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
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, taxes, and the psychological traps investors fall into.
And yes… we’re also exposing the nasty secret behind why some advisors knowingly put inferior mutual funds in your account.