Financial Management and Portfolio Diversification for All With Taylor Sohns

CashFlow Pro

In the 22nd episode of Cash Flow Pro, we talk with Taylor Sohns, co-founder of LifeGoal Investments. Taylor started as a Wall Street asset manager, and he and his brother oversaw the proper diversification of portfolios of some of the wealthiest families in America. Later, both brothers realized the need for an educational foundation of financial planning and portfolio management to be accessible to anybody.

Today, Taylor focuses on making sure people learn about LifeGoal’s mission. They aim to simplify investing by creating easily accessible ETFs so everyday people can understand what they are investing in.

Stick around as Taylor walks us through the thought process of creating LifeGoal, what brought up the need for it, and how you can use it to meet your financial goals.

In this episode, we discuss:

• The problem with saving accounts and how to be proactive about them
• We discuss Mutual Funds and ETFs
• breaking down the life goal’s ETF à HOM | WLTH | SAVN

Tune in on this episode to find out how you can diversify your portfolio and manage your wealth like a Wallstreet expert.

Find your flow,

Casey Brown

Resources mentioned in this podcast:

1. lifegoalinvestments.com
2. https://www.linkedin.com/in/taylor-sohns-mba-cima%C2%AE-cfp%C2%AE-0019b113/