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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.

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All Episodes

06:44

Why Watching The Market Hurts Your Returns (And How...

The Long Term Investor ·

2025/02/26

Most financial mistakes happen because people don’t see the full picture. My Net Worth Worksheet helps you track everything in one place—so you stay informed. Get it now. ----- Checking your portfolio too often might be the biggest mistake you don’t realize you’re making. Research shows that the more frequently investors monitor their portfolios, the more likely they are to see losses—leading to emotional decisions that can hurt long-term returns. In this episode, I explore the behavioral bias

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36:13

2025 Market Forecasts, Interest Rates, and Economic...

The Long Term Investor ·

2025/02/19

Get 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. ----- What’s ahead for markets in 2025? In this episode, I’m joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, to break down key economic and market trends shaping the year ahead. Listen now and learn: ► How economic forecasts are built—and how investors should use them ► The

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34:19

Charley Ellis on Why Most Investors Fail (And What to...

The Long Term Investor ·

2025/02/12

You don’t have time to sift through endless financial content. That’s why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. Sign up for my newsletter. ----- Why do so many investors underperform the market? Legendary investor and author Charley Ellis explains why investing has become a “loser’s game” and what smart investors do instead. Listen now and learn: ► Why active investing used to work—but no longer does ► How professional traders dominate the

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08:37

The Hidden Risks of U.S. Stocks and Why Global...

The Long Term Investor ·

2025/02/05

Want 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

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26:08

A Life-Changing Retirement Is About More Than Money...

The Long Term Investor ·

2025/01/29

The retirement you’ve worked so hard for should be more than just financially secure—it should be truly fulfilling. In this episode, Benjamin Brandt, financial planner and host of the award-winning Retirement Starts Today podcast, reveals how to break free from limiting mindsets and create a retirement plan that prioritizes your passions, values, and connections. Whether you’re on the cusp of retirement or already enjoying it, this conversation will challenge how you think about retirement and

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10:56

How Much Do You Need to Retire Comfortably? (Key...

The Long Term Investor ·

2025/01/22

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

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41:27

How Direct Indexing Could Save You Money On Taxes...

The Long Term Investor ·

2025/01/15

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. ----- 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

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16:31

The Financial Advisor Checklist: What To Look For...

The Long Term Investor ·

2025/01/08

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

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14:48

Retirement Planning: Should You Go It Alone or Hire...

The Long Term Investor ·

2025/01/01

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

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32:28

The Biggest Investing Lessons Of 2024 To Take Into...

The Long Term Investor ·

2024/12/25

Want a peek behind the scenes? Get my top 5 must-read financial articles that keep me ahead on innovative planning and investment strategies—exclusive, curated, and straight to your inbox bi-weekly when you sign up for my newsletter. ----- 2024 brought its share of twists and turns for markets, leaving valuable lessons in its wake. In this episode, I sit down with Michael Batnick, Managing Partner at Ritholtz Wealth Management, to reflect on the biggest headlines of the year and share actionable

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17:33

6 Ways Tax Projections Could Save You Thousands (EP.183)

The Long Term Investor ·

2024/12/18

Proactive tax planning could save you thousands. If you're ready to hire an advisor, my team at Plancorp is here to help. Schedule a call today to learn more. ----- Avoiding tax surprises isn’t just about filing on time—it’s about planning ahead. This episode shares six real life examples of how tax projections can potentially save you thousands on your future taxes and thoughtfully guide the bigger picture of your financial plan. Learn actionable strategies for reducing your tax liability,

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38:16

Got Stock Options? Don’t Miss These Year-End Tax...

The Long Term Investor ·

2024/12/11

Thinking about hiring a financial advisor? It could be a great decision—if you know how to evaluate them. Get my free worksheet to follow a proven process and avoid common mistakes. ----- Navigating equity compensation can be tricky, especially when the year-end tax clock is ticking. In this episode, Ally Jane Ayers, a leading expert in the complex world of equity compensation, shares tax-smart strategies to optimize your stock options, RSUs, and equity packages. Whether you hold RSUs, ISOs, or

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11:29

Smart Year-End Tax Tips to Reduce Investment Taxes in...

