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Business owners often sit on big cash balances because it feels safe, but over time inflation quietly does the damage.
In this episode of The Winner’s Playbook, Josh and Billy unpack how to think about cash properly, how much the business actually needs as a buffer, and what to do with the rest so it is working towards your long-term goals instead of sitting there as lazy capital. They talk through paying yourself first, separating business money from personal wealth, and why smart investing is less about chasing the next hot thing and more about building a simple, low-maintenance strategy that fits your life stage and exit plan.
They also cover why super is still one of the most powerful tools for business owners, why ignoring it can backfire later, and how the right structure can help with both tax and asset protection. Along the way they touch on what is been happening across markets, from crypto swings to rate moves and policy noise, and bring it back to the fundamentals that keep you calm, consistent, and in control.
If you are a business owner with cash piling up in the company account and you are not sure what to do next, this episode will help you create a clearer plan, de-risk your family’s future, and make your money work harder without drowning in spreadsheets.
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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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By Link Wealth GroupSend a text
Business owners often sit on big cash balances because it feels safe, but over time inflation quietly does the damage.
In this episode of The Winner’s Playbook, Josh and Billy unpack how to think about cash properly, how much the business actually needs as a buffer, and what to do with the rest so it is working towards your long-term goals instead of sitting there as lazy capital. They talk through paying yourself first, separating business money from personal wealth, and why smart investing is less about chasing the next hot thing and more about building a simple, low-maintenance strategy that fits your life stage and exit plan.
They also cover why super is still one of the most powerful tools for business owners, why ignoring it can backfire later, and how the right structure can help with both tax and asset protection. Along the way they touch on what is been happening across markets, from crypto swings to rate moves and policy noise, and bring it back to the fundamentals that keep you calm, consistent, and in control.
If you are a business owner with cash piling up in the company account and you are not sure what to do next, this episode will help you create a clearer plan, de-risk your family’s future, and make your money work harder without drowning in spreadsheets.
----
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.