Business & Investing Playbook

10 Minutes of Business & Investing Strategies - set out your next 90 days

  • Business & Investing Playbook delivers strategic, play-by-play guidance to move your business and investments forward—focused on actionable steps you can execute in the next 90 days.

  • This podcast is the ultimate resource for entrepreneurs and investors who want clear plans, new ideas, and tactical insights to generate growth, build capital partnerships, and scale successfully.

  • We strip away fluff to focus on what truly drives profits and sustainable growth: strategies, partnerships, talent, and mindset—broken down into an actionable playbook you can follow.

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Episodes

Sep 30, 2026

17 min

Tristan Barrett’s life has swung between extremes: military discipline, party chaos, and a deliberate disappearance from society to search for truth. In this episode, Tristan breaks down the wake-up call behind his quote, “Most people die at 30 and get buried at 80,” and what it took to come back with a clearer mind, stronger faith, and a commitment to actually apply what he learned.
Expect raw lessons on identity, resilience, self-love, and why “evolving” only counts when you re-enter real life and live it.
 
Would you live in the Desert for 3 months or more?

Sep 30, 2026

17 min

Sep 2, 2026

17 min

What happens when you build the successful business, hit the numbers, and still feel a gnawing sense that something is off? In this episode, Luke sits down with serial entrepreneur Maureen Pound, who works with business leaders who have achieved success but no longer feel fulfilled, helping them design their ideal lives and their next venture. Drawing on her background in global offshore staffing and the transformational retreats she runs in Bali, Maureen unpacks how to read the early warning signs, make brave decisions without freezing, lead people without diminishing them, and find momentum and meaning again.
This is a practical conversation about the uncomfortable middle ground between burnout and boredom, and what to actually do about it.

Sep 2, 2026

17 min

Jun 13, 2026

16 min

In this episode, Carmen Williams breaks down why “time is money” is the wrong focus for most service businesses-and why energy is the real growth currency. We cover the practical delegation habits that stop rework, including how to brief a VA so they actually nail the task, plus Carmen’s simple Two-Message Rule to prevent endless back-and-forth.Key takeaway: Don’t outsource your strategy-own it, document it, then delegate execution.

Jun 13, 2026

16 min

May 27, 2026

25 min

here is always a way.The dangerous lie in entrepreneurship is thinking the problem is “impossible.”
Most of the time it’s not impossible. It’s just unsolved - yet.
Next time something flops (a launch, an ad, a sales call, a hire), do not label it failure. Label it data.
3 questions that unlock the way:
What exactly failed: traffic, offer, message, or follow-up?
What part worked even a little (that’s your lever)?
What is the smallest change I can test in 48 hours?
Most people quit at the end of a bad day.Builders rerun the test with a smarter variable.
If you’re in the middle of a setback right now, reply with one sentence: What’s the problem you’re solving? I’ll suggest the first test.

May 27, 2026

25 min

Mar 30, 2026

9 min

This episode features an in-depth conversation with JT Foxx, where he unpacks the core values shaping his business leadership-loyalty, integrity, and relentless work ethic. JT emphasizes resilience and the importance of building and monetizing relationships as the foundation of success.
He shares his formula of spending 70% of time on relationships, 20% on marketing and branding, and 10% on mastering financials, underscoring that hard work must continue even after initial success.
JT discusses his early and ongoing commitment to AI, identifying it as the greatest entrepreneurial opportunity today. He explains that AI boosts efficiency, profitability, and duplicate capacity, making it essential for those seeking generational wealth. Resistance to AI, he notes, mirrors earlier skepticism around websites and social media - a mistake to avoid.
He recounts pivotal moments where rapid implementation of ideas and learning from powerful mentors accelerated his growth. JT’s motto: “If you dream it, we’ll AI it,” captures his vision of integrating AI innovation into business strategy.
Ultimately, JT challenges entrepreneurs to embrace AI early, maintain intensity in their work ethic, and build meaningful loyalty to people - the true drivers of building unstoppable brands and wealth.

Mar 30, 2026

9 min

Mar 15, 2026

17 min

This podcast episode features Matt Bazzica, a private wealth strategist specialising in helping high net worth clients-typically those with investment funds averaging around $5 million-manage and grow their wealth beyond traditional avenues. Matt and host Luke Moroney discuss the importance of diversification that goes beyond common stocks, bonds, and property. They dive into alternative investment opportunities such as private lending and business acquisition funds, which yield attractive returns of 10-18% annually with potential for monthly income.
The conversation goes deeper into critical topics like due diligence, asset protection, liquidity management, and investment structuring. Matt highlights frequent mistakes wealthy investors make, such as bundling unrelated assets to save costs, which can expose their wealth to unnecessary risks. He emphasises the necessity of working with an expert team-including accountants, financial advisors, and solicitors-to ensure investment structures protect assets efficiently and optimise tax outcomes.
A significant part of the discussion covers asset protection strategies, like establishing testamentary trusts, to preserve wealth legacy and shield assets from potential risks such as divorce or business liabilities. Liquidity planning is addressed as a “silent killer” in alternative investments, reinforcing the importance of knowing entry and exit strategies, timelines, and realistic expectations around investment duration.

