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PODCAST

The Long Term Investor

We all need to make smart decisions with our money. The Long Term Investor shows you how to do it. Hosted by the Chief Investment Officer at Plancorp and author of "Making Money Simple," Peter Lazaroff distills complex financial matters into easily digestible lessons. If you"re ready to get a clear plan for your investments and personal finances, you"re in the right place.

business investing

All Episodes

11:14

5 Reasons You Need a Financial Plan That Have Nothing...

The Long Term Investor ·

2024/02/21

You need money for everything, but money isn’t everything. That’s why there are a number of non- financial reasons you ought to embrace financial planning. Listen now and learn: How blueprinting your life goes beyond a budget How financial planning can strengthen your bond with loved ones How a financial plan turns time from a fleeting resource into a strategic asset Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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27:08

Advanced Executive Compensation Strategies With Derek...

The Long Term Investor ·

2024/02/14

The conversation continues with Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, who returns to delve deeper into executive compensation planning strategies. Listen now and learn: Key strategies for deferred compensation plans Advanced strategies for exercising stock options The important nuances of establishing a 10b5-1 plan Be sure to also check out last week’s episode with Derek about Equity Compensation Strategies: Everything You Need to Know. [02:00] Advanced Deferred

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41:04

Equity Compensation Strategies: Everything You Need...

The Long Term Investor ·

2024/02/07

Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, shares his vast knowledge of integrating equity and executive compensation into comprehensive financial planning strategies. Listen now and learn: The essential considerations and tax implications for incorporating equity compensation into your financial plan Unique risks faced by employees with large company stock positions A systematic approach to managing company stock Visit www.TheLongTermInvestor.com for show notes,

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06:43

Investing in Stocks at All-Time Highs (EP.137)

The Long Term Investor ·

2024/01/31

Peter 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.

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38:08

Decoding 2024's Investment Landscape with Callie Cox...

The Long Term Investor ·

2024/01/24

Callie Cox, an acclaimed investment analyst, shares her expertise on navigating the complexities of the financial world in 2024. Tune in for an enlightening discussion that blends technical analysis with practical advice for both seasoned and aspiring investors. Listen and learn: What sparked the year-end rally and what to expect in 2024 Key insights from eToro’s Retail Investor Survey What to expect from Big Tech in 2024 Detailed show notes and resources can be accessed at

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17:14

Bitcoin ETF’s Are Here, Should You Invest? (EP.135)

The Long Term Investor ·

2024/01/17

This episode explores the groundbreaking approval of spot price bitcoin ETFs by the SEC. Understand the impact of this development on investors Listen now and learn: How spot price bitcoin ETFs differ from previous bitcoin ETF products The nuances of popular bitcoin investment theses Important questions to ask prior to investing in bitcoin Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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34:58

Mastering Change in Life and Work ft. Brad Stulberg...

The Long Term Investor ·

2024/01/10

This episode features a deep conversation with renowned author and coach Brad Stulberg, exploring the intricate dynamics of mastering change in both personal and professional spheres. Drawing from Stulberg’s latest book, “Masters of Change: How to Excel When Everything is Changing – Including You,” they delve into the science behind change and how individuals can navigate change effectively. Listen now and learn: How embracing change paves the path to true stability Way to achieve rugged

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11:36

Setting Meaningful Money Resolutions (EP.133)

The Long Term Investor ·

2024/01/03

In this episode, we explore setting financial goals that transcend mere numbers. Listen now and learn: Why most money goals aren’t aligned with holistic wealth How to set meaningful financial goals Ways to align your spending with those goals Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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28:26

Investing in Retirement (Rewind) (EP.132)

The Long Term Investor ·

2023/12/27

This is the sixth 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 retire and transition from saving to spending, there are several unique planning opportunities and challenges that arise. Listen now and learn: How to simplify your investments Strategies for minimizing your total lifetime tax bill Different

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14:35

Investing in Your 60s (Rewind) (EP.131)

The Long Term Investor ·

2023/12/20

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

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16:34

Investing in Your 50s (Rewind) (EP.130)

The Long Term Investor ·

2023/12/13

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 Why you may need to

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15:31

Investing in Your 40s (Rewind) (EP.129)

The Long Term Investor ·

2023/12/06

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

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13:02

Investing in Your 30s (Rewind) (EP.128)

The Long Term Investor ·

2023/11/29

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

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13:24

Investing in Your 20s (Rewind) (EP.127)

The Long Term Investor ·

2023/11/22

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

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36:26

25 Financial Thought Leaders Define “What Does It...

The Long Term Investor ·

2023/11/15

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

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42:22

Why Recessions Are So Hard To Predict with Morgan...

The Long Term Investor ·

2023/11/08

Recorded 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

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31:55

The Four Pillars of Investing ft. William Bernstein...

The Long Term Investor ·

2023/11/01

William Bernstein, author of The Four Pillars of Investing, joins the show to talk about the most recent edition of his highly influential work. Listen now and learn: What are the four pillars of investing The history of risk and common traits of a bubble Potentially attractive segments of the market Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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08:52

Form ADV: How to Research Financial Advisory Firms...

The Long Term Investor ·

2023/10/25

Just as you'd scrutinize a potential new car's specs or a house's foundation, your investments deserve the same diligence. The Form ADV Part 2 offers a panoramic view into the inner workings of an advisory firm, from its business practices to the individuals pulling the strings behind the curtains. Listen now and learn: Where to find this important document Key points to examine carefully How to make well-informed decisions regarding financial relationships Visit www.TheLongTermInvestor.com

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32:26

Connecting With Your Future Self to Make Better...

The Long Term Investor ·

2023/10/18

Hal Hershfield is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA’s Anderson School of Management. His research, which sits at the intersection of psychology and economics, examines the ways we can improve our long-term decisions. Listen now and learn: How our identities change over time Why our future self feels like a complete stranger Ways to make good long-term decisions easier on your current self Visit www.TheLongTermInvestor.com for show notes, free

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22:55

What is Evidence-Based Investing? (EP.121)

The Long Term Investor ·

2023/10/11

Dive into the world of evidence-based investing, where empirical research informs portfolio strategies. meets portfolio construction. This episode unravels the science behind applying successful investing strategies and avoiding mistakes that can hinder your financial growth. Listen now and learn: Foundational principles behind evidence-based investing Insights into optimizing your portfolio for long-term Ways to avoid the typical pitfalls of individual and professional investors Visit

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