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Artwork for The LifeGoal Playbook

The LifeGoal Playbook

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

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

PublishesWeeklyEpisodes30Founded7 months ago
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InvestingBusinessEducation

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Artwork for The LifeGoal Playbook

Latest Episodes

A handful of stocks have driven much of the market's gains—but what happens if leadership changes? 

We explore market concentration risks, the importance of diversification, and how alternative investments may help investors navigate an increasingly... more

We break down the SpaceX IPO and what it means for liquidity, markets, and one of the largest wealth creation events in history.

Plus, we discuss the AI boom, rising geopolitical tensions, and what a new Fed chair could mean for rates and risk asset... more

YouTube

We break down the SpaceX IPO and what it means for markets, investors, and the broader shift of major private companies entering public markets.

Plus, we discuss whether SpaceX is overvalued, how to think about IPO valuations, and what investors sho... more

YouTube

Markets are back at record highs. We discuss whether investors should keep buying, what history says about all-time highs, and how smart money approaches momentum and risk.

Want a free portfolio review? Feel free to schedule a call with our team tod... more

YouTube

Key Facts

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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

Taylor Sohns
Co-host and financial expert at LifeGoal Investments; long-running host with emphasis on modern investing and retirement planning.
Nick
Co-host, retirement planning insights, and a practical connector between market theory and client-facing strategy.
Brett
Co-host focusing on investment strategy, financial planning, and advisor perspectives.

Reviews

4.9 out of 5 stars from 70 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 States3 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
    Ireland5 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 States7 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 States7 months ago
  • Great!

    Enjoyed the more details explaining in longer form! 👊

    Apple Podcasts
    5
    JillSpike
    United States7 months ago

Listeners Say

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

Many mention the hosts' ability to simplify investing and retirement planning for real life.
Listeners value approachable explanations of complex topics and actionable takeaways.
Overall, high appreciation for practical, non-sensational finance insights.

Chart Rankings

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

Apple Podcasts
#171
Denmark/Business/Investing
Apple Podcasts
#249
Japan/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
The Great Market Disconnect
Q: What's got your attention this week?
With earnings and a Fed decision happening, I see this week as significant for market reactions and opportunities.

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?

Two former college football teammates run a practical finance show that blends financial planning with real-world investing insights. Episodes center on retirement strategies, market analysis, and modern approaches to portfolio construction, including diversification into private assets, tax planning, and behavioral finance. The hosts aim to cut through hype with clear, actionable guidance, often pairing long-term planning with stories from personal experience to make complex topics accessible. A notable strength is their emphasis on disciplined processes (e.g., withdrawal rules, tax moves, and advisor selection) and their readiness to discuss both traditional and alternative investments.

The show stands out for its approachable, no-nonsen... more

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Which podcasts are similar to The LifeGoal Playbook?

These podcasts share a similar audience with The LifeGoal Playbook:

1. Ask The Compound
2. The Compound and Friends
3. BiggerPockets Money Podcast
4. Barron's Streetwise
5. Investing Insights

How many episodes of The LifeGoal Playbook are there?

The LifeGoal Playbook launched 7 months ago and published 30 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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