EPISODE · Feb 9, 2024 · 21 MIN
EP 13: Couples + Money – Our Top Tips
from The Winner's Playbook · host Link Wealth Group
Send us Fan MailThis week is Valentine’s Day, so Steve and Josh are taking the opportunity to talk about money and partnerships.This episode covers:[0.05] Disclaimer.[2.10] Most challenging aspects for couples when it comes to money.[7.00] How an adviser can help couples.[8:30] What can couples who aren’t on the same page with money do?[12.15] Different strategies to split money.[15:25] Getting across what’s coming in and going out.[17:40] What do you do when people get into a relationship with different levels of wealth?[18:45] Asset protection for business owners.Free budget spreadsheet: https://moneysmart.gov.au/budgeting/budget-planner Book a 15 Minute Call with Josh: https://calendly.com/linkwealthgroup-joshBook a 15 Minute Call with Steve: https://calendly.com/steve-lwg/15-min-clarity-callJosh's TikTok: https://www.tiktok.com/@joshleefinadvSteve's TikTok: https://www.tiktok.com/@stevesloanefinadviserSign up to Steve’s newsletter: https://www.linkwealth.com.au/newsletterOur 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 an 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-linkJosh'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.
What this episode covers
Send us Fan Mail This week is Valentine’s Day, so Steve and Josh are taking the opportunity to talk about money and partnerships. This episode covers: [0.05] Disclaimer. [2.10] Most challenging aspects for couples when it comes to money. [7.00] How an adviser can help couples. [8:30] What can couples who aren’t on the same page with money do? [12.15] Different strategies to split money. [15:25] Getting across what’s coming in and going out. [17:40] What do you do when people get into a relati...
NOW PLAYING
EP 13: Couples + Money – Our Top Tips
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m