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EP 45: Having A Family? Here's How To Plan Your Money!
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Welcome to The Winner's Playbook, a podcast where Steve and Josh (Directors / Financial Advisers) chat about everything related to money, careers, success, challenges, mindset, and much more!
With Josh due to have his first child any day now, we are chatting about all things family planning from a financial standpoint. From newborn prep to school fees or even upgrading the family home — kids can get expensive!
Steve and Josh chatted about the different things they have done for their own families to make sure they were as prepared financially as possible — but also what other people and clients have done in the past.
Hit play and learn a little more about how others are planning for their families financially.
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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 and Josh (Directors / Financial Advisers) chat about everything related to money, careers, success, challenges, mindset, and much more!
With Josh due to have his first child any day now, we are chatting about all things family planning from a financial standpoint. From newborn prep to school fees or even upgrading the family home — kids can get expensive!
Steve and Josh chatted about the different things they have done for their own families to make sure they were as prepared financially as possible — but also what other people and clients have done in the past.
Hit play and learn a little more about how others are planning for their families financially.
----
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.