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 • 22 episodes
The LifeGoal Playbook
Latest Episodes
Is Your Portfolio Stuck in the Past?
The classic 60/40 portfolio has been a go-to strategy for decades—but is it starting to crack? We break down what’s changed, why it’s under pressure, and whether investors need a new playbook for today’s market. Want a f...
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Episode 22
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38:25
War, Oil, and the Lost Decade Trade
We break down the latest economic data, rising geopolitical tensions with Iran, and what a potential oil spike could mean for markets. Plus, are we entering a lost decade for stocks? Want a free Portfolio review? Feel fr...
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Episode 21
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30:59
What Everyone’s Getting Wrong About the Economy Right Now
Recession fears are rising, stagflation is back in the conversation, and cracks may be forming in private credit.Are we heading for a slowdown—or just another false alarm?We break down what’s signal vs. noise and what actually mat...
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Episode 20
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42:49