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The LifeGoal Playbook

The LifeGoal Playbook

Written by: Taylor Sohns
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About this listen

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


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© 2026 The LifeGoal Playbook Economics Personal Finance Politics & Government
Episodes
  • Stop Messing Up Your 401(k)

    Stop Messing Up Your 401(k)
    May 6 2026

    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/
    Show More Show Less
    39 mins
  • Priced Out: The Housing Market Struggle

    Priced Out: The Housing Market Struggle
    Apr 29 2026

    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
    Show More Show Less
    37 mins
  • Too Much of a Good Thing: When One Stock Owns You

    Too Much of a Good Thing: When One Stock Owns You
    Apr 22 2026

    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
    Show More Show Less
    27 mins
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