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Artwork for The LifeGoal Playbook

The LifeGoal Playbook

Taylor Sohns
Inflation
Private Credit
Private Equity
Financial Advisors
Spacex
S&P 500
Interest Rates
Federal Reserve
Investment Strategies
Retirement Planning
Cash Management
401k
Higher Education
Social Security
Alternative Investments
401(k)
Diversification
Bitcoin
Student Loans
Target Date Funds

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

PublishesWeeklyEpisodes35Founded9 months ago
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Artwork for The LifeGoal Playbook

Latest Episodes

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 acr... more

YouTube

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 headwi... more

YouTube

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 cha... more

YouTube

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... more

YouTube

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Taylor Sohns
Executive at LifeGoal Investments
LifeGoal Investments
Episode: Bubble Territory? Why Investors Are Getting Nervous
Brett Sohns
CIO of LifeGoal, brother of Taylor Sohns
LifeGoal Investments
Episode: Priced Out: The Housing Market Struggle
Michael Zuber
An economist and content creator who specializes in real estate and market analysis.
One Rental At A Time
Episode: The Great Market Disconnect
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

Hosts

Nick
Host with a background in financial planning and investing; long-time contributor across multiple episodes.
Brett
Co-host with a focus on retirement planning and wealth management.
Taylor Sohns
Co-host and financial expert; founder of LifeGoal Investments.

Reviews

5.0 out of 5 stars from 113 ratings
  • 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 up the great work!

    Apple Podcasts
    5
    Tim Gagne
    United States5 months ago
  • Doing a great job guys!

    Maybe it’s time to invite prof G for an episode or two? That’ll boost you up dramatically

    Anyways, good luck in 2026, you’ll have a lot of crazy stuff to cover

    Apple Podcasts
    5
    IgBowei
    Ireland7 months ago
  • 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 States9 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 States9 months ago
  • Great!

    Enjoyed the more details explaining in longer form! 👊

    Apple Podcasts
    5
    JillSpike
    United States9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Community feedback highlights helpful retirement and portfolio planning insights.
Audience notes practical frameworks repeatedly: diversification, risk management.
Praise for avoiding hype and explaining complex topics simply.
Listeners praise clear, digestible finance knowledge.
Guests and hosts are seen as trustworthy and down-to-earth with actionable advice.

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Talking Points

Recent interactions between the hosts and their guests.

Liftoff, Carry, and the Fed: Three Forces Moving Markets
Q: If you were going to pick the top three bets from Warsh's press conference, what would they be?
The guests expect Warsh to lean toward maintaining an easing bias, signal a potential for future rate cuts, and possibly discuss a new inflation framework or measurement approach to educate the public, with an emphasis on data-driven policy rather than sweeping changes.
War, Oil, and the Lost Decade Trade
Q: What do you expect CPI to show this Friday given the ongoing war and energy shock?
CPIs will likely reflect some pass-through from higher energy and transportation costs, with a sense that this month may not be the peak but next month could show stronger impact as prices and freight costs transmit through the economy.
The Great Market Disconnect
Q: What are your thoughts on the tension between market performance and earnings growth expectations?
When expectations are so high, earnings often fail to meet them, which can lead to market corrections or declines.
The Great Market Disconnect
Q: What are you watching for in the upcoming earnings reports?
I'm particularly interested in whether companies are still spending on AI and how they will address profitability amidst rising expectations.
The Great Market Disconnect
Q: What do you think about inflation?
I actually believe it's closer to 1.5%, meaning the Fed should declare victory, but it's important to have time for the economy to adjust.

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?

The show blends practical financial planning with accessible investing conversations, often featuring two hosts who discuss market psychology, portfolio construction, and real-world scenarios. Recent episodes emphasize staying invested at highs, balancing risk with diversification, retirement planning, and housing affordability, while weaving in macro themes like inflation, oil markets, and geopolitics. A notable edge is the presenters' background in financial planning and wealth management, offering data-backed frameworks, relatable anecdotes, and steps listeners can apply to long-term goals. The tone stays approachable, aiming to empower individual investors without hype, and often includes actionable takeaways and tangible portfolio idea... more

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Which podcasts are similar to The LifeGoal Playbook?

These podcasts share a similar audience with The LifeGoal Playbook:

1. Your Money Guide on the Side
2. Investing Insights
3. The Compound and Friends
4. Motley Fool Hidden Gems Investing
5. On The Market

How many episodes of The LifeGoal Playbook are there?

The LifeGoal Playbook launched 9 months ago and published 35 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. Taylor Sohns
2. Brett Sohns
3. Michael Zuber
4. Phil Huber

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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