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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

41:09

What Real Financial Advice Means with Carl Richards...

The Long Term Investor ·

2023/05/17

In 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.

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07:37

The Problem With Investing in Bond Indexes (EP.99)

The Long Term Investor ·

2023/05/10

Using 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.

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27:51

Financial Steps to Take After the Death of A Spouse...

The Long Term Investor ·

2023/05/03

The 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

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11:55

Individual Bonds vs Bond Funds (EP.97)

The Long Term Investor ·

2023/04/26

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.

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35:49

The 3 Components of Successful Investing with Rick...

The Long Term Investor ·

2023/04/19

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.

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12:01

What Is Direct Indexing? (EP.95)

The Long Term Investor ·

2023/04/12

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

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59:27

A History of Investment Vehicles From 1774-2023 with...

The Long Term Investor ·

2023/04/05

This 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.

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16:33

What the Silicon Valley Bank Failure Means For You...

The Long Term Investor ·

2023/03/29

The daily news cycle is of very little importance when it comes to long-term investing, but the failure of Silicon Valley Bank is the type of news item that catches the attention of even the most disciplined investor. Listen now and learn: What happened with Silicon Valley Bank The broader health of the banking industry Implications for future investors Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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40:12

Stocks for The Long Run with Jeremy Schwartz (EP.92)

The Long Term Investor ·

2023/03/22

In this episode, I’m joined by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. Prior to joining WisdomTree in 2005, Jeremy was a head research assistant for Professor Jeremy Siegel and, in 2022, became Professor Siegel’s co-author on the sixth edition of the book Stocks for the Long Run. Listen now and learn: Why you should want to own stocks right now Why fundamental indexing is better than indexing How to manage cash in the current yield environment Visit

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19:05

When Will the Bear Market End? (EP.91)

The Long Term Investor ·

2023/03/15

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

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33:48

Planning Opportunities from SECURE 2.0 Act ft...

The Long Term Investor ·

2023/03/08

The SECURE 2.0 Act passed at the end of 2022 includes 100 changes to the rules governing retirement savings. In this episode, I’m joined by Plancorp’s Chief Planning Officer, Brian King, to talk through the most important opportunities resulting from the legislation. Listen now and learn: The impact of SECURE 2.0 on people nearing or in retirement How new provisions make it easier for workers to balance current needs with future goals The biggest planning opportunities from SECURE 2.0

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07:43

How to Create a Budget That Actually Works (EP.89)

The Long Term Investor ·

2023/03/01

Creating a budget and sticking to it is difficult for most people because the process is time consuming and restrictive. Traditional budgeting forces you to make every decision as if you live in a spreadsheet. But guess what? You don’t live in a spreadsheet. Listen now and learn: Why a reverse budget is better than traditional budgeting 3 steps to set up an automatic reverse budget An extra tip for supercharging your savings Visit www.TheLongTermInvestor.com for show notes, free

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31:27

Evidence-Based Investing with Robin Powell (EP.88)

The Long Term Investor ·

2023/02/22

Robin Powell is an award-winning journalist and campaigner for positive change in global investing, advocating better investor education, and greater transparency. Listen now and learn: ● what evidence-based investing is all about ● The importance of developing a financial plan prior to choosing investments ● The differences in the adoption of evidence-based investing outside the U.S. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit

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11:21

How to Measure the Success of Your Portfolio (EP.87)

The Long Term Investor ·

2023/02/15

Measuring the success of your portfolio is important for several reasons, but most people don’t know how to properly measure the success of their portfolios. Listen now and learn: The purpose of a benchmark for your investment portfolio The difference between Portfolio-Based Benchmarks and Goals-Based Benchmarks Meaningful questions to ask when evaluating performance Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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32:41

Improving Diversity & Inclusion in Financial Planning...

The Long Term Investor ·

2023/02/08

Upon starting his independent advisor journey in 2015, Dasarte Yarnway quickly learned that underrepresented clients and advisors alike were overlooked and underserved. Due to the grave statistics associated with this reality, he sought out to change the landscape of the financial services industry one client and one advisor at a time. Listen now and learn about: Changes in financial services over the last decade The importance of diversity in financial services and how to increase it

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10:17

What’s The Right Way to Measure Yield? (EP.85)

The Long Term Investor ·

2023/02/01

Now that yields are high enough to warrant our attention, what is the right way to measure yield? Listen now and learn: Pros and cons of four popular yield metrics 3 reasons to avoid tactically shifting your bond allocation to cash and short-term bonds Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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49:24

CIO Roundtable with Rubin Miller and Phil Huber (EP.84)

The Long Term Investor ·

2023/01/25

I love talking shop with colleagues from around the country and wanted to give you a peek into those conversations, so this week I invited two of my favorite Chief Investment Officers, Phil Huber and Rubin Miller. Listen now and learn: Our thoughts on the biggest storylines of 2022 How we develop return assumptions for financial planning models Things people misunderstand about the role of a Chief Investment Officer Visit www.TheLongTermInvestor.com for show notes, free resources, and a

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12:01

4 Simple Steps to Improve Your Financial Wellbeing...

The Long Term Investor ·

2023/01/18

How can two people with the same income, financial experiences, or education have very different levels of financial wellbeing? It’s simple: a sense of wellness doesn’t come from numbers alone. It’s all about the sense of security and freedom of choice each individual feels, both in the present and future. Listen now and learn: Four steps to improve your financial wellbeing A simple process for setting realistic goals The most downloaded free resource and how to use it yourself Visit

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49:01

A Random Walk Down Wall Street with Dr. Burton...

The Long Term Investor ·

2023/01/11

Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. Listen now and learn: The two biggest mistakes investors make Lessons from market bubbles of the past Practical ideas for achieving investment success Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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21:15

How To Interview An Advisor (Rewind) (EP.81)

The Long Term Investor ·

2023/01/04

The start of a new year is one of the best inflection points for your finances. There are really nice tax planning, investment, and capital allocation opportunities right now. If this year you are considering seeking professional help with your finances, this top “rewind” episode from 2022 is for you. By the end of this episode, you’ll understand how to structure your search for an advisor, research if they are trustworthy, and complete a structured interview with anyone you are considering

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240 results

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