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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Episodes
29 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 ...
Stop Messing Up Your 401(k)
In this episode, we break down:• The biggest mistakes we see investors make inside their 401(k)'s• What actually matters (and what doesn’t)• Simple strategies that can make a huge difference over timeIf you’ve ever w...
Priced Out: The Housing Market Struggle
In this episode, we dive into the growing challenges facing today’s homebuyers—especially first-time buyers trying to break into the market. From rising interest rates and limited inventory to increasing home prices and affordabilit...
Too Much of a Good Thing: When One Stock Owns You
In this episode, we dive into the risks and rewards of being heavily concentrated in a few stocks. While big wins can come from high-conviction bets, overexposure can quickly turn into costly mistakes. We break down why ...
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...
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...
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...
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 ...
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...
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...
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...
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...
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...
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...
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...
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 ...
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...
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...
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 ...
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.
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...