These 10 simple questions are designed to cut through the sales pitch, giving clear answers to: Are they truly qualified? Are they fiduciaries (and the “prove it” question to follow)? Does their firm revenue share (if yes, yikes)? The LifeGoal boys have worked with thousands of advisors in their former careers as advisor consultants. Lean into these questions.

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 market shifts in 2026.

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.”

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.

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 ACTUALLY drives the Fed’s decisions, what parts of the economy are impacted, and why mortgage rate...

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 LifeGoal Brett grew up at BlackRock &a...

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.

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 class...