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
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.