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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

38:28

Can Active Managers Beat the Market? Anu Ganti of S&P...

The Long Term Investor ·

2026/04/01

Get updates for my new book: https://Theperfectportfoliobook.com ----- Anu Ganti joins The Long Term Investor to break down the newest SPIVA U.S. Scorecard and what it says about the long-running active versus index debate. This conversation goes beyond the headline numbers to explore why beating the market remains so difficult, why finding the managers who can keep doing it is even harder, and what investors should understand before choosing any index-based fund. Listen now and learn: ► What the

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47:43

What Actually Drives Stock Prices? Sam Ro on...

The Long Term Investor ·

2026/03/25

Get updates for my new book: https://Theperfectportfoliobook.com ----- Sam Ro returns to The Long Term Investor to help make sense of the headlines, valuations, and market narratives that so often distract investors from what matters most. This conversation is a timely reminder that while the story changes every week, the long-term drivers of returns—especially earnings and business fundamentals—still do most of the heavy lifting. Listen now and learn: ► Why earnings remain the most important

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43:28

How to Pursue Excellence and Stay Human in the Age of...

The Long Term Investor ·

2026/03/18

Get updates for my new book: https://Theperfectportfoliobook.com ----- Brad Stulberg returns to The Long Term Investor to share a more grounded, more human definition of excellence—one rooted not in perfection or status, but in meaningful work, clear values, and deep satisfaction. This conversation is full of practical wisdom for anyone trying to do great work, stay focused in a distracted world, and build a life that feels both ambitious and fulfilling. Listen now and learn: ► Why excellence

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10:36

How to Evaluate an ETF for a 351 Exchange: The...

The Long Term Investor ·

2026/03/11

Not sure if you're financially ready to retire? Let's create a strategy to give you confidence. Book a call with Peter now. ----- This is the third and final episode in our ETF series, and it seeks to answer a common question that comes up with 351 exchanges: How do you decide which ETF is the right one when it doesn't have a track record? In this episode, I explain what a 351 exchange is in plain English and share a practical framework to use before making a commitment before a fund is live.

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11:10

The Hidden Mechanics of ETFs: APs, Creation Units,...

The Long Term Investor ·

2026/03/04

ETFs look simple on the surface—you buy a ticker and move on. But behind every ETF is a set of mechanics that explains how shares get created, why prices usually stay close to what the fund owns, and when trading costs and tax outcomes can surprise you. In Part 2 of this three-episode series, I break down the ETF "plumbing" in plain English so you can use ETFs more confidently and avoid common mistakes. Listen now and learn: ► What authorized participants actually do—and why they matter to everyday

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15:44

How ETFs Come to Market: From Idea to Ticker (EP.245)

The Long Term Investor ·

2026/02/25

This is Part 1 of a three-episode series on ETFs—and how their behind-the-scenes mechanics ultimately make 351 exchanges possible. When a new ETF shows up in your brokerage account, it can feel like it appeared out of thin air. In reality, launching an ETF is more like launching a regulated business: sponsors test demand, build infrastructure, line up seed capital, and then hope the fund survives long enough to reach scale. Listen now and learn: ► The real "go/no-go" questions sponsors ask before

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12:21

SpaceX IPO: What IPOs Really Are—and Why Your Plan...

The Long Term Investor ·

2026/02/18

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. ----- SpaceX could be one of the most anticipated IPOs since Facebook—and whether it happens this year or years from now, the same IPO dynamics will show up the moment the headlines hit. In this episode, I use explain how IPOs actually work, why the "IPO price" isn't the price most investors can buy, and what tends to happen once trading begins. The

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34:17

The Importance of Working With A High-Quality Advisor...

