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.
Schedule a Call with LifeGoal Investments: www.lifegoalwealthadvisors.com/introduction
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Episodes
22 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
The Market Is Uncertain… Here’s What You Should Be Doing.
Market chaos. New opportunities. Hidden risks.In this episode, we unpack today’s uncertainty, explore alternative investments, and share what you need to watch out for in the current financial climate. Want a free ...
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Episode 19
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40:13
Understanding The Private Credit Craze
In this episode, we unpack common misconceptions surrounding the private credit market and explore what investors often get wrong about how it really works. We break down the structure, risks, and opportunities in private credit, se...
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Episode 18
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38:17
What Retirement Actually Looks Like With $500K, $1M, and $3M
In this episode, we break down what retirement actually looks like with $500K, $1M, and $3M in assets.We walk through how the updated 4% rule applies in today’s environment, the often underestimated cost of health care, and the key f...
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Episode 17
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32:43
Iranian War Disrupts Markets
On today's episode, we break down the full timeline of events and what really triggered this conflict.We analyze how it’s unfolding politically, how markets are reacting through a historical lens, and what similar geopolitical shocks hav...
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Episode 16
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36:39
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
The Great Market Disconnect
We break down today’s global markets, from the surge in gold and silver to the disconnect with bitcoin. We question official inflation numbers and take a broader look at what corporate earnings could look like in 2026.Follow ...
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Episode 11
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45:15
The 3 Biggest Retirement Questions: Social Security, How Much You Need to Retire, and Biggest Risk
How much money do you actually need to retire comfortably?At what age should you begin taking Social Security?And what is the single biggest risk in retirement planning?Take our free retirement readiness quiz today to recei...
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Episode 10
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47:48
How the Ultra-Wealthy Invest: Private Equity, SpaceX, and the Rise of Alternatives
Ultra-wealthy investors now allocate about 41% of their portfolios to alternatives.We’re joined by Phil Huber of Cliffwater to unpack private equity, SpaceX going public and its ripple effects, and the private credit “cockroaches” de...
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Episode 9
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46:42
Hiring an Advisor? 10 Questions to Ask That Expose Bad Advisors
These 10 simple questions are designed to cut through the sales pitch, giving clear answers to: Are they truly qualified? Are they fiduciaries (and the “prove it” question to follow)? Does their firm revenue ...
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Episode 8
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44:32
How to Avoid the Biggest Investing Mistake of 2025
The biggest investing mistake of 2025 wasn’t obvious.We break down why it felt logical, why it hurt returns, and how to avoid repeating it as the market shifts in 2026.
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Episode 7
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35:18
3 Easy Ways to Improve Your Finances (And Avoid Bad Advice)
Three easy ways to streamline your finances and improve your overall wealth.We expose one dirty little secret bad financial advisors use to confuse clients and keep control.Plus, one reminder to remember before that Christmas part...
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Episode 6
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19:49
6 Must-Do Tax Moves Before Year-End
Year-end is the tax planning shot clock.We cover the six critical moves to make before December 31 to optimize your investments, taxes, and cash flow.Portfolio construction matters—but account strategy is what actually compounds y...
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Episode 5
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30:20
The Fed, Interest Rates, and the Big Mortgage Myth
When the Federal Reserve cuts interest rates, mortgage rates fall… right? NOPE.Don’t let the noise out of Washington, D.C. confuse you about what the Fed actually does. The Federal Reserve plays a massive role in our economy — but...
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Episode 4
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31:59
Cash Burning Holes in Investors’ Pockets- LITERALLY
On this podcast, we discuss what to do with cash. Cash, money markets, CDs are that warm fuzzy blanket that everyone feels comfortable with- until they realize they’re comfortably losing money- because their yield after tax is less than i...
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Episode 3
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44:53
It's Not Always ETF's: From a CFP Managing Hundreds of Millions
In this episode, we break down investment vehicle choice — Individual Stocks vs. Mutual Funds vs. ETFs.This isn’t one of those know-nothing “just buy low-cost ETFs” podcasts.We’re digging into the real stats behind performance...
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Episode 2
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42:22