The LifeGoal Playbook
Episodes
The Decision Every Investor Faces Right Now
20 May 2026
Contributed by Lukas
Markets are back at record highs. We discuss whether investors should keep buying, what history says about all-time highs, and how smart money approac...
Bubble Territory? Why Investors Are Getting Nervous
13 May 2026
Contributed by Lukas
We break down earnings, the AI boom, inflation trends, and how oil prices could impact inflation and markets ahead of the latest CPI data.Plus, we div...
Stop Messing Up Your 401(k)
06 May 2026
Contributed by Lukas
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)...
Priced Out: The Housing Market Struggle
29 Apr 2026
Contributed by Lukas
In this episode, we dive into the growing challenges facing today’s homebuyers—especially first-time buyers trying to break into the market. From...
Too Much of a Good Thing: When One Stock Owns You
22 Apr 2026
Contributed by Lukas
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,...
Is Your Portfolio Stuck in the Past?
15 Apr 2026
Contributed by Lukas
The classic 60/40 portfolio has been a go-to strategy for decades—but is it starting to crack? We break down what’s changed, why it’s under pre...
War, Oil, and the Lost Decade Trade
08 Apr 2026
Contributed by Lukas
We break down the latest economic data, rising geopolitical tensions with Iran, and what a potential oil spike could mean for markets. Plus, are we e...
What Everyone’s Getting Wrong About the Economy Right Now
01 Apr 2026
Contributed by Lukas
Recession fears are rising, stagflation is back in the conversation, and cracks may be forming in private credit.Are we heading for a slowdown—or ju...
The Market Is Uncertain… Here’s What You Should Be Doing.
25 Mar 2026
Contributed by Lukas
Market chaos. New opportunities. Hidden risks.In this episode, we unpack today’s uncertainty, explore alternative investments, and share what you ne...
Understanding The Private Credit Craze
18 Mar 2026
Contributed by Lukas
In this episode, we unpack common misconceptions surrounding the private credit market and explore what investors often get wrong about how it really ...
What Retirement Actually Looks Like With $500K, $1M, and $3M
11 Mar 2026
Contributed by Lukas
In this episode, we break down what retirement actually looks like with $500K, $1M, and $3M in assets.We walk through how the updated 4% rule applies ...
Iranian War Disrupts Markets
04 Mar 2026
Contributed by Lukas
On today's episode, we break down the full timeline of events and what really triggered this conflict.We analyze how it’s unfolding politically...
Tariffs & Tech Wreck: Why Markets Feel Broken
25 Feb 2026
Contributed by Lukas
The S&P 500 is within 2% of its all-time highs.Yet it feels like markets are melting.We break down the tariff conundrum, the tech wreck, and why t...
Is College Really Worth It?
18 Feb 2026
Contributed by Lukas
In today's episode, we break down the cost, the debt, the opportunity cost — and whether the traditional College degree still delivers. Is it ...
The Do’s and Don’ts of 401(k)s (What You Need to Know)
11 Feb 2026
Contributed by Lukas
Are you actually using your 401(k) the right way?We’re diving into the do’s and don’ts of 401(k)s, covering common mistakes, smart strategies, a...
The Psychological Battle of Spending in Retirement
04 Feb 2026
Contributed by Lukas
On this podcast, we talk about the challenges of retirement. Not just the financial side, but the harder part. Purpose, fulfillment, and identity afte...
The Great Market Disconnect
28 Jan 2026
Contributed by Lukas
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 ...
The 3 Biggest Retirement Questions: Social Security, How Much You Need to Retire, and Biggest Risk
21 Jan 2026
Contributed by Lukas
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 r...
How the Ultra-Wealthy Invest: Private Equity, SpaceX, and the Rise of Alternatives
14 Jan 2026
Contributed by Lukas
Ultra-wealthy investors now allocate about 41% of their portfolios to alternatives.We’re joined by Phil Huber of Cliffwater to unpack private equity...
Hiring an Advisor? 10 Questions to Ask That Expose Bad Advisors
07 Jan 2026
Contributed by Lukas
These 10 simple questions are designed to cut through the sales pitch, giving clear answers to: Are they truly qualified? Are they fiduciaries (and ...
How to Avoid the Biggest Investing Mistake of 2025
31 Dec 2025
Contributed by Lukas
The biggest investing mistake of 2025 wasn’t obvious.We break down why it felt logical, why it hurt returns, and how to avoid repeating it as the ma...
3 Easy Ways to Improve Your Finances (And Avoid Bad Advice)
24 Dec 2025
Contributed by Lukas
Three easy ways to streamline your finances and improve your overall wealth.We expose one dirty little secret bad financial advisors use to confuse cl...
6 Must-Do Tax Moves Before Year-End
17 Dec 2025
Contributed by Lukas
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....
The Fed, Interest Rates, and the Big Mortgage Myth
10 Dec 2025
Contributed by Lukas
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 ...
Cash Burning Holes in Investors’ Pockets- LITERALLY
03 Dec 2025
Contributed by Lukas
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 t...
It's Not Always ETF's: From a CFP Managing Hundreds of Millions
26 Nov 2025
Contributed by Lukas
In this episode, we break down investment vehicle choice — Individual Stocks vs. Mutual Funds vs. ETFs.This isn’t one of those know-nothing “jus...
Is the 60/40 Portfolio Broken?
18 Nov 2025
Contributed by Lukas
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 ...