x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

31:05

Crucial Year-End Tax and Estate Planning Strategies...

The Long Term Investor ·

2023/10/04

The time for year-end tax and estate planning is now, and this year it’s particularly important to get started as certain provisions from the Tax Cuts and Jobs Act will end soon. Plancorp’s Susan Jones, JD, CFP joins the show to explain these important planning opportunities that deserve your attention before the end of the year. Listen now and learn: The role tax projections play in long-term financial planning Multi-year planning opportunities for retirees, people with stock options, and

en

46:01

The Evolution of Behavioral Finance ft. Meir Statman...

The Long Term Investor ·

2023/09/27

Live from Future Proof, the world’s largest wealth festival, Meir Statman talks about the evolution of behavioral finance and how the latest generation of behavioral finance focuses on holistic well-being. Listen now and learn: The three generations of behavioral finance The difference between “errors” and “wants” The tradeoffs between a financially optimal and behaviorally optimal portfolio Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit

en

15:29

4 Ways to Diversify Concentrated Stock Positions...

The Long Term Investor ·

2023/09/20

Concentrated stock positions typically emerge through employee compensation, inheritance, or a singularly successful investment. But in all cases, a large individual stock position introduces unnecessary risk to your portfolio. Listen now and learn: Why investors tend to avoid diversifying concentrated stock positions Four ways to diversify concentrated stock positions How SMAs supercharge tax loss harvesting efforts to offset capital gains When more advanced strategies such as exchange funds or

en

10:28

What’s the Best Strategy For Investing a Large Amount...

The Long Term Investor ·

2023/09/13

When you plan to invest a large amount of money, you probably want to know when it’s best to invest that cash. Should you invest it all at once or dollar cost average over time? Listen now and learn: Historical probabilities of positive market returns How markets perform after reaching all-time highs Eye-opening results from a multi-decade study on market timing Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

en

36:27

The Astounding Math Behind Car Ownership with Jesse...

The Long Term Investor ·

2023/09/06

Jesse Cramer, author of The Best Interest, joins the show to share his in-depth research into the astounding math behind car ownership. Listen now and learn: How to evaluate the impact of time owned vs miles driven When purchasing a used car is smarter than buying a new car How leasing compares to owning from a cost perspective Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

en

09:44

Debunking Myths About FedNow (EP.115)

The Long Term Investor ·

2023/08/30

The Federal Reserve recently unveiled a new payments system called FedNow that would replace the United State’s antiquated system created more than 50 years ago. But like anything else, change can cause anxiety and there is a lot of false information floating around making matters worse. Listen now and learn: The basics of the FedNow system How FedNow is different from digital currency Why Fed should be viewed as a good thing for everyone Visit www.TheLongTermInvestor.com for show notes,

en

36:03

How to Strategically Pay Down Your Student Debt with...

The Long Term Investor ·

2023/08/23

In the second episode of a series about student loan debt, I’m joined by Tyler Olson, who provides financial advice and education for early and mid-career physicians. Listen now and learn: How to choose the right repayment plan When to refinance vs consolidate loans Differences in debt snow and debt avalanche approaches Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

en

21:12

High Income, High Debt: Strategies for Tackling...

The Long Term Investor ·

2023/08/16

Cait Howerton, CFP® shares her deep expertise in student loans and provides a broad overview on strategies for paying them off. Listen now and learn: Challenges high-earning professionals with student loans face Strategies for managing student debt during low and high earning years How to manage lifestyle creep Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

en

38:46

The Uncertainty Solution with John Jennings (EP.112)

The Long Term Investor ·

2023/08/09

John Jennings, author of The Uncertainty Solution joins the show to explain how to invest with confidence in inherently uncertain and unpredictable markets. Listen now and learn: How humans react to uncertainty The difference between the economy and the stock market The role of skill and luck in investing outcomes Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

en

10:48

How to Determine Your Investment Risk Tolerance (EP.111)

The Long Term Investor ·

2023/08/02

Building the perfect portfolio doesn’t matter one bit if it doesn’t align with your willingness and ability to take risk. Evaluating your own risk tolerance is difficult for individuals because of the emotions that are intertwined with investing. Listen now and learn: The difference between ability and willingness to take risk Factors that drive an investor’s risk tolerance How to choose the right asset allocation based on your risk tolerance Visit www.TheLongTermInvestor.com for show notes,

en

28:46

Index vs Factor Investing and the Impact on...

The Long Term Investor ·

2023/07/26

How does the choice of using index funds or core funds with an emphasis on value, size, and profitability impact your retirement savings? Mathieu Pellerin, Senior Researcher and Vice President at Dimensional Fund Advisors, shares his recently published research on the impact of factor investing on retirement outcomes. Listen now and learn: How a core portfolio differs from an index portfolio The impact of investment strategy on accumulation, decumulation, and bequest outcomes When

en

06:48

Should You Hold Cash Instead Of Bonds Right Now?...

The Long Term Investor ·

2023/07/19

The primary purpose of bonds is to reduce the overall volatility of the portfolio, but as we saw in 2022, that doesn’t mean they can’t lose money. In fact, 2022 was the worst year for bonds in US history. And now that we’re in a new period of higher interest rates on money market funds, CDs, and short-term Treasury bills, I’ve noticed an increasing number of people wondering whether they should hold cash instead of bonds. Listen now and learn: How reinvestment risk impacts yield Why

en

36:01

The Great Money Reset with Jill Schlesinger (EP.108)

The Long Term Investor ·

2023/07/12

Jill 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.

en

10:17

Are US Stocks Enough For Your Portfolio? (EP.107)

The Long Term Investor ·

2023/07/05

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

en

27:33

Lessons from the World’s Most Successful People with...

The Long Term Investor ·

2023/06/28

Polina 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

en

11:59

How Will AI Impact Your Portfolio? (EP.105)

The Long Term Investor ·

2023/06/21

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

en

43:28

Challenging Conventional Wisdom With Ashby Daniels...

The Long Term Investor ·

2023/06/14

The 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.

en

09:36

HSAs – Supercharge Your Retirement Savings With This...

The Long Term Investor ·

2023/06/07

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.

en

33:01

AI and the Evolution of Financial Advice with Michael...

The Long Term Investor ·

2023/05/31

Michael 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

en

27:44

Debt Ceiling Standoff: 3 Possible Outcomes ft. Chris...

The Long Term Investor ·

2023/05/24

Plancorp’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.

en

240 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...