Shows
The Long Term InvestorSpaceX IPO: What IPOs Really Are—and Why Your Plan Doesn't Need ThemWondering if you're making the right financial moves? Let's build a strategy you can rely on. Schedule a call with Peter to get professional guidance. ----- SpaceX could be one of the most anticipated IPOs since Facebook—and whether it happens this year or years from now, the same IPO dynamics will show up the moment the headlines hit. In this episode, I use explain how IPOs actually work, why the "IPO price" isn't the price most investors can buy, and what tends to happen once trading begins. The goal isn't to talk you out of...
2026-02-1812 minThe Long Term InvestorThe Importance of Working With A High-Quality Advisor with Plancorp's Ranie VerbyYour finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no-obligation call. Grab yours now. ----- If you ever hire help, how do you tell whether you're getting a high-quality advisor? Ranie Verby, Plancorp's Director of Practice Management, joins the show to explain what "financial advisor" can really mean, how to spot a true fiduciary at an RIA, and why the best advice shows up when life gets messy, not when markets are calm. Listen now an...
2026-02-1134 minThe Long Term InvestorVanguard's Return Forecasts Explained: What the Percentiles Really Mean with Kevin DiCiurcioYou don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. Sign up for my newsletter. ----- In this episode, Peter sits down with Vanguard's Kevin DiCiurcio to unpack how Vanguard thinks about long-term return forecasts—and why the percentiles in those tables are the part most investors misunderstand. They go behind the scenes of the Vanguard Capital Markets Model (VCMM), and translate what it's really saying into practical guidance for planning and portfolio decisions. Li...
2026-01-2839 minThe Long Term InvestorInside the Engine: The Assumptions Behind Your Monte Carlo Retirement PlanYou don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. Sign up for my newsletter. ----- Ever wondered where your retirement plan's "probability of success" really comes from? In this episode, Peter pulls back the curtain on the assumptions inside Monte Carlo analysis—and explains why Plancorp anchors its projections to long-term base rates instead of short-term forecasts. Listen now and learn: ► The three numbers that quietly drive most M...
2026-01-2111 minThe Long Term InvestorThe Latest Innovation in ETFs and Mutual Funds: Share Class Exemptive Relief, Explained — with Marlena LeeYou don't have time to sift through endless financial content. That's why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. Sign up for my newsletter. ----- Dimensional Fund Advisors' Marlena Lee joins Peter to unpack the SEC's share class exemptive relief—the change that lets one portfolio be offered as both a mutual fund and an ETF. Listen now and learn: ► Why one portfolio offered as both an ETF and a mutual fund is a game changer for investo...
2025-11-2635 minThe Long Term InvestorBefore You Add Alternatives: How to Tell if Private Markets Fit Within Your PlanGet an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter. ----- In this rebroadcast, Peter sits in the guest chair to explain why he rarely recommends private markets—and the specific situations where they do belong. He lays out a clear filter built around liquidity, purpose, access, and behavior so you can decide whether private investments fit in your plan. Listen now and learn: ► A simple decision framework...
2025-11-1938 minThe Long Term InvestorYear-End Equity Comp Playbook With John OwensYour finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no-obligation call. Grab yours now. ----- Equity compensation can turbocharge wealth—and taxes. Brooklyn Fi managing partner John Owens joins Peter to share a clear year-end playbook for RSUs, ISOs/NQSOs, and ESPPs, including how to avoid AMT surprises, right-size withholding, and unwind concentrated stock positions. Listen now and learn: ► A simple order of operations for year-end equity comp decisions ► RSU withholding pitfalls...
2025-11-1233 minThe Long Term InvestorTrapped By Taxes? How 351 Exchanges Let You Diversify Without Selling Your StockWondering if you're making the right financial moves? Let's build a strategy you can rely on. Schedule a call with Peter to get professional guidance. ----- Many investors want to diversify out of a few appreciated stocks but can't stomach the tax bill that comes with selling. In this episode, Peter Lazaroff explains how Section 351 exchanges give investors a smarter, tax-efficient way to move from concentrated stock positions into diversified ETFs–without triggering immediate capital gains. Listen now and learn: ► What a 351 exchange is and how it works ►...
2025-10-0813 minThe Long Term InvestorYear-End Tax Planning After the OBBBA (EP.224)Your finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no-obligation call. Grab yours now. ----- Tax law shifts can change the best time to recognize income, give to charity, and make big business decisions. This episode unpacks how the "One Big Beautiful Bill Act (OBBBA)" reshapes year-end planning for pre-retirees, equity-comp executives, and business owners—and what still works vs. what to rethink. Listen now and learn: ► How the new charitable-deduction mechanics affect bunching and donor-advised funds ► What the...
2025-10-0131 minThe Long Term InvestorBond Funds vs Individual Bonds: What's Best for Your Portfolio?Wondering if you're making the right financial moves? Let's build a strategy you can rely on. Schedule a call with Peter to get professional guidance. ----- When it comes to bonds, investors often face a tough question: should you own individual bonds or stick with bond funds? In this episode of The Long Term Investor, I break down the trade-offs and explain how bonds really fit into a long-term portfolio. Listen now and learn: ► Why the primary role of bonds is to reduce volatility, not maximize return ► The trade-offs between ownin...
2025-09-2414 minThe Long Term InvestorM&A, Valuations, and the Future of RIAs — A Conversation with Ian WenikReady to hire an advisor? Whether it's for retirement planning, proactive tax planning, or navigating complex financial decisions, see how our team at Placorp can help. Schedule a call with Peter now. ----- What's it really like to cover the RIA and wealth management industry from the inside? In this episode, I talk with Ian Wenik, Editor at Citywire RIA, about his journey from sports writing to financial journalism, the challenges of running a newsroom, and the trends shaping the future of RIAs. Listen now and learn: ► How Ian we...
2025-09-1732 min
20/20 MONEY: The Business of OptometryAre Opportunity Zones really an opportunity or is the tax tail wagging the investment dog with Peter Lazaroff, CFA, CFP®Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff, CFA, CFP®. Peter joins me to examine whether the much-touted tax benefits of opportunity zones (OZs) justify the risks required, or if investors are letting the "tax tail" wag the investment dog. We cover how OZs work, what the new One BBB Act means for the program's future, and practical ways optometric practice owners can decide whether rolling a large capital gain into an OZ—or into something else—really serves their overall financial plan. As a reminder, you can get all th...
