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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

17:09

What Is The Market Portfolio—And How Should It...

The Long Term Investor ·

2025/12/03

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. ----- Most of us feel like we "own the market" with a U.S. stock index and a core bond fund. But the real global market portfolio — the value of every investable asset in the world — looks very different. And once you see that full picture, it changes how you think about international stocks, alternatives,

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35:34

The Latest Innovation in ETFs and Mutual Funds: Share...

The Long Term Investor ·

2025/11/26

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. ----- Dimensional Fund Advisors' Marlena Lee joins Peter to unpack the SEC's share class exemptive relief—the change that lets one portfolio be offered as both a mutual fund and an ETF. Listen now and learn: ► Why one portfolio offered as both an ETF and a mutual fund is a game changer for investors ►

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38:36

Before You Add Alternatives: How to Tell if Private...

The Long Term Investor ·

2025/11/19

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. ----- In this rebroadcast, Peter sits in the guest chair to explain why he rarely recommends private markets—and the specific situations where they do belong. He lays out a clear filter built around liquidity, purpose, access, and behavior so you can decide whether private investments fit in your plan. Listen now

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33:59

Year-End Equity Comp Playbook With John Owens (EP.230)

The Long Term Investor ·

2025/11/12

Your finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no-obligation call. Grab yours now. ----- Equity compensation can turbocharge wealth—and taxes. Brooklyn Fi managing partner John Owens joins Peter to share a clear year-end playbook for RSUs, ISOs/NQSOs, and ESPPs, including how to avoid AMT surprises, right-size withholding, and unwind concentrated stock positions. Listen now and learn: ► A simple

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11:09

Why Everyone Suddenly Loves Gold (and What Could Go...

The Long Term Investor ·

2025/11/05

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. ----- Gold just cleared $4,000 an ounce while stocks hover near highs—a rare split-screen of optimism and caution. In this episode, I break down what's actually pushing gold up, stress-test its "safe haven" reputation, and evaluate whether it truly protects against

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35:12

Stop Keeping Score: Power & Fairness With Money Ft....

The Long Term Investor ·

2025/10/29

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. ------ Money talks fall apart when couples keep score. In this episode, Heather and Doug Boneparth show how fairness—not 50/50—actually works in real life, and how power shows up through invisible labor, access, and decision rights. You'll hear practical ways to reset the dynamic so conversations feel collaborative instead of

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12:28

Should You Move to Cash When Markets Hit All-Time...

The Long Term Investor ·

2025/10/22

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. ----- Markets have hit record levels dozens of times this year, and the headlines are filled with uncertainty. It’s no wonder investors are asking whether now is the time to take some chips off the table. In this episode, I share what I told USA Today when they asked me the same question — and explain why new highs

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38:06

From Numbers to Meaning When Building Your Retirement...

The Long Term Investor ·

2025/10/15

Please rate and review The Long-Term investor in your favorite podcast app. ----- Author and illustrator Carl Richards joins the show to discuss his new book Your Money and the real conversations we should be having about finances. If you’ve ever wondered how to stop worrying about money and start using it intentionally, this conversation will leave you thinking differently about every dollar you spend. Listen now and learn: ► Why most people avoid the money conversations that matter most ► How to

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13:17

Trapped By Taxes? How 351 Exchanges Let You Diversify...

The Long Term Investor ·

2025/10/08

Wondering if you’re making the right financial moves? Let’s build a strategy you can rely on. Schedule a call with Peter to get professional guidance. ----- Many investors want to diversify out of a few appreciated stocks but can’t stomach the tax bill that comes with selling. In this episode, Peter Lazaroff explains how Section 351 exchanges give investors a smarter, tax-efficient way to move from concentrated stock positions into diversified ETFs–without triggering immediate capital gains. Listen

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31:00

Year-End Tax Planning After the OBBBA (EP.224)

The Long Term Investor ·

2025/10/01

Your finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no-obligation call. Grab yours now. ----- Tax law shifts can change the best time to recognize income, give to charity, and make big business decisions. This episode unpacks how the “One Big Beautiful Bill Act (OBBBA)” reshapes year-end planning for pre-retirees, equity-comp executives, and business owners—and what still works vs. what to rethink. Listen

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14:34

Bond Funds vs Individual Bonds: What’s Best for Your...

The Long Term Investor ·

2025/09/24

Wondering if you’re making the right financial moves? Let’s build a strategy you can rely on. Schedule a call with Peter to get professional guidance. ----- When it comes to bonds, investors often face a tough question: should you own individual bonds or stick with bond funds? In this episode of The Long Term Investor, I break down the trade-offs and explain how bonds really fit into a long-term portfolio. Listen now and learn: ► Why the primary role of bonds is to reduce volatility, not maximize

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32:33

M&A, Valuations, and the Future of RIAs — A...

