attending the world's largest finance festival FutureProof in LA — it's safe to say that this was a jam-packed trip.
Join Steve and Josh for this insight-packed episode that you simply don't want to miss!
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Get in touch with Steve:
Steve Sloane - Founder & Managing Director (linkwealth.com.au)
Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)
Steve's TikTok: https://www.tiktok.com/@stevesloanefinadviser
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Sign up to Steve's newsletter, Wealth Simplified: 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
----
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
----
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.
View all episodes
By Link Wealth GroupSend us a text
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 York and Los Angeles — the directors got a direct insight into the US finance sector and relationship with Australia. From touring MIT in Boston to being on the trading floor in NYC and even attending the world's largest finance festival FutureProof in LA — it's safe to say that this was a jam-packed trip.
Join Steve and Josh for this insight-packed episode that you simply don't want to miss!
----
Get in touch with Steve:
Steve Sloane - Founder & Managing Director (linkwealth.com.au)
Get in touch with Josh:
Josh Lee - Director & Financial Adviser (linkwealth.com.au)
Steve's TikTok: https://www.tiktok.com/@stevesloanefinadviser
Josh's TikTok: https://www.tiktok.com/@joshleefinadv
Sign up to Steve's newsletter, Wealth Simplified: https://www.linkwealth.com.au/newsletter
Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg
----
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
----
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
----
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.