2025-07-2846 min
Personal Finance for Long-Term Investors - The Best InterestReset Your Portfolio Expectations, Before It's Too Late | Peter Lazaroff - E112Jesse welcomes back Peter Lazaroff to discuss the psychology and strategy of investing during uncertain times. They explore how media narratives and recession fears can distort investor behavior, emphasizing the importance of focusing on business earnings rather than sensational headlines. Peter shares why he separates his portfolio thinking from his balance sheet management, especially during potential economic downturns, and offers practical guidance for both pre-retirees and younger investors. The conversation also touches on international diversification, sequence of returns risk, and why consistency in strategy beats chasing performance. Plus, Peter gives an update on his podcast and his upcoming book...
2025-07-2354 minThe Long Term InvestorWhy Is the U.S. Dollar Declining—and What Does It Mean for Investors?Sign up here to receive Peter's quarterly market webinar. ----- In this episode, we explore one of 2025's most surprising financial trends: the significant decline of the U.S. dollar and the remarkable outperformance of international equities. Join host Peter Lazaroff as he breaks down exactly why the dollar weakened, how currency fluctuations directly impact your investment returns, and what this means for your long-term investment strategy. Listen now and learn: ►Understand how currency movements impact your portfolio ► Learn why analyst predictions about the dollar missed...
2025-07-1609 minThe Long Term Investor2025 Midyear Market Update: Navigating Volatility, Tariffs, and Global OpportunitiesAccess my recorded quarterly webinar by signing up for my newsletter. Get an inside look at what's shaping my thinking, plus see what I've been reading about investing and financial planning. ----- In this midyear update, Peter reviews the key trends shaping markets, politics, and the global economy in 2025. He covers market volatility sparked by tariff announcements, explains why international stocks are leading the charge this year, and provides a deep dive into opportunities within corporate and municipal bond markets. Listen to learn: ► Why U.S. markets experienced dramatic swings—and what i...
2025-07-0908 minThe Long Term Investor5 Investing Lessons Hidden In Market HistoryHelp vote on book cover concepts, sign up now: https://Theperfectportfoliobook.com ----- What can the past teach us about today's ever-changing, volatile market? In this episode, Peter shares five timeless investing lessons drawn from market history—insights that are just as relevant today as ever. Adapted from a chapter in his upcoming book, The Perfect Portfolio, these lessons offer a clear, grounded perspective to help investors navigate uncertainty with greater confidence. Listen now and learn: ► Why market cycles of boom and bust repeat...
2025-07-0206 minThe Long Term InvestorAnnouncing My New Book: The Perfect PortfolioGet updates for my new book: https://Theperfectportfoliobook.com ----- Is there such a thing as a perfect portfolio? In this short solo episode, Peter Lazaroff shares exciting news—his next book, The Perfect Portfolio, is coming in late 2026. Peter offers a behind-the-scenes look at what inspired the book, how it builds on timeless investing lessons, and why it's designed to help you build a strategy you can actually stick with. Get early access to exclusive content, excerpts, and updates at ThePerfectPortfolioBook.com. Visit w...
2025-06-1804 minThe Long Term InvestorRedefining Behavioral Finance for the Modern Investor with Brian PortnoySign up for updates and exclusive offers related to Peter's new book, The Perfect Portfolio, by visiting https://theperfectportfoliobook.com ----- Recorded in front of an audience at the CFA Institute's global conference (CFA Live), I'm joined by behavioral finance expert Brian Portnoy to dive deep into Behavioral Finance 2.0. This conversation goes well beyond the basic definitions of Behavioral Finance 1.0, letting storytelling, empathy, and emotional intelligence take center stage in helping people live more meaningful financial lives. Whether you're an advisor, investor, or simply curious about the psychology of money, this conversation offers a...
2025-05-2850 minThe Long Term InvestorAre Private Markets Worth It? Vanguard's Fran Kinniry on Risks, Rewards, and RealitiesGet an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter. ----- Private equity and private credit are booming—but should they have a place in your portfolio? Vanguard's Fran Kinniry joins Peter Lazaroff to break down the real opportunities, the hidden risks, and the essential considerations for investing in private markets. Listen now and learn: ► Why companies are staying private longer—and how that changes public mar...
2025-04-3034 minThe Long Term InvestorDo Options-Based Strategies Capture Market Gains Without The Risk?If you want to see what you may be overlooking, I've created a simple tool to help. In just 15 questions, my Financial Assessment will highlight key opportunities and gaps in your plan. You can take it now at www.smartmoneyquiz.com. ----- Want stock market returns without the risk? Options-based strategies promise just that—but do they deliver? In this episode, Peter breaks down how these products work, what the research says, and whether there's a better way to reduce risk in your investment portfolio. Listen now and learn:
2025-04-0909 minThe Long Term InvestorShould You Worry About a Recession? What Investors Need to Know in 2025Markets are always moving—should you? Peter can help you assess your investments, tax strategies, and long-term plan. Book a 1/1 call today. ----- With the S&P 500 reaching correction territory and economic data signaling a slowdown, it's fair to ask: should investors be worried about a recession in 2025? Listen now and learn: ► What's really driving recent market volatility ► The difference between an economic slowdown and a recession ► Why staying invested is still your best strategy Visit www.TheLongTermInvestor.com for show notes...
2025-03-2610 minThe Long Term InvestorThe Truth About Risk, Retirement, and the National Debt with Allison SchragerMarkets are always moving—should you? Peter can help you assess your investments, tax strategies, and long-term plan. Book a 1/1 call with me today. ----- Risk is one of the most misunderstood concepts in finance, yet mastering it is crucial for long-term success. Economist, Bloomberg Opinion columnist, and author Allison Schrager joins me to break down what investors consistently get wrong about risk, how to think about the U.S. national debt, and why retirement planning needs a major shift. Listen now and learn: ► The most common mistakes people make wh...
2025-03-1934 min
Enterprising InvestorPeter Lazaroff, CFA: The Mindset and Strategies of a Long-Term InvestorJoin us for a special crossover episode of Enterprising Investor, where host Mike Wallberg, CFA, sits down with The Long Term Investor podcast's Peter Lazaroff, CFA, for a lively and thought-provoking conversation. Together, they dive into the key influences that have shaped their investing philosophies and personal worldviews, sharing insights gleaned from their experiences with a wide range of guests. This episode is packed with actionable takeaways as they explore the powerful intersection of investment strategies and personal growth. Tune in now for this unique podcast crossover, blending expertise, experience, and fresh perspectives in one compelling discussion. And if y...