The Long Term Investor ·

2025/09/17

Ready to hire an advisor? Whether it’s for retirement planning, proactive tax planning, or navigating complex financial decisions, see how our team at Placorp can help. Schedule a call with Peter now. ----- What’s it really like to cover the RIA and wealth management industry from the inside? In this episode, I talk with Ian Wenik, Editor at Citywire RIA, about his journey from sports writing to financial journalism, the challenges of running a newsroom, and the trends shaping the future of RIAs

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16:38

Muni Bonds Explained: How To Incorporate Tax-Free...

The Long Term Investor ·

2025/09/10

Municipal bonds can be a powerful tool for high-income investors, but only when used thoughtfully. In this episode, I explain how to evaluate muni bonds with tax-equivalent yield, the difference between general obligation and revenue bonds, and why I avoid state-specific and high-yield issues. I also share Plancorp’s implementation approach and give a market outlook on why munis remain attractive for retirement portfolios today. Listen now and learn: ► How to tell if municipal bonds make sense for

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35:41

Can AI Keep Driving the Stock Market Higher? Callie...

The Long Term Investor ·

2025/09/03

Get updates for my new book: https://Theperfectportfoliobook.com ----- AI has fueled massive gains for Big Tech, but can one sector really carry the market forever? In this episode, I’m joined by Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, to explore the tension between Wall Street’s AI-fueled optimism and the realities of a slowing economy. We discuss what history teaches us about dominant companies, how to spot the difference between hype and durable innovation, and what

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27:22

Mutual Funds vs ETFs vs SMAs: Which is the Best For...

The Long Term Investor ·

2025/08/27

Check out the best podcast show notes on the internet at www.thelongterminvestor.com ----- Mutual funds, ETFs, and SMAs all give you access to the market — but the way they handle taxes, costs, and control can lead to very different outcomes. In this episode, I break down how each vehicle works, where it shines, and when it falls short. If you’ve ever wondered which is best for your portfolio, this is the episode you’ll want to hear. Listen now and learn: ► Why mutual funds can leave you paying

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35:54

How Evidence-Based Advice Adds Up to 3% In Net...

The Long Term Investor ·

2025/08/20

Not all financial advisors are created equal. Before you hire one, make sure you’re asking the right questions. Use my structured interview worksheet to compare advisors and avoid costly mistakes. Get it free. Vanguard’s Advisor’s Alpha framework just turned 25—and few people know its impact better than Fran Kinniry, the study’s original architect. In this episode, we explore how Advisor’s Alpha reshaped the value of financial advice, why its lessons are more relevant than ever, and what it

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36:49

Reset Your Portfolio Expectations (Before It’s Too...

The Long Term Investor ·

2025/08/13

Get updates for my new book: https://Theperfectportfoliobook.com ----- Recently, I joined Jesse Cramer on The Best Interest Podcast for a conversation on volatility, investor behavior, and how to avoid overreacting to headlines. We unpack why market noise can distort long-term plans and what to do when your risk tolerance feels misaligned with your portfolio. Listen now to learn: ► Why volatility is a feature—not a bug—of long-term investing ► What to do if market drops reveal your portfolio isn’t

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39:51

The Power of Humility in Investing with Dan Rasmussen...

The Long Term Investor ·

2025/08/06

Get updates for my new book: https://Theperfectportfoliobook.com ----- Dan Rasmussen, author of The Humble Investor, joins me to unpack the overlooked superpower of humility in investing. We discuss why market forecasts often go wrong, how overconfidence fuels financial mistakes, and where conventional wisdom can lead investors astray. Dan also reveals the hidden risks in popular private market strategies. Listen now and learn: ► Why humility can help investors navigate market volatility. ► The

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41:55

Why Tax Benefits Shouldn’t Drive Your Investment...

The Long Term Investor ·

2025/07/30

See exactly how I invest my own money. I break down my asset allocation, cash reserves, and why I keep my portfolio simple. Download the guide now. ----- I recently joined the 20/20 Money podcast to explore Opportunity Zones—investment vehicles known for their attractive tax benefits, but often misunderstood risks. As we dissect several real-world scenarios, I share a concept from my upcoming book, The Perfect Portfolio, that offers listeners a practical tool to evaluate any tax-driven investment

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33:06

The Wealth Ladder: How Income, Spending, and...

The Long Term Investor ·

2025/07/23

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. ----- In this episode, Nick Maggiulli, author of the acclaimed finance blog Of Dollars and Data, joins me to unpack his groundbreaking new book, The Wealth Ladder. We dive into fresh insights on how your financial strategy should evolve as you climb from one wealth level to the next. Nick reveals eye-opening rules and practical

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233 results

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