Advertise on podcast: The LifeGoal Playbook

Rating

★★★★★

from

56 reviews

Description

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

Unlock The LifeGoal Playbook podcast Email contact info,
Listeners & Audience details

Email contact information

Direct podcast contact details

Listeners

Audience numbers & engagement insights

Audience details

Podcast Insights

Podcast episodes

Check latest episodes from The LifeGoal Playbook podcast

The Psychological Battle of Spending in Retirement

2026/02/04

On this podcast, we talk about the challenges of retirement. Not just the financial side, but the harder part. Purpose, fulfillment, and identity after the work ends. We also dive into why so many people struggle to actually spend and enjoy the money they worked so hard to earn. I call it having deep pockets with short arms. Free Retirement Readiness Quiz & Guide: https://lifegoalinvestments.com/retirement/

The Great Market Disconnect

2026/01/28

We break down today’s global markets, from the surge in gold and silver to the disconnect with bitcoin. We question official inflation numbers and take a broader look at what corporate earnings could look like in 2026. Follow Michael @onerentalatatime on all socials for daily educational and insightful content!

The 3 Biggest Retirement Questions: Social Security, How Much You Need to Retire, and Biggest Risk

2026/01/21

How much money do you actually need to retire comfortably? At what age should you begin taking Social Security? And what is the single biggest risk in retirement planning? Take our free retirement readiness quiz today to receive our complimentary retirement guide- https://lifegoalinvestments.com/retirement/

How the Ultra-Wealthy Invest: Private Equity, SpaceX, and the Rise of Alternatives

2026/01/14

Ultra-wealthy investors now allocate about 41% of their portfolios to alternatives. We’re joined by Phil Huber of Cliffwater to unpack private equity, SpaceX going public and its ripple effects, and the private credit “cockroaches” debate sparked by Jamie Dimon.

Hiring an Advisor? 10 Questions to Ask That Expose Bad Advisors

2026/01/07

These 10 simple questions are designed to cut through the sales pitch, giving clear answers to: Are they truly qualified? Are they fiduciaries (and the “prove it” question to follow)? Does their firm revenue share (if yes, yikes)? The LifeGoal boys have worked with thousands of advisors in their former careers as advisor consultants. Lean into these questions.

How to Avoid the Biggest Investing Mistake of 2025

2025/12/31

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.

3 Easy Ways to Improve Your Finances (And Avoid Bad Advice)

2025/12/24

Three easy ways to streamline your finances and improve your overall wealth. We expose one dirty little secret bad financial advisors use to confuse clients and keep control. Plus, one reminder to remember before that Christmas party and Uncle Johnny’s “investing advice.”

6 Must-Do Tax Moves Before Year-End

2025/12/17

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.

The Fed, Interest Rates, and the Big Mortgage Myth

2025/12/10

When the Federal Reserve cuts interest rates, mortgage rates fall… right? NOPE. Don’t let the noise out of Washington, D.C. confuse you about what the Fed actually does. The Federal Reserve plays a massive role in our economy — but it does not set mortgage rates. In this episode, we’ll chat with Brett- who’s my brother, and the Chief Investment Officer at LifeGoal Investments. We break down what ACTUALLY drives the Fed’s decisions, what parts of the economy are impacted, and why mortgage rates barely care what the Fed does. By the end, you’ll understand the mechanics, the misconceptions, and the real levers that move markets.

Cash Burning Holes in Investors’ Pockets- LITERALLY

2025/12/03

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.

It's Not Always ETF's: From a CFP Managing Hundreds of Millions

2025/11/26

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.

Is the 60/40 Portfolio Broken?

2025/11/18

In this episode, we take a clear look at the traditional 60/40 portfolio—how it earned its reputation as the foundation of balanced investing, what recent market conditions have revealed about its limitations, and whether it can still play a meaningful role for today’s investors. We also dig into the growing interest in alternative investments, examining the factors driving this shift, the types of assets investors are exploring, and how these strategies aim to complement or replace the classic stock-and-bond mix.

Podcast reviews

Read The LifeGoal Playbook podcast reviews

5 out of 5

56 reviews

★★★★★

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 ...

★★★★★

TheMazzMan 2025/11/19

Great Podcast

Great episode 1. Looking forward to the next! Looking forward to raising my investor knowledge and this is what I’ll use!

check all reviews on apple podcasts