2025-03-0347 minThe Long Term InvestorThe Hidden Risks of U.S. Stocks and Why Global Diversification Still MattersWant to see what you may be overlooking in your finances? Discover your biggest opportunities in just 15 questions with my Financial Assessment. ----- The U.S. stock market has been on an incredible run for over a decade, leaving many investors wondering: Why bother diversifying when the S&P 500 keeps winning? But history tells us that no market outperforms forever. In this episode, Peter Lazaroff explores the hidden risks of relying too heavily on U.S. stocks and why global diversification still plays a crucial role in long-term investing success. ...
2025-02-0508 minRetirement Starts Today RadioPeter Lazaroff’s Options for Reducing Taxes on Deferred Gains Pre-Retirement, Ep #385Click here to work with us! What if you could turn those green numbers in your investment account into retirement income while paying as little in taxes as possible? That’s exactly what we’re covering today with Peter Lazaroff, Chief Investment Officer at PlanCorp. We’re tackling the challenge many of us face: managing deferred gains in our […]
The post Peter Lazaroff’s Options for Reducing Taxes on Deferred Gains Pre-Retirement, Ep #385 appeared first on Retirement Starts Today Radio.
2025-01-2700 min
Retirement Starts TodayPeter Lazaroff's Options for Reducing Taxes on Deferred Gains Pre-RetirementClick here to work with us! What if you could turn those green numbers in your investment account into retirement income while paying as little in taxes as possible? That's exactly what we're covering today with Peter Lazaroff, Chief Investment Officer at PlanCorp. We're tackling the challenge many of us face: managing deferred gains in our portfolios and figuring out the smartest ways to reduce the tax hit as we transition to retirement. Peter and I talk through a range of strategies for handling concentrated stock positions, whether it's selling off winners gradually, taking advantage...
2025-01-2722 minThe Long Term InvestorHow Much Do You Need to Retire Comfortably? (Key Benchmarks and Milestones Explained)Sign up for my newsletter so that you don't miss special offers and exclusive content. How much money do you really need to retire? It's one of the most important—and personal—questions in financial planning. This episode explores two popular retirement savings benchmarks, and explains why they may or may not work for you. But benchmarks are just the beginning. Peter dives into personalized strategies to calculate your income replacement rate and portfolio withdrawal needs, revealing the key factors that make retirement planning unique for everyone. If you're...
2025-01-2210 minThe Long Term InvestorHow Direct Indexing Could Save You Money On Taxes With Adam CmejlaReady to retire but uncertain about your next steps? Let's build a retirement plan you can count on. Schedule a call with Peter now. Sign up for the newsletter for exclusive content. ----- In this episode, I'm sharing a great conversation I had with Adam Cmejla, CFP® on his podcast, 20/20 MONEY. We talked about something that's changing the way people invest: direct indexing. Not familiar with direct indexing? Don't worry, you're not alone. We break it down in a simple way so you can see how it might work for you....
2025-01-1541 min
20/20 MONEY: The Business of OptometryHow direct index portfolio construction can offset taxes on a practice sale with Peter Lazaroff, CFA, CFP®,Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff, CFA, CFP®, Chief Investment Officer at Plancorp, host of The Long Term Investor podcast, and the author of the book Making Money Simple. Peter joins me on the show to talk about an investment approach that has been around for a long time but is starting to become more prevalent for investors: direct indexing. We talk about what direct indexing is through an abridged story on the evolution of investment vehicles for investors, some of the considerations and tradeoffs, how a d...
2025-01-1350 minThe Long Term InvestorThe Financial Advisor Checklist: What To Look For (And Avoid!)Ready to retire but uncertain about your next steps? Let's build a retirement plan you can count on. Schedule a call with Peter now. Sign up for the newsletter for exclusive content. ----- Do you know what to look for when hiring a financial advisor? Choosing a high-quality advisor can feel overwhelming, with countless titles, credentials, and compensation structures to navigate. In this episode, we discuss core items to look for, a framework to identify an advisor who aligns with your goals, and how the fees could impact your re...
2025-01-0816 minThe Long Term InvestorRetirement Planning: Should You Go It Alone or Hire An Advisor?Ready to retire but uncertain about your next steps? Let's build a retirement plan you can count on. Schedule a call with Peter now. Sign up for the newsletter. ----- Is managing your finances yourself costing you more than you realize? Discover the real value a financial advisor may be able to bring to your retirement planning. This episode explores the pros and cons of going solo in your financial journey versus partnering with a professional advisor. Using relatable analogies and real-life examples, Peter highlights how a fin...
2025-01-0114 min
FI Minded: Bridging Pre FI Discipline and Post FI Freedom in Financial IndependenceReverse Budgeting: Low-Stress Way to Spend Guilt-Free and Keep Your Finances Healthy | E148 Peter LazaroffThings can get complicated quickly in the world of personal finance. From investing and budgeting to estate planning and insurance, there are multiple ways to accomplish what you need to get done.Let’s take investing for example. There are different strategies including but not limited to passive index investing, value buying, the 3-fund portfolio, rental real estate, stock picking, target date funds, 70/30 splits…Honestly, I could rattle off a hundred different options which is why I wouldn’t be surprised if you got overwhelmed by all of the choices.The more experience I get, the mo...
2024-08-2844 minThe Long Term InvestorWill The US National Debt Cause Problems Soon?The US national debt is a significant and often misunderstood topic: With the current debt sitting at around $34.6 trillion, many wonder if this signals an impending crisis. Peter breaks down what this figure means and explores the broader implications (many of which may surprise you). Listen now and learn: Differences between the deficit, the debt, and the debt ceiling How US government finances are very different than household finances Why inflation, not default, is the real risk of our deficit spending Visit www.TheLongTermInvestor.com for...
2024-06-2617 min
What Are You Made Of?Minimizing Mistakes and Maximizing Growth: A Conversation with Peter Lazaroff"C-Roc" welcomes Peter Lazaroff, a seasoned financial advisor and co-chief investment officer at Plancorp. Peter shares his insights on the importance of authenticity in the financial industry and the value of learning from mistakes. He opens up about his investing blunders, including the pitfalls of using leveraged ETFs and the challenges of managing individual stocks, despite his decorated career as a stock analyst.
