The LifeGoal Playbook

Author: Taylor Sohns

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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 Investments: www.lifegoalwealthadvisors.com/introduction

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Is the 60/40 Portfolio Broken?

2025-11-1830:42

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...

#box-pro-ellipsis-176375592965428{-webkit-line-clamp:2;}The LifeGoal Playbook

The LifeGoal Playbook