Mar 15, 2026

17 min

Feb 27, 2026

22 min

Booked out for weeks. Phones ringing. Team flat out. Then you open the numbers and realize the business is quietly bleeding.
In this episode, Luke Moroney sits down with Claire Holmes to unpack the moment her trade business hit an uncomfortable truth: the workload was up, but the profit wasn’t. Claire shares how the cracks showed up in real time: expenses stacking up, gaps in the P&L, pressure on the team, and the growing fear that if nothing changed, the business wouldn’t survive.
The turning point came from one brutally simple question: “Why aren’t you raising your prices?” Claire had no answer. Not because she didn’t know the pricing was wrong, but because the fear was louder than the math: What if we lose customers overnight?
Claire walks through what happened next:
She forced the numbers into the open: broke down the profit and loss and identified exactly where the model was failing.
She raised prices fast (not “someday”): starting with larger contracts, then rolling it out across clients.
She handled objections without discounting: only one customer pushed back, and the response was clear: they were no longer a “one-person band”, they were a team of 10 delivering a higher-level service.
The result shocked her: she didn’t wake up to cancellations. Clients stayed because the value was real and the foundations were strong.
The hidden value driver: customers consistently mentioned communication as the reason they chose them: knowing when the team would arrive, what was happening, and what came next.
This conversation is a wake-up call for tradies and service business owners: being busy is not proof you’re profitable. If the back office numbers don’t work, the business doesn’t work. And if you don’t build a model that supports your team, your clients, and your long-term growth, “booked out” can become the fastest route to burnout and collapse.

Feb 27, 2026

22 min

Feb 15, 2026

17 min

In this episode, Luke Moroney interviews Mike Mortlock, a leading tax depreciation and quantity surveying expert in Australia who has worked with major brands like McDonald’s, Stockland, and Hilton Hotels. But this conversation goes well beyond property and depreciation.
Mike breaks down why most businesses fail: they are often started by technicians who are great at the craft, but unprepared for the realities of running a company. He explains the danger of overcommitting to overheads and “looking big” before the offer is proven, and why early-stage growth is about getting a paying customer, overdelivering, collecting proof, and building relationships.
As the business grows, the biggest challenge becomes people. Mike shares why payroll is usually the biggest expense in a company, yet most owners do not measure or optimize “people ROI” the same way they do marketing ROI. They discuss how workforce expectations have shifted, why loyalty is different today, and how leaders must create clear alignment, expectations, and progression pathways to reduce churn and improve performance.
The episode also tackles AI: Mike cuts through the hype, explains why many small business AI implementations fail, and shares a practical view on where AI is useful today (augmenting humans) versus where it can harm trust (automated outreach that feels disrespectful to customers).
Finally, Mike answers the legacy question: beyond financial success, he wants to be known as a helper, someone who gives honest guidance and does the right thing even when there is an opportunity to “sting” someone.

Feb 15, 2026

17 min

Feb 3, 2026

18 min

Connection Before Control with Jess Robertson.
Jess has 25+ years experience supporting 4,500+ children in families and schools. We break down:
Why kids need relationship first, correction second
How busy parents can connect using micro moments
The simplest regulation tool: get to their level + validate feelings
Tech, social media, AI: don’t fear it, do it together
If you want kids to feel seen, heard, and valued, this episode gives you the next step.

Feb 3, 2026

18 min

Jan 29, 2026

15 min

Booked Out and Stuck: How to Build the Business When You’re Drowning in Work features Luke Moroney in conversation with Claire Holmes, who went from employee to co-owner and helped grow a regional WA electrical services business into a commercial operator serving major clients (including Telstra and government work).
Claire breaks down the real problem behind being “busy”: when you are six weeks booked out, you are trapped delivering, not designing the business. She shares the shift that unlocked momentum: role clarity (Claire as CEO, Dave as COO) so decisions move fast and the team executes without confusion.
You’ll also hear Claire’s practical approach to scaling: trust but verify when hiring, using AI as a tool to train better thinking (going “vertical” to get the right answer, not the first answer), and building growth through relationships and community presence. The episode closes with Claire’s 90-day execution advice (set a scary goal, stay consistent, pick a “rottweiler” accountability partner) and her legacy word: purpose, backed by a real-world story of supporting the community during a major blackout.

Jan 29, 2026

15 min

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