Peter discusses the importance of transparency with clients and his approach to sharing his financial journey, including his assets, liabilities, and spending habits, which he details on his website, https://peterlazaroff...
2024-05-1631 minThe Long Term InvestorInvesting at All-Time Highs and Preparing For the Next Market CrashOriginally aired on The Best Interest Podcast, Peter shares insights on why all-time highs are more common than one might think, the importance of maintaining a long-term perspective, and why trying to time the market is an unwise strategy. Listen now and learn: How often you should expect corrections and bear markets The primary long-term driver of stock returns The importance of understanding the conflicts of experts giving advice Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. [02:25] Investing at All-Time Highs [04:47] Market Cycles and Volatility
2024-04-1740 min
Money Talk with Yu, hosted by Jerry Yu[Classic Rewind] Peter Lazaroff: The Psychology Behind Debt: Tips for an Individualized Payoff PlanThis is a classic rewind episode with Peter Lazaroff.If you're feeling overwhelmed by debt and struggling to keep your business afloat, then you are not alone! You may have been pouring all your profits back into the business, hoping for a breakthrough, but instead finding yourself with mounting financial stress. If you're feeling like you have no control over your business finances and are constantly worried about cash flow, then you are not alone! It's time to take a step back and reassess your money management strategies to ensure long-term success.
2024-04-1019 minThe Long Term InvestorBehind The Scenes: How Peter Views Portfolio ConstructionIn this episode, Peter shares his interview from Investipal's Podcast about all things portfolio construction and investment management. Listen now and learn: How Peter thinks about designing portfolios When to think about deviating from an index strategy Novel ways to remove bias from a portfolio decision Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Episode Timestamps: (02:59) Portfolio Construction Philosophy (12:16) Quantitative vs. Fundamental Approach (30:45) Reducing Emotional Biases...
2024-03-2733 min
Personal Finance for Long-Term Investors - The Best InterestA Market Crash is Coming! (…Eventually) | Peter Lazaroff - E77Peter Lazaroff is the host of The Long Term Investor podcast and serves as the Chief Investment Officer at PlanCorp, a registered investment advisory in St. Louis. On today's show, Jesse and Peter talk about the cognitive challenge of investing at all-time highs. It's normal to feel like a crash might be coming; but it always feels that way, and you shouldn't be worried about it. If you're a long-term stock market investor and want to think a little more rationally or learn, this is the episode for you! Key Takeaways: Why you sh...
2024-03-2756 min
The Investipal PodcastThe Complexities of Investing with Peter LazaroffPeter Lazaroff is the CIO of PlanCorp, Advisor at Brightplan and Author of Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever. He shares how he thinks about the complexities of finance, portfolio construction and management, the importance of taking a scientific approach to investing, decision-making and reducing bias, and more. Please enjoy our conversation with Peter Lazaroff.
----
The Investipal Podcast is produced by www.investipal.co. For more episodes of The Investipal Podcast visit www.investipal.co/investipal-podcast
2024-03-0833 min
Aligned Money ShowHow Much is Enough with Peter LazaroffWe focused on determining how much is enough, how our preferences and identities change over time, honoring our current and future selves, and the importance of core values, with Peter Lazaroff, Chief Investment Officer of Plancorp, podcaster, author, and speaker.
Listen to hear a difference-making tip on forming sustainable habits and how long it actually takes!
You can learn more about Peter at TheLongTermInvestor.com, Facebook, X, and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow
Learn mo...
2024-02-1324 minThe Long Term InvestorInvesting in Stocks at All-Time HighsPeter provides a data-driven analysis of what investing in stocks at an all-time high means for investors today. Listen now and learn: The significance of all-time highs in the stock market How current dynamics fit into the natural growth cycle of the market Insights into balancing risk and opportunities that lead to confident investment decisions Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
2024-01-3106 min
Money Talk with Yu, hosted by Jerry YuPeter Lazaroff: The Psychology Behind Debt: Tips for an Individualized Payoff PlanIf you're feeling overwhelmed by debt and struggling to keep your business afloat, then you are not alone! You may have been pouring all your profits back into the business, hoping for a breakthrough, but instead finding yourself with mounting financial stress. If you're feeling like you have no control over your business finances and are constantly worried about cash flow, then you are not alone! It's time to take a step back and reassess your money management strategies to ensure long-term success.About Peter Lazaroff:Peter Lazaroff, a celebrated figure in...
2024-01-2319 min
Only Fee-Only#75- Peter Lazaroff's Journey and Blueprint for SuccessIn our latest podcast episode, we talk to Peter Lazaroff, the Chief Investment Officer at Plancorp, who shares his personal and professional journey in the world of finance. Starting from a childhood interest in money, sparked by a unique gift of Nike stock, Peter discusses his career evolution. He talks about the transition from stock analysis to a leadership role in management, emphasizing the importance of aligning with a company that reflects his values.Peter also explores the changing landscape of financial advising, focusing on a holistic approach that aligns with clients' core values. He offers insights...
2023-12-2035 minThe Long Term InvestorInvesting in Your 60s (Rewind)This is the fifth episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. In your 60s, retirement is approaching quickly. The decisions you make in the few years leading up to retirement and the first few years of retirement are potentially the most impactful financial decisions of your lifetime. Listen now and learn: How to prepare for...
2023-12-2014 minThe Long Term InvestorInvesting in Your 50s (Rewind)This is the fourth episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. Your 50s are the time you have the highest earnings and ability to save, so it's time to make the most of it. Listen now and learn: How to take advantage of your peak earning years Ways to eliminate unnecessary investment risks
2023-12-1316 minThe Long Term InvestorInvesting in Your 40s (Rewind)This is the third episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. As you move into your peak earning years, it's all about making smart decisions right now. Listen now and learn: How to optimize your retirement savings Ideas for strategically investing for education costs 5 estate planning documents you need to get
2023-12-0615 minThe Long Term InvestorInvesting in Your 30s (Rewind)This is the second episode of the Investing by Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. Your 30s are the time to begin building lasting wealth to meet life's growing demands. Listen now and learn: Best practices for consolidating your investments How to prioritize paying down debt vs investing goals The 3 essential components to protecting you ag...
2023-11-2913 minThe Long Term InvestorInvesting in Your 20s (Rewind)This is the first episode in the Investing by Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. The financial decisions you make in your 20s are arguably more impactful than any other time in your life because of the time your decisions have to compound. Listen now and learn: Why it's important to start investing now The essential elements...
