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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

04:46

How Will The US Presidential Election Impact The...

The Long Term Investor ·

2024/07/10

This episode dives into a topic that grabs investors’ attention every four years: the Presidential election. The potential impact on the economy, policy, and markets often leads to increased anxiety and speculation. Listen now and learn: The historical impact of elections on the stock market How markets have performed during different presidencies A framework for thinking about investment decisions during election season Visit www.TheLongTermInvestor.com for show notes, free resources,

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15:28

The Sustainability of Social Security and What it...

The Long Term Investor ·

2024/07/03

There are few topics as broadly misunderstood as US government spending and, as a result, many conversations regarding Social Security are off the mark. The financial well-being of Social Security is obviously important from a policy perspective, but perhaps even more important from a financial planning and personal investment perspective. Listen now and learn: The sustainability of Social Security Potential policy changes to Social Security How to account for Social Security in your

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17:12

Will The US National Debt Cause Problems Soon? (EP.158)

The Long Term Investor ·

2024/06/26

The US national debt is a significant and often misunderstood topic: With the current debt sitting at around $34.6 trillion, many wonder if this signals an impending crisis. Peter breaks down what this figure means and explores the broader implications (many of which may surprise you). Listen now and learn: Differences between the deficit, the debt, and the debt ceiling How US government finances are very different than household finances Why inflation, not default, is the real risk of our

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12:02

Why the US Dollar Rules the World: A Deep Dive into...

The Long Term Investor ·

2024/06/19

While the US dollar currently enjoys a dominant position as the world's reserve currency, various factors could challenge its supremacy. Emerging economies, digital currencies, geopolitical shifts, and global financial reforms all pose potential threats. Understanding these dynamics is crucial for navigating the future of global finance. Listen now and learn: What it means to be a reserve currency Why the US dollar is the dominant reserve currency The probability and implications of the US

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37:10

Jesse Cramer On The Astounding Math Behind Car...

The Long Term Investor ·

2024/06/12

Jesse Cramer, author of The Best Interest, joins the show to share his in-depth research into the astounding math behind car ownership. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for the impact big purchases can have on your finances. 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

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43:47

Ashby Daniels Challenges Conventional Wisdom (Rewind)...

The Long Term Investor ·

2024/06/05

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 wrong. This episode with Ashby Daniels originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy and how you think about risk. Listen now and learn: What investors get wrong A

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33:09

Michael Kitces On AI And The Evolution Of Financial...

The Long Term Investor ·

2024/05/29

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. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for the evolution of financial advice. Listen now and

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41:04

Carl Richards On What Real Financial Advice Means...

The Long Term Investor ·

2024/05/22

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. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy. Listen now and learn: How investors fall victim to the behavior gap What it means to do real financial planning The best

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48:49

Burton Malkiel on A Random Walk Down Wall Street...

The Long Term Investor ·

2024/05/15

Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy. Listen now and learn: The two biggest mistakes investors make Lessons from market bubbles of the past Practical ideas for achieving investment success

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36:50

The Pursuit of Meaningful Wealth ft. Khe Hy (EP.151)

The Long Term Investor ·

2024/05/08

Khe Hy of Rad Reads and The Examined Life Podcast joins to discuss the pursuit of meaningful wealth by balancing money, time, and happiness. Listen now and learn: Why not all hours are valued equally and the importance of aligning activities with true life purposes How the value of money diminishes as wealth growths The issue with retirement planning that focuses too much on trading time today for more time later Visit www.TheLongTermInvestor.com for show notes, free resources, and a

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10:41

Roth vs Traditional 401(k)s: Which Is Right For You?...

The Long Term Investor ·

2024/05/01

How do you choose between a Roth and a Traditional 401(k)? Explore the financial implications of each option as we break down what it means for your current taxes, future gains, and overall retirement strategy. Listen now and learn: How to strategically choose the right 401(k) type based on your career stage and future income expectations. Benefits of tax diversification vs tax timing. Practical tips for making the right decisions with your retirement savings. Visit www.TheLongTermInvestor.com

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31:14

Financial Planning for Female Breadwinners ft Sara...

