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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The LifeGoal Playbook
Latest Episodes
Stop Messing Up Your 401(k)
In this episode, we break down:• The biggest mistakes we see investors make inside their 401(k)'s• What actually matters (and what doesn’t)• Simple strategies that can make a huge difference over timeIf you’ve ever w...
Priced Out: The Housing Market Struggle
In this episode, we dive into the growing challenges facing today’s homebuyers—especially first-time buyers trying to break into the market. From rising interest rates and limited inventory to increasing home prices and affordabilit...
Too Much of a Good Thing: When One Stock Owns You
In this episode, we dive into the risks and rewards of being heavily concentrated in a few stocks. While big wins can come from high-conviction bets, overexposure can quickly turn into costly mistakes. We break down why ...