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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

41:04

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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11:14

5 Reasons You Need a Financial Plan That Have Nothing...

The Long Term Investor ·

2024/02/21

You need money for everything, but money isn’t everything. That’s why there are a number of non- financial reasons you ought to embrace financial planning. Listen now and learn: How blueprinting your life goes beyond a budget How financial planning can strengthen your bond with loved ones How a financial plan turns time from a fleeting resource into a strategic asset Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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27:08

Advanced Executive Compensation Strategies With Derek...

The Long Term Investor ·

2024/02/14

The conversation continues with Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, who returns to delve deeper into executive compensation planning strategies. Listen now and learn: Key strategies for deferred compensation plans Advanced strategies for exercising stock options The important nuances of establishing a 10b5-1 plan Be sure to also check out last week’s episode with Derek about Equity Compensation Strategies: Everything You Need to Know. [02:00] Advanced Deferred

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41:04

Equity Compensation Strategies: Everything You Need...

The Long Term Investor ·

2024/02/07

Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, shares his vast knowledge of integrating equity and executive compensation into comprehensive financial planning strategies. Listen now and learn: The essential considerations and tax implications for incorporating equity compensation into your financial plan Unique risks faced by employees with large company stock positions A systematic approach to managing company stock Visit www.TheLongTermInvestor.com for show notes,

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06:43

Investing in Stocks at All-Time Highs (EP.137)

The Long Term Investor ·

2024/01/31

Peter provides a data-driven analysis of what investing in stocks at an all-time high means for investors today. Listen now and learn: The significance of all-time highs in the stock market How current dynamics fit into the natural growth cycle of the market Insights into balancing risk and opportunities that lead to confident investment decisions Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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38:08

Decoding 2024's Investment Landscape with Callie Cox...

The Long Term Investor ·

2024/01/24

Callie Cox, an acclaimed investment analyst, shares her expertise on navigating the complexities of the financial world in 2024. Tune in for an enlightening discussion that blends technical analysis with practical advice for both seasoned and aspiring investors. Listen and learn: What sparked the year-end rally and what to expect in 2024 Key insights from eToro’s Retail Investor Survey What to expect from Big Tech in 2024 Detailed show notes and resources can be accessed at

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17:14

Bitcoin ETF’s Are Here, Should You Invest? (EP.135)

The Long Term Investor ·

2024/01/17

This episode explores the groundbreaking approval of spot price bitcoin ETFs by the SEC. Understand the impact of this development on investors Listen now and learn: How spot price bitcoin ETFs differ from previous bitcoin ETF products The nuances of popular bitcoin investment theses Important questions to ask prior to investing in bitcoin Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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34:58

Mastering Change in Life and Work ft. Brad Stulberg...

The Long Term Investor ·

2024/01/10

This episode features a deep conversation with renowned author and coach Brad Stulberg, exploring the intricate dynamics of mastering change in both personal and professional spheres. Drawing from Stulberg’s latest book, “Masters of Change: How to Excel When Everything is Changing – Including You,” they delve into the science behind change and how individuals can navigate change effectively. Listen now and learn: How embracing change paves the path to true stability Way to achieve rugged

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233 results

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