The Long Term Investor ·

2024/04/24

This episode welcomes back Sara Gelsheimer, Senior Wealth Manager at Plancorp, to discuss the challenges and strategies for female breadwinners, balancing career and family, and the importance of integrating mental wellness into financial planning. Listen now and learn: The importance of becoming more involved and confident in your financial life Practical strategies to negotiate better work-life balance. The importance of education, asking questions, and the role of effective communication in

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40:00

Investing at All-Time Highs and Preparing For the...

The Long Term Investor ·

2024/04/17

Originally aired on The Best Interest Podcast, Peter shares insights on why all-time highs are more common than one might think, the importance of maintaining a long-term perspective, and why trying to time the market is an unwise strategy. Listen now and learn: How often you should expect corrections and bear markets The primary long-term driver of stock returns The importance of understanding the conflicts of experts giving advice Visit www.TheLongTermInvestor.com for show notes, free

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31:20

What is the Retirement Podcast Network? ft Taylor...

The Long Term Investor ·

2024/04/10

Taylor Schulte and Benjamin Brandt join the show to talk about the Retirement Podcast Network and share valuable perspectives on various retirement-related topics. Listen now and learn: How to leverage the Retirement Podcast Network to enhance your retirement readiness The major pain points retirees and those planning for retirement face Diverse ideas on how to approach advanced retirement planning strategies Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to

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10:45

Is the S&P 500 Too Concentrated? (EP.146)

The Long Term Investor ·

2024/04/03

In this episode, we delve into the complexities of the S&P 500's index concentration, spotlighting the unprecedented impact of the 'Magnificent 7' on market dynamics and investor strategies. Listen now and learn: The historical context and current state of S&P 500 market concentration. Diversification strategies for mitigating investment risks associated with the 'Magnificent 7' How the performance of equal-weighted vs. market-cap-weighted indices offers insight on today’s market health and

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33:34

Behind The Scenes: How Peter Views Portfolio...

The Long Term Investor ·

2024/03/27

In this episode, Cameron Howe is joined by Peter Lazaroff, CIO of Plancorp and Brightplan, overseeing over $6 billion in assets under management for over 1,500 clients nationwide. Peter is also the author of the book "Making Money Simple," with a foreword by Sam Altman. Portfolio Construction Philosophy [00:59] There is no perfect one-size-fits-all portfolio. The perfect portfolio is the one an individual can stick with through market ups and downs. Plancorp's approach starts with an

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13:59

Why You Must Take Capital Gains to Rebalance Your...

The Long Term Investor ·

2024/03/20

When it comes to the disciplined approach of portfolio rebalancing, investors often find themselves in a conundrum, particularly with the necessity of realizing capital gains. This episode explores the tradeoff between maintaining a strategic, long-term asset allocation versus a higher tax bill. Listen now and learn: Why many investors might soon need to realize some capital gains The importance of rebalancing and maintaining your target asset allocation Strategies to mitigate the tax impact

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31:15

How to Define What is “Enough” Financially with...

The Long Term Investor ·

2024/03/13

Manisha Thakor, author of MoneyZen: The Secret to Finding Your “Enough,” joins the show to share practical steps to embrace a life of “enough.” Listen now and learn: Strategies to resist societal pressures that equate success with perpetual accumulation. Ways to recognize when you have enough and how this realization can transform your approach to life and money. 7 steps for implementing a Joy-Based Spending program to maximize your happiness. Visit www.TheLongTermInvestor.com for show notes,

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13:34

Why Nvidia's Boom Isn’t a Missed Opportunity (EP.142)

The Long Term Investor ·

2024/03/06

In this episode, we delve into the heart of Nvidia’s recent surge and why it's not the missed opportunity it might seem. Listen now and learn: Nvidia’s role in the AI and tech boom Strategies to overcome feeling like you "missed an investment opportunity" Why you do not need to chase "hot stocks" to be a successful investor Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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29:26

Evaluating Retirement Withdrawal Strategies with...

The Long Term Investor ·

2024/02/28

In this episode, we’re joined by Christine Benz, Director of Personal Finance at Morningstar, who shares fascinating insights from her latest co-authored paper: "The State of Retirement Income 2023." Listen now and learn: Motivations for safe withdrawal rate research Nuances of the 4% withdrawal rule Implications of today’s environment for retirement spending strategies Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. 02:28 Motivation

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