2023-11-2213 minThe Long Term Investor25 Financial Thought Leaders Define "What Does It Mean To Be A Long-Term Investor?What does it mean to be a long-term investor? In this special mash up episode, all the show's guests from the past year weigh in. Listen now to hear from Ben Carlson, Taylor Schulte, Burton Malkiel, Phil Huber, Rubin Miller, Dasarte Yarnway, Robin Powell, Brian King, Jeremy Schwartz, Rick Ferri, Mike Piper, Carl Richards, Ashby Daniels, Polina Pompliano, Mathieu Pellerin, John Jennings, Cait Howerton, Tyler Olson, Jesse Cramer, Meir Statman, Susan Jones, Hal Hershfield, William Bernstein, and Peter Lazaroff. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to...
2023-11-1536 minThe Long Term InvestorWhy Recessions Are So Hard To Predict with Morgan HouselRecorded in front of a live audience for the CFA Society of Detroit's Annual Luncheon, Morgan Housel shares key insights from his new book Same As Ever. Morgan Housel is a partner at the Collaborative Fund. His first book, The Psychology of Money, has sold over four million copies and has been translated into 53 languages. Listen now and learn: Why people get so focused on predictions How optimism and pessimism are needed for success The importance of stories in a world overflowing with data Visit www...
2023-11-0842 min
Engineer of FinanceConversation with Peter Lazaroff, Chief Investment Officer at PlancorpKen Greene invites guest Peter Lazaroff, a Chartered Financial Analyst and Chief Investment Officer at Plancorp. They discuss Lazaroff's passion for investing, which started when he was given a share of Nike stock as a kid, and how he obtained his CFA and CFP certifications. Peter explains the evolving role of the modern Chief Investment Officer, highlighting the importance of addressing the emotional side of investing and educating clients about the market. Lastly, they discuss the ESG investment approach and the importance of hearing various perspectives on investments. Who’s the guest? Peter joined Plancorp in 2015 as Di...
2023-07-141h 00The Long Term InvestorWhen Will the Bear Market End?Being more than a year into the current bear market, it's natural to wonder when it will end. In this episode, Peter shares his thoughts on where we are in the market cycle and how to invest going forward. Listen now and learn: Typical size and duration of bear market declines and recoveries The likelihood that the U.S. economy goes into recession Five insights on how to invest going forward Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
2023-03-1519 min
Behind the Markets PodcastBehind The Markets Podcast: Peter LazaroffShow from 1/27/23
Jeremy Schwartz and Prof. Jeremy Siegel talk Fed tightening, recession potential, US money supply, and its effect on liquidity and profitability. Peter Lazaroff joins the show to discuss financial planning, portfolio construction, and how he makes money simple for clients. He goes deep into 2022’s inflationary bear market and how he’s seen investors react going into 2023. Peter also shares tips for your portfolio based on time horizon and ever-rising interest rates.
Guest:
Peter Lazaroff is the Chief Investment Officer at Plancorp, a financial advisor, speaker, author of the book Making Money Simple, and host of The Long Term...
2023-01-2752 min
Virtual US Financial AdvisorEP012: The Current Market Picture & The Right Financial Investments with Peter LazaroffPeter Lazaroff joins us in our recent Virtual U.S. Financial Advisors podcast episode. He is the Chief Investment Officer for both Plancorp and BrightPlan. Peter simplifies the complexities of investing and personal finance, helping people make smart financial decisions. In addition, he plays a key role in developing and communicating the firm’s investment strategy.
He gives us his insights regarding the current market situation. Peter explains how we are in the midst of a bear market and what strategies we can use to make profitable investments. Just because we’re in the middle of a bear...
2022-10-0625 minThe Long Term InvestorHow Much Money Do You Need to Retire?How much do you need to retire? People are living longer. Healthcare costs are rising. And we have no idea what Social Security will look like in the future. So it's no surprise that even the best savers have uncertainty around whether they are doing enough. Listen now and learn: How to measure your current savings progress based on your age and income An easy calculation to estimate how big your portfolio needs to be to retire The process Peter and his team use to answer this important question ...
2022-06-2914 min
20/20 MONEY: The Business of OptometryDistilling down the complexity of investing to simple execution in today's choppy markets with Peter Lazaroff, CFA, CFP®Welcome to this episode of 20/20 Money! My guest on today's show is Peter Lazaroff (LinkedIn Profile). Peter is a Chartered Financial Analyst, firm owner, author, speaker, podcast host, and chief investment officer of Plancorp, LLC, a fee-only Registered Investment Advisor in St. Louis overseeing over $6 billion of assets for clients around the country. Peter joins me on the show to talk about a variety of topics around investing that apply to an optometric practice owner. We dive into which investors are really moving the markets, the importance of diversification as a practice owner, how to t...
2022-06-2059 minThe Long Term InvestorHow to Manage a 529 Plan During a Market DownturnPeter addresses a listener's question about making 529 withdrawals while the stock market is down. Listen now and learn: The best way to invest your 529 savings How to manage 529 withdrawals during a market downturn How Peter manages his own 529 plan for his two kids Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
2022-06-1509 min
Excess ReturnsTen of the Biggest Financial Mistakes Investors Make – And How To Avoid Them – With Peter LazaroffIn this episode we change things up from our usual topics and focus on financial planning. No matter how much experience and training we have, all of us tend to make mistakes with our finances. We talk with Plancorp CIO Peter Lazaroff about ten of the most common financial planning mistakes he has seen, and how we can avoid making them. We discuss the importance of not interrupting compounding, the dangers of lifestyle creep, why buying a starter home often isn't a good idea and the importance of aligning your spending with your values, as well as many other...
2022-05-0556 minThe Long Term InvestorYour 401(k) Questions AnsweredIn this episode, Peter answers listener questions about 401(k) accounts. Listen now and learn: How to choose between a Roth and Traditional 401(k) Best practices for choosing mutual funds in your 401(k) When is the right time to make withdrawals from your 401(k) in retirement Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
2022-04-0615 min
The Stacking Benjamins ShowPeter Lazaroff Helps Us Make Money SimpleWhat financial mistakes could you have avoided? Most of us learned personal finance the hard way, by stumbling through life without training and learning from our mistakes. Unfortunately, most schools don't have a personal finance class that teaches students about budgeting, saving, or what the word "taxes" actually means. Peter Lazaroff is chief investment officer at Plancorp and a CFP® who shares our passion for personal financial literacy. He's here today (don't tell OG, he might get jealous) to share his first experiences with money AND how you can make money topics more simple for yourself and those around y...
