Taylor Sohns

The LifeGoal Playbook

Business EN ↓ 31 episodes

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- @LifeGoalInvestm...

Author

Taylor Sohns

Episodes

3 Easy Ways to Improve Your Finances (And Avoid Bad Advice) 24.12.2025 19:49

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 17.12.2025 30:20

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 10.12.2025 31:59

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 A...

Cash Burning Holes in Investors’ Pockets- LITERALLY 03.12.2025 44:53

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 b...

It's Not Always ETF's: From a CFP Managing Hundreds of Millions 26.11.2025 42:22

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 you...

Is the 60/40 Portfolio Broken? 18.11.2025 30:42

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 o...