Shows
The 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...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 no...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...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 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...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 wor...2025-01-1541 min
20/20 MONEYHow 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 di...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...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: Achieve Financial Independence & Have Fun Doing ItReverse 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 Volatility2024-04-1740 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 Biase...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: W...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.
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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.
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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 min
Framework with Ana Trujillo LimónPeter Lazaroff: Embracing Artificial IntelligenceArtificial intelligence is revolutionizing financial advisory. How will AI impact investors' portfolios?This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealth Planner, speak with Peter Lazaroff, Chief Investment Officer at Plancorp, LLC, about the impact of AI on financial planning, and the importance of diversification in investment portfolios. Peter highlights the potential of AI in automating tasks and providing information but emphasizes its limitations in understanding underlying issues. He also shares his views on the evolution of the financial planning industry and the increasing demand for professionals wh...2023-12-1831 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 plac...2023-11-1536 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 InvestorThe Great Money Reset with Jill SchlesingerJill Schlesinger, host of Jill on Money and award-winning business analyst for CBS News, joins the show to talk about her latest book: The Great Money Reset. Listen now and learn: What it means to do a great money reset How great money reset experiences differ by age Timely financial steps to build the life you really want Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.2023-07-1236 minThe Long Term InvestorAre US Stocks Enough For Your Portfolio?The United States is an exceptional place to invest and they’ve historically delivered higher returns than international stocks. That begs the question: Does it make sense to own international stocks? Are US stocks enough for your portfolio? Listen now and learn: The primary driver of recent US stock outperformance Why factor investing in a global manner tells a different story How International stocks perform during periods of low returns for US stocks Visit www.TheLongTermInvestor.com for show notes, free resour...2023-07-0510 minThe Long Term InvestorLessons from the World’s Most Successful People with Polina PomplianoPolina Pompliano is the author of HIDDEN GENIUS: The Secret Ways of Thinking That Power the World's Most Successful People. She is also the founder of The Profile, a media organization that studies successful people and companies. Listen now and learn: Why mental models are more important than life hacks How to problem solve in a crisis The difference between systems-based and outcomes-based thinking Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. 2023-06-2827 minThe Long Term InvestorHow Will AI Impact Your Portfolio?Retail investors are often curious about various aspects of AI, especially regarding its potential impact on the financial markets and investment opportunities. Some common questions asked by retail investors about AI include: Listen now and learn: Whether you’re investing in companies at the forefront of AI Questions to ask about your existing holdings How AI can and can’t be incorporated into portfolio construction Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. 2023-06-2111 minThe Long Term InvestorChallenging Conventional Wisdom With Ashby DanielsThe problem with conventional wisdom is that it represents the masses, but there's a whole host of things that conventional wisdom gets wrong. By default, that feeds into what investors get Listen now and learn: What investors get wrong A new way to think about risk How to define investment success Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.2023-06-1443 minThe Long Term InvestorHSAs – Supercharge Your Retirement Savings With This Powerful Account There isn’t a better retirement savings account than a Health Savings Account (HSA). Listen now and learn: How HSAs actually work Ways to HSAs to supercharge your retirement savings Advanced planning strategies that leverage an HSA's flexibility Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.2023-06-0709 minThe Long Term InvestorAI and the Evolution of Financial Advice with Michael KitcesMichael Kitces is one of the industry’s leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going forward. Listen now and learn: The evolution of financial advice from the 1960s to present Ways consumers benefit from financial advisors moving up the value chain How AI might impact the financial advice profession Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.2023-05-3133 minThe Long Term InvestorDebt Ceiling Standoff: 3 Possible Outcomes ft. Chris KerckhoffPlancorp’s CEO, Chris Kerckhoff, joins the show for a live recording at the Wealth Management EDGE Conference. Listen now and learn: Why the debt ceiling was originally created The three most likely scenarios in today’s debt ceiling standoff How to think about investing Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.2023-05-2427 minThe Long Term InvestorWhat Real Financial Advice Means with Carl RichardsIn this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Listen now and learn: How investors fall victim to the behavior gap What it means to do real financial planning The best way to avoid “The Big Mistake” Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.2023-05-1741 minThe Long Term InvestorThe Problem With Investing in Bond IndexesUsing index funds in your stock portfolio has historically been a wise choice, but bond indexes have some inherent disadvantages that make them a less obvious choice. Listen now and learn: How bond indexing differs from stock indexing The different types of active bond management How to choose a fund that’s right for you Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.2023-05-1007 minThe Long Term InvestorFinancial Steps to Take After the Death of A Spouse With Mike PiperThe death of a spouse is one of the most emotionally challenging times of a person's life. In this financially driven conversation, Mike Piper explains the financial steps to take for a surviving spouse. Listen now and learn: What married couples can do to make it easier on a surviving spouse in the future Financial planning techniques a surviving spouse can use to maximize their wealth and minimize taxes When it makes sense to disclaim an inheritance Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit qu...2023-05-0327 minThe Long Term InvestorIndividual Bonds vs Bond Funds Bond funds