The LifeGoal Playbook
The LifeGoal Playbook Podcast is where professional money management meets real-life conversation. Hosted by two former college football teammates who traded playbooks for portfolios, we bring decades of combined experience in financial planning and investment management—and the perspective that comes from overseeing hundreds of millions of in client assets.
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Podcasting since 2025 • 8 episodes
The LifeGoal Playbook
Latest Episodes
Hiring an Advisor? 10 Questions to Ask That Expose Bad Advisors
These 10 simple questions are designed to cut through the sales pitch, giving clear answers to: Are they truly qualified? Are they fiduciaries (and the “prove it” question to follow)? Does their firm revenue ...
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Episode 8
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44:32
How to Avoid the Biggest Investing Mistake of 2025
The biggest investing mistake of 2025 wasn’t obvious.We break down why it felt logical, why it hurt returns, and how to avoid repeating it as the market shifts in 2026.
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Episode 7
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35:18
3 Easy Ways to Improve Your Finances (And Avoid Bad Advice)
Three easy ways to streamline your finances and improve your overall wealth.We expose one dirty little secret bad financial advisors use to confuse clients and keep control.Plus, one reminder to remember before that Christmas part...
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Episode 6
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19:49
6 Must-Do Tax Moves Before Year-End
Year-end is the tax planning shot clock.We cover the six critical moves to make before December 31 to optimize your investments, taxes, and cash flow.Portfolio construction matters—but account strategy is what actually compounds y...
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Episode 5
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30:20
The Fed, Interest Rates, and the Big Mortgage Myth
When the Federal Reserve cuts interest rates, mortgage rates fall… right? NOPE.Don’t let the noise out of Washington, D.C. confuse you about what the Fed actually does. The Federal Reserve plays a massive role in our economy — but...
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Episode 4
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31:59