2022-02-091h 05The Long Term InvestorInvesting For Inflation, Cryptocurrency, and Advisor FeesPeter answers questions he received while presenting to major U.S. corporations. Listen now and learn: How to invest for inflation The ideal amount of crypto in your portfolio What's a reasonable amount to pay in fund expenses and advisor fees Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
2022-01-1921 minThe Long Term InvestorListener Q&A: 2022 Outlook, Investing at All-Time Highs, Hedging Inflation, and Target Date FundsPeter answers your questions in his latest mailbag episode. Listen now and learn: What do to about an upcoming market downturn The implications of investing at all-time highs How to hedge inflation in your portfolio Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
2022-01-0520 minThe Long Term InvestorAn Inside Look At Investopedia with Caleb SilverPeter is joined by Caleb Silver, Editor in Chief of Investopedia and host of The Investopedia Express podcast. As one of the leading financial journalists today, Caleb shares his unique perspective on market and consumer trends. Listen now and learn about: The role Investopedia plays in educating individual investors How the Investopedia Anxiety Index acts as a leading indicator of market panic Unique tools to help you learn and improve investing outcomes Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to subm...
2021-12-0833 minThe Long Term InvestorValuations, Interest Rates, and Inflation with Gerard O'Reilly Co-CEO of DimensionalPeter interviews Gerard O'Reilly, Co-Chief Investment Officer and Chief Investment Officer of Dimensional Fund Advisors, which manages $653 billion for clients across the globe. Listen now and learn: Gerard's perspective on current market valuations, interest rates, and inflation A behind-the-scenes look at Dimensional's approach to research and implementation decisions What to expect for the future of the investing universe Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
2021-11-2450 minThe Long Term InvestorHow to Estimate Retirement Spending, When to Stop Saving For Retirement, and Considerations for Refinancing in 2022Peter answers your questions in his latest mailbag episode. Listen now and learn: How to estimate spending in retirement At what point should you stop saving for retirement Considerations for refinancing in 2022 Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
2021-11-0317 minThe Long Term Investor2021 Year-End Tax Planning With Brian KingDemocrats on the House Ways and Means Committee released their tax proposals on September 13, with the legislation covering a wide range of tax issues. Brian King, Chief Planning Officer at Plancorp, joins Peter on this episode to sort out the wide range of tax issues in the legislation and potentially planning opportunities to consider. Listen now and learn: The most important aspects of the tax proposal Planning opportunities to consider both this year and in the future Year end tax planning tips that are relevant to all people regardless of th...
2021-09-2945 minThe Long Term InvestorESG InvestingA growing number of investors are interested in Environmental, Social and Governance investing, known as ESG. That term is becoming more common, but ESG still means different things to different people. While some investors are drawn to the socially responsible side of ESG investing, others approach ESG factors as a way to evaluate risks and opportunities and create more sustainable portfolios. Because there are a lot of approaches that you can choose from, each with very different objectives, Peter shares his view of this rapidly growing investment space. L...
2021-09-1522 minThe Long Term InvestorMailbag: Housing Is Not An Asset, Ideal Retirement Investments, and How to Prioritize Paying Down Debt vs InvestingPeter answers listener questions is this Mailbag Episode Listen now and learn: Why housing is consumption and not an asset How to think about the ideal investment mix for retirement How to prioritize paying down student debt vs investing Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
2021-09-0826 minThe Long Term InvestorThe Best Way to Rebalance Your PortfolioIf there is a universal investment ideal, it's that every investor wants to buy low and sell high. Rebalancing does just that. In today's episode, I'm going to explain rebalancing at a high level with some simple examples, point out some practical to challenges rebalancing, and then talk about the best way to rebalance your portfolio. Listen now and learn: The basics of rebalancing Practical challenges, costs, and considerations The pro's and con's of different different rebalancing strategies As an added bonus, Peter shares how to get fre...
2021-08-1821 minThe Long Term InvestorInvesting For InflationInflation has been dominating the headlines for a few months now. With the risk of higher inflation on the way, one might wonder how to invest in such a scenario. After all, growing your hard-earned savings at a rate greater than inflation is the primary reason to be an investor. Listen now and learn: What is inflation and how it impacts you The best investments for inflationary periods When a bad outcome is and isn't the result of a poor decision Plus, Peter answers a listener's question about bond investing in a...
2021-08-1122 minThe Long Term InvestorHow to Minimize Regret With Your Investment DecisionsWe often feel regret when we can clearly envision the alternative paths we didn't take and decide those paths would have been better than the one we ultimately chose. It's particularly easy to see the alternatives after the fact when you are an investor. Winning investments always find their way to the center of attention of financial media, social media, and social interactions. Investing is also highly quantifiable, which can lead us to believe there's always an objectively optimal decision out there. Knowing that there's an optimal choice as well as th...
2021-08-0420 minThe Long Term InvestorMaking Money Simple (Part III)When major financial decisions come only once or twice in a lifetime, it's important to get to them right. This is the focal point of the third and final installment of a three part series covering Making Money Simple: The Complete Guide To Getting Your Financial House in Order and Keeping It That Way Forever. Listen in and learn how Peter addresses these big decisions. Visit www.TheLongTermInvestor.com for show notes, free resources, and submit questions.
2021-07-2824 minThe Long Term InvestorMaking Money Simple (Part II)In the second installment of a three part series, Peter walks through the investing chapters of Making Money Simple: The Complete Guide To Getting Your Financial House in Order and Keeping It That Way Forever. The prior episode focuses on creating a system for financial success by making intentional, systematic choices with your money. With a good savings system in place, we can now turn our focus to investing. Successful investing allows you to maximize the impact of the good savings habits by offering a higher compound rate of return. ...
2021-07-2127 minThe Long Term InvestorMaking Money Simple (Part I)One of the trickiest things about personal finance is the sheer number of choices. It doesn't matter the details of your specific situation – we all face countless decisions and each option comes with a lot of underlying complexity. So many people struggle to understand where to start and what to do with their money. That's why Peter wrote Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever. In the first episode of a three part series, Peter highlights his favorite passages and...