are superior to individual bonds for four distinct reasons. Listen now and learn: The hidden costs in individual bonds The easy win individual bonds miss out on How to transition from individual bonds to bond funds Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.2023-04-2611 minThe Long Term InvestorThe 3 Components of Successful Investing with Rick Ferri Rick Ferri, host of the Bogleheads on Investing podcast, joins the show to talk about the three components of successful investing. Listen now and learn: The importance of having a clearly defined investment philosophy The four stages of an investor’s philosophical journey The key ingredient to keeping a great investment plan intact Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.2023-04-1935 minThe Long Term InvestorWhat Is Direct Indexing?As consumers, we’ve come to expect customization and personalization with most things these days, whether it’s our coffee order, streaming preferences, or insurance policies…So why should our investments be any different? With direct indexing, investors can create custom portfolios based on their specific goals, values, and preferences. Listen now and learn: How direct indexing differs from ETFs and mutual funds The benefits of direct indexing Types of investors best suited for direct indexing Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to s...2023-04-1212 minThe Long Term InvestorA History of Investment Vehicles From 1774-2023 with Jamie CatherwoodThis week, financial history expert Jamie Catherwood of Investor Amnesia joins the show to share the history of innovation in investment vehicles and how it impacts investors today. Listen now and learn: The importance of understanding financial history Lessons from investment bubbles of the past How investment vehicles have evolved over time Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.2023-04-0559 minThe 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 min
Investor Connect PodcastInvestor Connect - 723 - Peter Lazaroff of PlancorpOn this episode of Investor Connect, Hall welcomes Peter Lazaroff, Chief Investment Officer at Plancorp, host of The Long Term Investor Podcast, and author of Making Money Simple. Headquartered in St. Louis, MO, Plancorp is a financial services firm and registered investment advisor founded in 1983. Since then, they’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively and feel confident in their financial future. Over their 38 years in business, they’ve committed themselves to absolute transparency. Plancorp manages over $6 billion for individuals and families across 44 states. As a comprehensive wealth management firm, they...2022-07-0521 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 MONEYDistilling 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...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...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...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...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) / Twitter2021-04-2939 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 Weeks2020-10-1439 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! ...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 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
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
Business Creators Radio Show with Adam HommeyMaking Money Simple, With Peter LazaroffLife is complex, your finances shouldn’t be.
We all need to understand our money and what to do with it. That’s not easy to do on your own. In personal finance, the number of choices and complexity of each option makes it difficult to get started.
To build a solid financial future, you need to know where you are starting from and what your biggest opportunities are RIGHT NOW.
Expert financial advisor, Peter Lazaroff, knew at a young age he was meant to have a future in investing. He joins Adam to s...2020-03-3157 minBusiness Creators Radio Show With Adam HommeyMaking Money Simple, With Peter LazaroffLife is complex, your finances shouldn’t be.
We all need to understand our money and what to do with it. That’s not easy to do on your own. In personal finance, the number of choices and complexity of each option makes it difficult to get started.
To build a solid financial future, you need to know where you are starting from and what your biggest opportunities are RIGHT NOW.
Expert financial advisor, Peter Lazaroff, knew at a young age he was meant to have a future in investing. He joins Adam to s...2020-03-3157 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
James Miller | LIFEOLOGY®Making Money Simple | Peter Lazaroffhttps://www.jamesmillerlifeology.com/feed/
Peter Lazaroff reviews his book Making Money Simple that teaches you how to create a successful framework for financial security and freedom. @PeterLazaroff #money #budget #finances SmartMoneyQuiz.com
The post Making Money Simple | Peter Lazaroff appeared first on James Miller | LIFEOLOGY®.2020-01-1826 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.
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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 im...2019-12-311h 51
The Legendary Marriage PodcastMaking 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 Soundtrack to Your Imagination with Free AudiobookMaking Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever Audiobook by Peter LazaroffListen to this audiobook in full for free onhttps://hotaudiobook.com/freeID: 387349
Title: Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever
Author: Peter Lazaroff
Narrator: Peter Lazaroff
Format: Unabridged
Length: 04:43:03
Language: English
Release date: 07-16-19
Publisher: Ascent Audio
Genres: Business & Economics, Personal Finance
Summary:
Feeling paralyzed by the overwhelming number of complex decisions you need to make with your money?
You don't need to be an expert to achieve financial freedom. You just need a framework that makes the right choices simple and easy to make. Making Money...2019-07-164h 43
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
Living With MoneyPeter Lazaroff - Making Money SimpleIn Ep. 65, Tim welcomes Peter Lazaroff back to the podcast. They last talked in Ep. 35, and this time they focus on Peter's recently released book "Making Money Simple". Peter lays out three crucial elements of financial success, important questions to ask when looking for a financial professional, and much more! The book was released on April 2nd and has been getting rave reviews. Be sure to grab a copy after listening to this episode!2019-04-1837 min
Wealthy Wellthy PodcastThe Path To Making Money Simple With Peter LazaroffToday on Wealthy Wellthy Wise is Peter Lazaroff, CFA, CFP®. Peter is a financial advisor, speaker, and author of the book Making Money Simple. Peter is also Co-Chief Investment Officer at Plancorp, which manages over $4 billion of client assets, and a digital advisor called BrightPlan that emphasizes financial planning. Peter is the first digital advisor to be a certified fiduciary by the Centre For Fiduciary Excellence. In this episode Peter shares so much knowledge, as well as the importance of seeking advice and guidance when planning your financial future. We discuss his thoughts on money and marriage a...2019-04-0651 min