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Artwork for The LifeGoal Playbook

The LifeGoal Playbook

Taylor Sohns
Inflation
Financial Advisors
Interest Rates
Investment Strategies
Private Equity
Private Credit
Cash Management
Federal Reserve
Financial Consolidation
Debt Management
Investment Strategy
Holiday Spending
Alternative Investments
Financial Planning
Retirement Planning
Individual Stocks
Mutual Funds
Etfs
Municipal Bonds
High Yield Savings Accounts

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 Investm... more

PublishesWeeklyEpisodes12Founded3 months ago
Number of ListenersCategories
InvestingEducationBusiness

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Artwork for The LifeGoal Playbook

Latest Episodes

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 mone... more

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 @onerentalata... more

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 ... more

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... more

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Recent Guests

Phil Huber
Head of Portfolio Strategies at Cliffwater Asset Management
Cliffwater Asset Management
Episode: How the Ultra-Wealthy Invest: Private Equity, SpaceX, and the Rise of Alternatives

Host

Nick
Co-host and financial expert, with a background in college football, focusing on strategic financial planning.

Reviews

4.9 out of 5 stars from 56 ratings
  • 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 easier to understand. Thanks and looking forward to more.

    Apple Podcasts
    5
    Bofvenus
    United States2 months ago
  • 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 me was understanding the correlation between bonds and interest rates.

    Apple Podcasts
    5
    DavidG-24
    United States2 months ago
  • Great!

    Enjoyed the more details explaining in longer form! 👊

    Apple Podcasts
    5
    JillSpike
    United States2 months ago
  • Very timely!

    Thanks for keeping investors informed and aware in these crazy markets

    Apple Podcasts
    5
    ha.mba
    United States2 months ago
  • 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 some complex ideas easier to understand. Taylor and Nick keep it light and entertaining while doing so.

    Apple Podcasts
    5
    Parker4545
    United States3 months ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#13
Indonesia/Business/Investing
Apple Podcasts
#55
Indonesia/Business
Apple Podcasts
#234
Argentina/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The 3 Biggest Retirement Questions: Social Security, How Much You Need to Retire, and Biggest Risk
Q: When should you take Social Security?
It often makes sense to take Social Security early unless individuals have the means to wait, as they can invest this money for potentially greater returns.
The 3 Biggest Retirement Questions: Social Security, How Much You Need to Retire, and Biggest Risk
Q: How much money do you actually need to retire comfortably?
Brett suggests assessing how much a person spends per month to determine the necessary amount for retirement, emphasizing that understanding personal expenses is crucial.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The LifeGoal Playbook

What is The LifeGoal Playbook about and what kind of topics does it cover?

Focused on bridging professional money management with everyday financial conversations, the content highlights practical financial strategies while drawing relatable experiences from the hosts' lives. Episodes have covered topics ranging from optimizing personal finances during the holidays, to essential year-end tax moves, the implications of interest rates on mortgages, and effective investment strategies in the current economic landscape. What sets this podcast apart is its engaging blend of professional insight and personal anecdotes, making complex financial principles accessible and interesting for listeners. It likely serves as both an educational resource and a motivational guide for individuals seeking to enhance their financial l... more

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Which podcasts are similar to The LifeGoal Playbook?

These podcasts share a similar audience with The LifeGoal Playbook:

1. Motley Fool Money
2. Money Guy Show
3. The Compound and Friends
4. Your Money Guide on the Side
5. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of The LifeGoal Playbook are there?

The LifeGoal Playbook launched 3 months ago and published 12 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The LifeGoal Playbook?

Recent guests on The LifeGoal Playbook include:

1. Phil Huber

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