Advertise on podcast: The LifeGoal Playbook

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★★★★★

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68 reviews

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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. Schedule a Call with LifeGoal Investments: www.lifegoalwealthadvisors.com/introduction Follow us on Instagram: https://www.instagram.com/thelifegoalplaybook?igsh=Y2hwd2Z2YmdmZ255&utm_source=qr Follow us on TikTok: TikTok- @LifeGoalInvestments Follow us on LinkedIn: Taylor Sohns- LinkedIn

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Podcast episodes

Check latest episodes from The LifeGoal Playbook podcast

What Is Trump Doing With His Portfolio? 1,000+ Trades Revealed

2026/08/26

Trump’s latest financial disclosure reveals more than 1,000 trades and up to $263 million in transactions. We break down what he bought, what he sold, and the most interesting moves in his portfolio. Want a free Portfolio review? Schedule a call with our team today- https://lifegoalinvestments.com/contact/#get-started

Carry Trades & Cracks in the System

2026/08/05

We take a deep dive into the structural role of the Japan carry trade in global markets, exploring how low Japanese rates have fueled risk-taking worldwide. As conditions shift, we examine the early signs of stress and what an unwind could mean across asset classes. The episode also analyzes the decline of the Situational Awareness Fund, highlighting key lessons in portfolio construction, liquidity risk, and macro sensitivity. Want a free Portfolio review? Schedule a call with our team today- https://lifegoalinvestments.com/contact/#get-started

The Lost Decade 2.0? Why Future Returns May Be Muted

2026/07/29

For years, investors were rewarded just for showing up. That may be changing. In this episode, we dive into the case for muted returns going forward—and why the next decade could look a lot like the early 2000s. We unpack valuations, macro headwinds, and the reality that markets don’t always go up in a straight line. If you're expecting the same returns as the past decade, this conversation might change your perspective. Want a free Portfolio review? Schedule a call with our team today- https://lifegoalinvestments.com/contact/#get-started

The AI Arms Race: Who Can Actually Win?

2026/07/22

The AI revolution is here — but the road ahead is not without challenges. We break down the struggles facing OpenAI and other artificial intelligence companies as they navigate enormous capital requirements, energy demands, competition, and the challenge of turning groundbreaking technology into profitable businesses. Is AI overhyped, or are we still in the early innings of the biggest technological shift of our lifetime? Want a free Portfolio review? Schedule a call with our team today- https://lifegoalinvestments.com/contact/#get-started

Inflation, War Risk, and Market Uncertainty: What Investors Need to Know

2026/07/15

Inflation data just dropped—but the bigger story may be geopolitical risk. In this episode, we break down the latest inflation numbers, what they signal for interest rates, and how escalating tensions with Iran are adding a new layer of uncertainty to the market. We discuss how investors should think about volatility, risk positioning, and staying disciplined in an unpredictable environment. Want a free Portfolio review? Schedule a call with our team today- https://lifegoalinvestments.com/contact/#get-started

Liftoff, Carry, and the Fed: Three Forces Moving Markets

2026/06/17

SpaceX goes public and runs. The Japan carry trade is under pressure. And the Fed meeting is right around the corner. We break down what's driving each story and what it means for markets. Let's get into it. Want a free Portfolio review? Schedule a call with our team today- https://lifegoalinvestments.com/contact/#get-started

The Biggest Mistake Investors Are Making Right Now

2026/06/10

A handful of stocks have driven much of the market's gains—but what happens if leadership changes? We explore market concentration risks, the importance of diversification, and how alternative investments may help investors navigate an increasingly uncertain investment landscape. Want a free Portfolio review? Schedule a call with our team today- https://lifegoalinvestments.com/contact/#get-started

How SpaceX Is About to Break Markets

2026/06/03

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 and risk assets. Want a free Portfolio review? Feel free to schedule a call with our team today- https://lifegoalinvestments.com/contact/#get-started

SpaceX: Worth It or Overhyped?

2026/05/27

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 investors should consider before buying into one of the most important listings in recent years. We also zoom out on the broader IPO landscape and what this could signal for the next wave of public listings.

The Decision Every Investor Faces Right Now

2026/05/20

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 our team today. Get Started – lifegoalinvestments.com

Bubble Territory? Why Investors Are Getting Nervous

2026/05/13

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 in NYC, including Zohran Mamdani and the possible shift away from New York. Want a free Portfolio review? Feel free to schedule a call with our team today- https://lifegoalinvestments.com/contact/#get-started

Stop Messing Up Your 401(k)

2026/05/06

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 time If you’ve ever wondered whether you’re doing your 401(k) the right way—this one’s for you. Are you on a strong path to Retirement? Take our free retirement readiness quiz today to find out. https://lifegoalinvestments.com/retirement/

Priced Out: The Housing Market Struggle

2026/04/29

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 affordability concerns, we unpack why owning a home feels more difficult than ever. Join us as we discuss what’s driving the market, who’s being impacted the most, and what buyers can do to navigate the struggle. Want a free Portfolio review? Feel free to schedule a call with our team today- https://lifegoalinvestments.com/contact/#get-started

Too Much of a Good Thing: When One Stock Owns You

2026/04/22

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 diversification still matters, how to evaluate your portfolio balance, and what to consider before going “all in” on your favorite names. Want a free Portfolio review? Feel free to schedule a call with our team today- https://lifegoalinvestments.com/contact/#get-started

Is Your Portfolio Stuck in the Past?

2026/04/15

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 free Portfolio review? Feel free to schedule a call with our team today- https://lifegoalinvestments.com/contact/#get-started

Podcast reviews

Read The LifeGoal Playbook podcast reviews

5 out of 5

68 reviews

★★★★★

Tim Gagne 2026/02/28

Thank you!

Thank you for helping me increase my financial and investing knowledge. I look forward to your episodes and gaining new insights from each one. Keep u...

★★★★★

Bofvenus 2025/11/21

Invest in yourself

And listen to this show! Insightful, valuable, and unbiased info that will make you feel more empowered as an investor. You make financial jargon ea...

★★★★★

DavidG-24 2025/11/21

Bonds

Great stuff. Watching your Instagram videos have taken me to want to learn about investments. Thank you for taking the time to teach others. Today for...

★★★★★

JillSpike 2025/11/21

Great!

Enjoyed the more details explaining in longer form! 👊

★★★★★

ha.mba 2025/11/20

Very timely!

Thanks for keeping investors informed and aware in these crazy markets

★★★★★

Parker4545 2025/11/20

Insightful market perspectives in a digestible format

The podcast delivers a clear and thoughtful discussion on where to find value across the market today, provides helpful historical context, and makes ...

★★★★★

Mills C. 2025/11/20

Great information

Very informative. Learning everyday. Looking forward to the next episode.

★★★★★

Diti6 2025/11/20

A wealth of information

Been following Tyler for over a year, not only does he share amazing content on current and past events; but is also a great teacher.

★★★★★

Maximus36969 2025/11/19

The goat

This is such a good podcast it tell you all you need to know about life and how to overcome challenges

★★★★★

Cooper from Nebraska 2025/11/19

Review!

I’ve been following LifeGoal Investments for awhile on Instagram & the moment I saw they had a podcast I had to listen. Currently, as I am an Advisor ...

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