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
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...
Bubble Territory? Why Investors Are Getting Nervous
We break down earnings, the AI boom, inflation trends, and how oil prices could impact inflation and markets ahead of the latest CPI data.Plus, we dive into interest rates, what the Fed might do next, and the growing debate around taxes ...