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Will your business fund retirement?

Will your business fund retirement?

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Summary

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Is your super as safe as you think, and could AI change the future of financial advice?

In this episode of The Winner’s Playbook, Josh and Billy unpack some of the biggest conversations happening across superannuation, investing and financial advice right now.

They discuss growing concerns around Australia's super system, the enormous amount of money flowing into AI, and whether investors are overlooking some of the risks.

They also tackle a question closer to home: could AI eventually replace financial advisers, or is there something technology simply can't replicate?

To finish, Josh and Billy explore a challenge facing many Australian business owners approaching retirement, and why the business you've spent decades building might not deliver the outcome you're expecting.

⏱️ Timestamps:

00:00 Intro
00:43 What’s coming up in this episode
04:45 The risks facing Australia's super system
08:32 The $44 billion AI IPO that didn't go ahead
16:53 Could your super be more exposed than you think?
23:54 Could AI replace your financial adviser?
33:14 The retirement trap for business owners
40:25 What happens when it's time to sell your business?

Hit follow, leave a review, and share this episode with someone interested in investing, AI and building long-term wealth.


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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-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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