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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

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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11:43

Do it Yourself or Hire an Advisor? (Rewind) (EP.80)

The Long Term Investor ·

2022/12/28

Markets are down, inflation is high, and many are expecting a recession. Are you ready? In this “rewind” episode, I revisit a popular episode that is now more relevant than ever. By the end of this episode, I hope to help you answer an important question: “When is it time to seek professional help with your finances?” Listen now to learn: How to think about doing any given task vs. hiring a professional The value of an advisor according to a prominent Vanguard study Common mistakes

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25:46

IRMAA Fees In Retirement & How To Avoid Them with...

The Long Term Investor ·

2022/12/21

Successful retirement savers often find themselves in a high tax bracket during retirement (pensions, social security, RMDs, etc.). One of the downsides, in addition to a higher tax bill, is getting hit with Medicare IRMAA. Listen now and learn: How IRMAA works Strategies for retirees to avoid IRMAA How to plan for IRMAA while you’re still working Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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07:00

What To Do With RMDs You Don’t Need (EP.78)

The Long Term Investor ·

2022/12/14

After age 72, a Required Minimum Distribution (or RMD) must be withdrawn from your traditional IRAs and 401(k)s each year—whether you need it or not. Failing to take an RMD could result in a tax penalty worth up to 50% of the amount you should have taken. Listen now and learn about seven strategies to minimize the RMD tax liability. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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35:55

When Spreadsheets and Reality Collide with Ben...

The Long Term Investor ·

2022/12/07

When it comes to maximizing wealth, there is usually going to be a mathematically optimal solution, but that solution doesn’t always align with our human emotions. Ben Carlson, co-host of Animal Spirits and author of A Wealth of Common Sense, joins me to talk about the variety of instances where spreadsheets and theory don’t align with human emotions and reality. Listen now and learn: Why investors fail to earn the market return The importance of avoiding bad investments How personal finance

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13:38

Is the 60/40 Portfolio Dead? (EP.76)

The Long Term Investor ·

2022/11/30

Is the 60/40 portfolio dead? Both stock and bond markets are down this year, which has led to the traditional framework of the 60/40 portfolio being called into question across a variety of media outlets. Listen now and learn: 5 reasons the 60/40 portfolio is not dead The historical performance of past 60/40 portfolio declines How the 60/40 portfolio framework is undergoing its biggest change ever Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit

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30:47

Charitable Giving and Tax Strategies to Consider ft....

The Long Term Investor ·

2022/11/23

Giving to charity is relatively straightforward, but there are many ways to maximize your gift and tax benefit with just a little planning. In this episode, Plancorp’s Sara Gelsheimer shares her deep knowledge of charitable giving strategies. Listen now and learn: The difference between charitable giving and charitable planning Important things to ask charities before giving Strategies for maximizing the tax benefit of your charitable gifts Visit

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16:12

The Failure of Active Management (EP.74)

The Long Term Investor ·

2022/11/16

Although the popularity of index investing has exploded in the past decade, actively managed funds still make up the majority of investor assets. Listen now and learn: How often active managers fail to beat the market Why managers that do win fail to keep winning Three key characteristics that deserve most of your attention Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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35:32

Why Active Management Fails with Dr. Andrew Berkin...

The Long Term Investor ·

2022/11/09

There is overwhelming evidence showing traditional active management is a losing strategy, but investors of all kinds still use it. In this week’s episode, I’m joined by Dr. Andrew Berkin, author of The Incredible Shrinking Alpha: How to Be a Successful Investor Without Picking Winners. Listen now and learn: Why it’s difficult to outperform the market Why the opportunity to outperform is shrinking Clear strategies to help you improve your likelihood of success Visit

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07:56

The Collective Wisdom of Financial Markets (EP.72)

The Long Term Investor ·

2022/11/02

The collective knowledge of financial markets is one of the reasons it is extremely difficult for active managers to consistently outperform the market. Listen now and learn: Why groups are good a guessing the weight of cows and jellybeans The reason you should assume market prices aren’t wrong The importance of harnessing the power of markets for your own portfolio Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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33:08

Making Behavioral Finance Actionable with Bob...

The Long Term Investor ·

2022/10/26

Bob Seawright, author of The Better Letter, joins to share insights on making behavioral finance actionable. Listen now and learn: How to make behavioral finance actionable The two human biases that matter most Why it’s important to focus on process rather than outcomes Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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10:46

Thinking of Markets Like Piles of Sand (EP.70)

The Long Term Investor ·

2022/10/19

One of my favorite concepts when thinking about financial markets is complex adaptive systems, a concept that may sound overwhelming but is very easy to understand when thinking about piles of sand. Listen now and learn: An easy way to understand complex adaptive systems The benefit to thinking of the stock market like a sandpile Implications for your investment strategy Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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33:58

ESG Bonds with Steve Liberatore (EP.69)

The Long Term Investor ·

2022/10/12

This episode features Steve Liberatore, Nuveen’s Head of ESG/Impact for Global Fixed Income. Listen now and learn: The case for ESG bonds What makes a bond ESG or sustainable Why ESG bonds impact is more tangible than an ESG stock investment Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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09:56

Wealth Manager vs. Financial Advisor: What’s the...

The Long Term Investor ·

2022/10/05

You may think that a Wealth Manager and Financial Advisor are the same thing, but a closer look at the distinctions reveals some important differences. Listen now and learn: What it means to be a Wealth Manager How to know if you’ve outgrown basic financial advice The most important thing to keep in mind when looking for an advisor Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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44:34

What Is Sustainable Investing? (Feat. Sam Adams) (EP.67)

The Long Term Investor ·

2022/09/28

As sustainable investing has gotten more popular, the industry and the media has largely erased the original meanings of the terms we used to rely on to help us differentiate between the different types. Sam Adams, co-founder of Vert Asset Management and co-author of Your Essential Guide to Sustainable Investing, joins the show to explain everything you need to know. Listen now and learn: The different types of sustainable investing 6 methods for being an ESG investor What returns to expect

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14:34

6 Questions People Don't Ask Their Financial Advisor,...

The Long Term Investor ·

2022/09/21

If you’ve made the commitment to invest in yourself by assembling a professional team around you, it’s worth taking the time to ask: are you getting the full value for the price you’re paying? And are there competencies your advisor might be missing? Here are some questions that can make sure your financial advisor is not only someone you can fully trust but also someone who’s doing the most for you. Listen now and learn: 6 questions to ask your advisor The importance of getting a fiduciary

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29:10

What is Going on In the Market with Gargi Pal...

The Long Term Investor ·

2022/09/14

2022 has been a challenging time for global investors. Gargi Pal Chaudhuri, Head of iShares Investment Strategy and Markets Coverage, joins to share insight on everything that’s been happening and what to look out for in the future. Listen now and learn: Whether or not we are in a recession When we can expect inflation to begin cooling Where attractive opportunities exist today Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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14:56

Where to Invest For Yield Today (EP.64)

The Long Term Investor ·

2022/09/07

Now that interest rates have risen, investors need to know where it’s best to look for yield. Listen now and learn: The market higher yields makes investing most attractive The shortfalls of relying on dividend stocks as a bond replacement Why a total return approach is better than focusing on just income Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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14:45

Should You Invest in Individual Stocks? (EP.63)

The Long Term Investor ·

2022/08/31

Successful investing is all about minimizing mistakes. Perhaps the most common mistake among people who take a natural interest in investing is owning individual stocks. Listen now and learn: How many professional investors failed to outperform the market A few mind-blowing statistics on the historical performance of individual stocks How taxes should be considered when diversifying out of stock positions Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit

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242 results

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