2021-07-1425 minThe Long Term InvestorYou Don't Live In A SpreadsheetFinancial advisors love spreadsheets, but we don't live in a spreadsheet. The mathematically superior advice isn't always the best for you. In this episode, Peter explores some of the areas where this concept is most prevalent. Listen in and learn how to: Build a budget that actually works Choose between investing and paying down debt Select an investment strategy that is best suited for your personality Invest via dollar cost averaging or lump sum in different scenarios Visit www.TheLongTermInvestor.com for show notes, free resources, and submit questions.
2021-07-0936 minThe Long Term InvestorHow I Invest My MoneyHow does an award-winning Chief Investment Officer invest his own assets? In this episode, Peter shares how he handles his own assets, liabilities, and spending habits. Listen in and learn: The story of Peter's first money lesson The metrics Peter uses most often to measure his progress The investments and asset allocations for each of his personal accounts The system Peter uses to manage his cash and liabilities Visit www.TheLongTermInvestor.com for show notes, free resources, and submit questions.
2021-07-0933 minThe Long Term InvestorWhy To Be A Long Term InvestorWhat does it mean to be a long term investor? In this episode, Peter shares his definition of being a long-term investor and how it shapes the framework for making investment decisions. Listen in and learn: Whether 3, 5, 10, or 20 years qualifies as "long term" Why your time horizon is longer than you think The most potent combination for wealth creation The importance of being an optimist Visit www.TheLongTermInvestor.com for show notes, free resources, and submit questions.
2021-06-1814 min
The Independent AdvisorsThe Independent Advisors Podcast Episode 95: Featuring Special Guest, Peter Lazaroff!Matt & Mark are joined by Peter Lazaroff! Peter is the Chief Investment Officer at Plancorp! He also writes regularly for The Wall Street Journal, Forbes and his very own blog!
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Matthew Jessup (@matthewcjessup) / Twitter
2021-04-2939 min
Expert Authority Effect® Interviews with Mario Fachini0188: Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever with Peter LazaroffVisit www.EAInterviews.com/PeterLazaroff for episode-specific show notes & www.EAInterviews.com for complete show notes of every podcast episode. On today's episode, we learn about: Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever with Peter Lazaroff Thank You! to our sponsor: FREE! Business Book Publishing Course: Learn How to Publish Your Lead and Profit-Generating Business Book in 8 Weeks
2020-10-1439 min
Everyone's Talkin' MoneyGet Your Financial House In Order | Peter Lazaroff (Reboot)
Yes, you can get your financial house in order!Call it a conspiracy or whatever you want, but there is a well-orchestrated message out there that creating a plan for your money that helps you achieve your goals is impossible – you’ll never save enough, you’ll never get out of debt, you’ll outlive your money, blah. That's not true because it is possible for you to get your financial house in order right now with what you’ve got in your bank account. Our podcast guest on this reboot episode, Peter Lazaroff, is going to show us ho...
2020-09-1837 min
Play Your Position284: Peter Lazaroff on a Bulletproof Approach to Meeting Your Financial GoalsToday's guest is Peter Lazaroff (LAZZ-ar-off), who knew from a young age that he had a future in investing. Today, Peter is the Chief Investment Officer at Plancorp, which manages over $4 billion for its clients. What makes Peter unique is his personable "big brother" perspective and unique ability to simplify complex issues for anyone. He's here to share insights from his book, Making Money Simple, and help you understand what today's financial landscape means for your money. Take Peter's Smart Money Quiz here! = = = = = Thanks for listening! T...
2020-06-1750 min
The Driven Entrepreneur with Matt BrauningPeter Lazaroff on Making Smart Money DecisionsEp #213 - This week on The Driven Entrepreneur Podcast, I'm joined by Peter Lazaroff, CFA, CFP®, the Co-Chief Investment Officer at Plancorp, which is a company that manages over $4 billion of client assets.
Peter is known for taking complex financial strategies and sharing them in easy to understand language everyone can apply to improve their wealth and financial habits. His insights are regularly seen around the world on major media platforms like The Wall Street Journal, Forbes, CNBC, and The New York Times.
Learn More About Peter Lazaroff, Smart Money Decisions and His Bo...
2020-05-1536 min
Real Estate Investing For WomenA Bulletproof Approach to Meeting Your Financial Goals with Peter Lazaroff“What should I do with my money?” As the Chief Investment Officer at a $4 billion wealth management firm, Peter Lazaroff is no stranger to this question. Peter has built a national reputation as an educator and wealth management expert due to his ability to simplify complex financial topics into easily digestible lessons. In his latest book, Making Money Simple, Peter provides a framework for turning career success into financial success. He does this by focusing only on the most important financial decisions and creating a system that quietly nudges your finances in the right direction without regular ongoing effort.
2020-04-0643 min
Real Estate Investing for Women EXTRAA Bulletproof Approach to Meeting Your Financial Goals with Peter Lazaroff - REAL ESTATE INVESTING FOR WOMEN EXTRA!“What should I do with my money?” As the Chief Investment Officer at a $4 billion wealth management firm, Peter Lazaroff is no stranger to this question. Peter has built a national reputation as an educator and wealth management expert due to his ability to simplify complex financial topics into easily digestible lessons. In his latest book, Making Money Simple, Peter provides a framework for turning career success into financial success. He does this by focusing only on the most important financial decisions and creating a system that quietly nudges your finances in the right direction without regular ongoing effort. No ma...
2020-04-0618 min
Men to Mastery Podcast047 Fear Finances and Happiness | Peter Lazaroff ~ Man of MasteryPeter Lazaroff is the Chief Investment Office at a $4 billion wealth management firm, a contributing author in Forbes and the WSJ, and recently released his first book Making Money Simple. This conversation, including a discussion of the biology of fear in investors, is super timely. Peter also talks about the science of happiness from spending and giving – in experiences, memories, and relationships. As we all take this COVID-19 lockdown opportunity to reflect and reprioritize, listen to this one and check in with yourself on the spending and earning and lifestyle needs that will best serve you now and after yo...
2020-03-2947 min
Stay Wealthy Retirement Podcast10 Things You Should Do If You're 10 Years From Retirement with Peter LazaroffToday, Peter Lazaroff is sharing the 10 things you should be doing right now if you're a decade from retirement. Get this... Only 10% of people are confident they have enough saved for retirement, according to CNBC. Even more, 41% said they hadn't taken any steps to address their savings concerns. If retirement is on the horizon and you need an action plan to boost your confidence, Peter is breaking it all down for you today in plain English.
