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Have you lived or worked in the UK? You could be entitled to thousands in extra pension payments for life.

In this episode of The Winner’s Playbook, Josh and Billy unpack the UK state pension and why it matters for Australians who have spent time working in the UK, even decades ago. They explain how the system works, how it compares to Australia’s age pension, and what the upcoming changes in April 2026 mean for anyone thinking of topping up their pension years.

They also cover how to check your national insurance record, what to do if you have gaps, and why this could be a once-in-a-lifetime opportunity to secure a valuable income stream. Plus, they dive into estate planning strategies around superannuation tax and share a few client stories that show just how easy it is to miss out if you don’t take action.

If you or someone you know has worked in the UK, this is a must-listen. It could put thousands of dollars back in your pocket for very little effort.

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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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Thinking about growing your wealth smarter and faster this year?

In this episode of The Winner's Playbook, Josh and Billy break down how different tax structures can either boost or drag on your wealth. From sole traders and companies to family trusts, superannuation, and investment bonds, they walk through how each structure works, when it makes sense to use them, and how business owners can avoid costly mistakes.

They also dive into the concept of tax drag, a must-know for anyone trying to build serious wealth, and explain how using a bucket company can potentially add more than $1 million to your portfolio over time. It's all about structure, timing, and having the right advice from the start.

Need help figuring out which structure is right for you?

Book a free 15-minute call with a Link Wealth adviser today. Head to the show notes to get started.

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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.

Send us a text

Most people have good money intentions, but few turn them into habits that last. In this episode of The Winner’s Playbook, Josh and Billy break down simple financial systems you can actually stick to.

They cover a practical yearly money calendar, a savings rule you won’t quit, and an investment routine that runs quietly in the background. Plus, they discuss why comparing your finances to friends or social media can hold you back, and why focusing on your own household, values, and decisions is what drives real progress.

If you’re ready to reset your mindset and build better money habits for 2026, this episode helps you cut through the noise and focus on what truly matters.

𝗪𝗮𝗻𝘁 𝗵𝗲𝗹𝗽 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘀𝗺𝗮𝗿𝘁𝗲𝗿 𝗺𝗼𝗻𝗲𝘆 𝗵𝗮𝗯𝗶𝘁𝘀 𝗳𝗼𝗿 𝟮𝟬𝟮𝟲?
Head to the show notes to book a chat with a Link Wealth adviser.

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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.