The Long Term Investor ·

2026/02/11

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. ----- If you ever hire help, how do you tell whether you're getting a high-quality advisor? Ranie Verby, Plancorp's Director of Practice Management, joins the show to explain what "financial advisor" can really mean, how to spot a true fiduciary at an RIA, and why the best advice shows up when life gets messy, not when

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07:13

How to Think About Investing in AI (EP.242)

The Long Term Investor ·

2026/02/04

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. ----- AI is turning into a real capital cycle, with trillions of dollars of infrastructure and investment flowing into the buildout. That economic story matters, but it doesn't automatically translate into easy stock-market winners. In this episode, I walk through a simple way to think about AI exposure

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39:15

Vanguard's Return Forecasts Explained: What the...

The Long Term Investor ·

2026/01/28

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. ----- In this episode, Peter sits down with Vanguard's Kevin DiCiurcio to unpack how Vanguard thinks about long-term return forecasts—and why the percentiles in those tables are the part most investors misunderstand. They go behind the scenes of the Vanguard Capital Markets Model (VCMM), and translate what

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11:25

Inside the Engine: The Assumptions Behind Your Monte...

The Long Term Investor ·

2026/01/21

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. ----- Ever wondered where your retirement plan's "probability of success" really comes from? In this episode, Peter pulls back the curtain on the assumptions inside Monte Carlo analysis—and explains why Plancorp anchors its projections to long-term base rates instead of short-term forecasts. Listen now

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52:38

The 2026 Market Outlook: Earnings, the Fed, the...

The Long Term Investor ·

2026/01/14

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. ----- Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins me for a wide-ranging conversation about what actually matters for long-term investors heading into 2026. We get past the headline forecasts and into how a seasoned strategist interprets markets in real time—without falling into the traps that

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41:45

Talking Shop with Rubin Miller (EP.238)

The Long Term Investor ·

2026/01/07

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. ----- In this Talking Shop episode, I sit down with Rubin Miller for an unscripted conversation about why market forecasts fail, how advisors actually set return assumptions, and where investors most often misunderstand risk. We move freely from prediction season and capital market assumptions to investor

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46:55

Talking Shop with Ashby Daniels (EP.237)

The Long Term Investor ·

2025/12/31

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. ----- In this Talking Shop episode, I sit down with Ashby Daniels for an unscripted, behind-the-scenes conversation about investing, markets, and the behavioral mistakes that quietly derail long-term results. We move freely—from why simplicity keeps winning, to how investors misread risk, to what actually

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16:54

How to Choose Your Stock/Bond Mix (and Stick With It...

The Long Term Investor ·

2025/12/24

Get updates for my new book: https://Theperfectportfoliobook.com ----- Most people think "risk" means volatility. In this episode, I define risk the way long-term investors actually experience it: the risk of failing to fund your life. Then we turn that definition into a practical plan–choosing a stock/bond mix you can live with, deciding what goes in each sleeve, and rebalancing with rules instead of gut feel. Listen now and learn: ► A clearer way to think about risk before you pick an

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13:26

Why Your Bond Questions Are Really About Cash (EP.235)

The Long Term Investor ·

2025/12/17

Get updates for my new book: https://Theperfectportfoliobook.com ----- Bond ladders, bond funds, money markets—if those words have you second‑guessing your plan, this episode will clear the fog. Inspired by questions from my Perfect Portfolio book‑updates list, I explain why many "bond" debates are actually cash management problems in disguise—and how to build a simple system that helps you stay disciplined when markets get ugly. Listen now and learn: ► How to tell—quickly—whether you're making a

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12:56

Index vs Factor Investing (EP.234)

The Long Term Investor ·

2025/12/10

Get updates for my new book: https://Theperfectportfoliobook.com ----- Index funds are often pitched as the no-brainer choice for long-term investors—but are they the only rules worth following? In this episode, I use one of my favorite analogies to explain how indexing and factor investing evolved, how they differ, and how to decide which mix fits your goals and behavior. Listen now and learn: ► Why indexing became the "radar gun" of investing—and what it actually guarantees you ► The key

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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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