2020-03-1739 min
Rise Up For YouEpisode #270 with Peter Lazaroff- Making Money SimpleABOUT:
Today’s guest is Peter Lazaroff (LAZZ-ar-off), who knew from a
young age
that he had a future in investing. Today, Peter is the
Chief Investment Officer at Plancorp, which manages over $4 billion
for its clients. What makes Peter unique is his personable “big
brother” perspective and unique ability to simplify complex issues for
anyone. He’s here to share insights from his book, Making Money
Simple, and help you understand what today’s financial landscape
means for your money.
STAY CONNECTED:
www.peterlazaroff.com
www.smartmoneyquiz.com
______________________________
Thank you again for joining us today! If you know anybody that would b...
2020-01-2132 min
The Intrinsic Value Podcast - The Investor’s Podcast NetworkMI021: Developing and Simplifying Your Financial Plan with Peter Lazaroff (Personal Finance Podcast)BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Get a FREE audiobook from Audible
Join the Millennial Investing Facebook Group
Record a question to have answered on the show
Get a FREE stock and partial shares from Robinhood
Peter Lazaroff’s book Making Money Simple
J L Collins book The Simple Path to Wealth
Ramit Sethi’s book I Will Teach You to Be Rich
Capital One. This is Banking Reimagined.
SPONSORSSupport our free podcast by supp...
2020-01-0148 min
Financial Advisor SuccessEp 157: Building Your Own Personal Brand To Complement And Not Compete With Your Advisory Firm with Peter LazaroffPeter Lazaroff is a shareholder and the Co-Chief Investment Officer of Plancorp, an independent RIA that oversees nearly $4.4 billion of assets under management for 1,300 affluent clients. Today he joins the show to discuss how he has been able to build his own personal brand, both as a mechanism to grow his client base and to help him navigate career opportunities. Listen in as Peter describes the way he has "niched down" by creating content for his target audience through a blog, emails, and a book. You'll learn why he encourages his team to create personal brands, the...
2019-12-311h 51Retirement Starts Today RadioThis CIO Only Owns One Mutual Fund with Peter Lazaroff, Ep # 114We make financial choices harder than they need to be. That’s why Peter Lazaroff wrote the book, Making Money Simple. He joins me today to discuss the theme of his book. We reflect on why we make money decisions so complicated when the beauty of finance lies in simplicity. You’ll be interested to hear why […]
The post This CIO Only Owns One Mutual Fund with Peter Lazaroff, Ep # 114 appeared first on Retirement Starts Today Radio.
2019-11-1800 min
The Legendary Marriage PodcastEpisode 144: Making Money Simple | Peter LazaroffPeter Lazaroff, author of "Making Money Simple," shares the story of how he and his wife found out they were definitely not on the same page about money and how they tapped into his natural financial wisdom and developed a process to always make a plan together about how to spend their money and dream for the future. Additional Resources: Break out of the Roommate Zone, with the 7 Secrets of Legendary Marriages, our FREE resource! Subscribe rate, and review the show on Apple, Spotify, Stitcher, or anywhere else yo...
2019-09-1850 min
Legendary Marriage: Don't Settle for an Ordinary MarriageMaking Money Simple | Peter LazaroffPeter Lazaroff, author of "Making Money Simple," shares the story of how he and his wife found out they were definitely not on the same page about money and how they tapped into his natural financial wisdom and developed a process to always make a plan together about how to spend their money and dream for the future. Additional Resources: Break out of the Roommate Zone, with the 7 Secrets of Legendary Marriages, our FREE resource! Subscribe rate, and review the show on Apple, Spotify, Stitcher, or anywhere else yo...
2019-09-1850 min
Massive Passive Cash Flow PodcastInvesting in Your Future, with Peter LazaroffImmediately after graduating from college, I began working for an independent advisory firm where I studied to become a Chartered Financial Analyst charter holder (CFA) and Certified Financial Planner (CFP®). I was learning so much on a daily basis that I began taking detailed notes to absorb and retain the information. Over time, bullet points turned to sentences and sentences turned to paragraphs. In 2010, I launched an e-newsletter with the goal of educating people about investing and financial planning. That initial email went out to 34 people. Today, my e-newsletter has over 3,000 subscribers. My writing platform expanded w...
2019-09-0437 min
The Daily HelpingEp. 107: Achieving Your Financial Goals & Making Money Simple | with Peter LazaroffToday our expert guest is Peter Lazaroff, chief investment officer at Plancorp which manages over $4 billion for its clients and author of the book Making Money Simple. He’s here to share complex issues and make them manageable to just about anyone. At a young age, Peter knew he had a future in investing. On his 12th birthday, he received a single Nike stock from his grandma. While it seemed disappointing at first, he was impressed by these $1 checks he received in the mail every quarter. He continued to receive stocks for companies he was fam...
2019-06-1728 minThe Daily HelpingEp. 107: Achieving Your Financial Goals & Making Money Simple | with Peter LazaroffToday our expert guest is Peter Lazaroff, chief investment officer at Plancorp which manages over $4 billion for its clients and author of the book Making Money Simple. He’s here to share complex issues and make them manageable to just about anyone. At a young age, Peter knew he had a future in investing. On his 12th birthday, he received a single Nike stock from his grandma. While it seemed disappointing at first, he was impressed by these $1 checks he received in the mail every quarter. He continued to receive stocks for companies he was fam...
2019-06-1728 min
The Compound and FriendsThe Hype Behind Portfolio Rebalancing (Tadas with Peter Lazaroff)“Rebalancing is getting a little overrated. It is nowhere near as impactful on returns as human and digital advisors advertise. I also feel like human advisors probably rebalance more than is truly necessary.”Peter Lazaroff who is the co-CIO of Plancorp and BrightPlan. Peter blogs at PeterLazaroff.com and most importantly for the purposes of this discussion is the author of the recently published book Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever.We recently published a two-part Q&A with Peter on A...
2019-05-1309 min
Everyone's Talkin' MoneyGet Your Financial House In Order and Keep It That Way With Peter Lazaroff + Ask Shannah
Call it a conspiracy or whatever you want, but there is a well-orchestrated message out there that creating a plan for your money that helps you achieve your goals is impossible – you’ll never save enough, you’ll never get out of debt, you’ll outlive your money, blah. That's not true because it is possible for you to get your financial house in order right now with what you’ve got in your bank account. Our podcast guest, Peter Lazaroff is going to show us how.What You'll Learn
Easy strategies you can use to...
2019-05-1041 min