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
Liftoff, Carry, and the Fed: Three Forces Moving Markets
SpaceX goes public and runs. The Japan carry trade is under pressure. And the Fed meeting is right around the corner. We break down what's driving each story and what it means for markets. Let's get into it. ...
The Biggest Mistake Investors Are Making Right Now
A handful of stocks have driven much of the market's gains—but what happens if leadership changes? We explore market concentration risks, the importance of diversification, and how alternative investments may help investors navigate...
How SpaceX Is About to Break Markets
We break down the SpaceX IPO and what it means for liquidity, markets, and one of the largest wealth creation events in history.Plus, we discuss the AI boom, rising geopolitical tensions, and what a new Fed chair could mean for rates an...
SpaceX: Worth It or Overhyped?
We break down the SpaceX IPO and what it means for markets, investors, and the broader shift of major private companies entering public markets.Plus, we discuss whether SpaceX is overvalued, how to think about IPO valuations, and what in...
The Decision Every Investor Faces Right Now
Markets are back at record highs. We discuss whether investors should keep buying, what history says about all-time highs, and how smart money approaches momentum and risk.Want a free portfolio review? Feel free to schedule a call with o...