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
6 Must-Do Tax Moves Before Year-End
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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 your wealth.