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 • 15 episodes
The LifeGoal Playbook
Latest Episodes
Tariffs & Tech Wreck: Why Markets Feel Broken
The S&P 500 is within 2% of its all-time highs.Yet it feels like markets are melting.We break down the tariff conundrum, the tech wreck, and why this may be a regime change beneath the surface.Want to discuss if your po...
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Episode 15
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35:26
Is College Really Worth It?
In today's episode, we break down the cost, the debt, the opportunity cost — and whether the traditional College degree still delivers. Is it really as cut and dry as you may think? Do you have your ducks in a row when i...
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Episode 14
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32:27
The Do’s and Don’ts of 401(k)s (What You Need to Know)
Are you actually using your 401(k) the right way?We’re diving into the do’s and don’ts of 401(k)s, covering common mistakes, smart strategies, and what most people wish they’d known sooner. Simple, practical, and no finance de...
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Episode 13
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38:59
The Psychological Battle of Spending in Retirement
On this podcast, we talk about the challenges of retirement. Not just the financial side, but the harder part. Purpose, fulfillment, and identity after the work ends.We also dive into why so many people struggle to actually spend and...
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Episode 12
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40:29