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
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 inflation.
And with the Federal Reserve about to cut rates further, it’s only going to get worse.
To discuss options for cash, we’ll chat with Brett- who’s my brother, and the Chief Investment Officer at LifeGoal
Brett grew up at BlackRock & has investing certificates from Harvard. So if you really want to understand the details of what it takes to design and manage risk in a portfolio, here’s your guy.
Enjoy.