The LifeGoal Playbook

• Cash Burning Holes in Investors’ Pockets- LITERALLY

  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 brother, and the Chief Investment Officer at LifeGoalBrett grew up at BlackRock & has investing certificates from Harvard.  So if you really want to understand the details of what it takes to design and manage risk in a portfolio, here’s your guy.  Enjoy.

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  44:53

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  44:53
• It's Not Always ETF's: From a CFP Managing Hundreds of Millions

  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 your account.

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  42:22

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  42:22
• Is the 60/40 Portfolio Broken?

  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 of assets investors are exploring, and how these strategies aim to complement or replace the classic stock-and-bond mix. 

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  30:42

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  30:42

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