The Long Term Investor ·

2024/12/04

Want a peek behind the scenes? Get my top 5 must-read financial articles that keep me ahead on innovative planning and investment strategies—exclusive, curated, and straight to your inbox bi-weekly when you sign up for my newsletter. ----- Are you paying more in taxes than you need to? As the year winds down, now’s an ideal time to make smart moves that can lower your tax bill—especially if you’re close to or in retirement. In this episode, I share simple, practical strategies to help you keep

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35:16

Rethinking Bonds: How to Strengthen Your Retirement...

The Long Term Investor ·

2024/11/27

What’s the role of bonds in your retirement portfolio in a high-yield environment? In this episode, PIMCO’s David Braun breaks down the evolving fixed-income landscape. With 30 years of investment expertise, he shares insights on how rising yields create opportunities, why active management is essential for bonds, and what the U.S. national debt means for investors. Listen now and learn: The role of core bonds in retirement planning Why active management outshines passive strategies in fixed

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42:22

The Secrets of Smart Investing: Jason Zweig on Market...

The Long Term Investor ·

2024/11/20

What does it take to think clearly and stay rational in a world full of financial noise? This episode features part two of a rare conversation with Jason Zweig, acclaimed financial journalist and author of Your Money & Your Brain. From behind-the-scenes wisdom gleaned from Warren Buffett and Charlie Munger to the psychology driving your financial decisions, Jason delivers invaluable insights that will reshape how you think about investing. Listen now and learn: Lessons from legendary investors

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36:18

Why ‘The Intelligent Investor’ Still Matters in a...

The Long Term Investor ·

2024/11/13

Are today’s markets testing your patience, or making you question your strategies? Jason Zweig believes that timeless investment wisdom is more relevant now than ever. In this episode, we’re recording live from the New York Stock Exchange as Zweig discusses why Benjamin Graham’s "The Intelligent Investor" remains a cornerstone of disciplined investing. Zweig shares insights on the psychological challenges investors face, the role of human nature in decision-making, and why mastering market

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12:19

Post Election Thoughts (EP.177)

The Long Term Investor ·

2024/11/06

Markets are driven by countless factors—consumer demand, innovation, interest rates, global trade, and more. Sure, policies can create a little wind in the sails for certain segments of the market, or a bit of a headwind, but presidents don’t hold the wheel. Listen now and learn: The limited impact of politics on stock markets The challenges faced by the US economy How the US stacks up in the two most important drivers of economic growth Visit www.TheLongTermInvestor.com for show notes, free

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11:18

Why the Next Decade May Bring Lower Returns—And What...

The Long Term Investor ·

2024/10/30

Are we entering a decade of low returns? Goldman Sachs projects that S&P 500 returns will average only 3% annually over the next ten years—far below the historical norm of 13% in the last decade. While I’m not a believer in predicting the future, there are several useful elements in their research worth discussing. In this episode, I’ll explore what’s behind this forecast and what it means for investors. Plus, how to adapt to the shifting landscape with strategies that go beyond the traditional S&P

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27:54

The Hidden Risks of Managing Money Solo In Marriage...

The Long Term Investor ·

2024/10/23

What happens if the spouse who handles all the finances suddenly isn’t there? In this episode, Senior Wealth Manager Sara Gelsheimer of Plancorp joins us to explore why both spouses need to be involved in financial decisions. Whether due to sudden life changes or the realities of aging, having only one financial decision-maker can leave the other spouse unprepared for critical responsibilities. Sara shares practical steps and real-life examples that highlight the importance of financial involvement

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40:23

Why More Money Doesn’t Mean More Happiness—And What...

The Long Term Investor ·

2024/10/16

Do you feel like something’s missing, even with a solid financial foundation? Or wonder if there’s a better way to use your money for happiness? In this episode, I sit down with Daniel Crosby, Ph.D., behavioral finance expert and author of The Soul of Wealth, to discuss why the traditional approach to money often leaves us wanting more—and what actually leads to lasting satisfaction. Tune in to learn how to align your financial journey with deeper values, break free from social comparison, and

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233 results

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