100 episodes
The Long Term Investor Peter Lazaroff
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- Business
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4.9 • 98 Ratings
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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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Investing at All-Time Highs and Preparing For the Next Market Crash
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 resources, and a place to submit questions.
[02:25] Investing at All-Time Highs
[04:47] Market Cycles and Volatility
[11:20] The Limits of Market Timing
[17:52] The Cyclical Nature of Stocks
[24:19] The Connection Between Stocks and Earnings -
What is the Retirement Podcast Network? ft Taylor Schulte and Benjamin Brandt
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 submit questions.
02:34 Origin of the Retirement Podcast Network
07:09 Retirement Planning Beyond Investing
10:18 Retirement Income Strategies
14:10 Strategic Roth Conversions Are Great, But Not Everything
17:36 Long-Term Care Planning
20:58 Future Content Hubs at Retirement Podcast Network
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Is the S&P 500 Too Concentrated?
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 investment opportunities.
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. -
Behind The Scenes: How Peter Views Portfolio Construction
In this episode, Peter shares his interview from Investipal’s Podcast about all things portfolio construction and investment management.
Listen now and learn:
How Peter thinks about designing portfolios
When to think about deviating from an index strategy
Novel ways to remove bias from a portfolio decision
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Episode Timestamps:
(02:59) Portfolio Construction Philosophy
(12:16) Quantitative vs. Fundamental Approach
(30:45) Reducing Emotional Biases
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Why You Must Take Capital Gains to Rebalance Your Portfolio
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 of portfolio rebalancing
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. -
How to Define What is “Enough” Financially with Manisha Thakor
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, free resources, and a place to submit questions.
[02:51] Understanding Money Zen
[05:21] How People End Up in the Cult of Never Enough
[18:20] Science of Hustle and Work-Life Balance
[23:30] How to Implement Joy-Based Spending
Customer Reviews
Making Investing Simple
Peter is a practical genius! In each episode of The Long Term Investor he uses examples that I can easily relate to. His fact based approach helps put emotion aside and invest more confidently. I definitely recommend this podcast whether you are 16 or 61!
Note- when Peter says he responds to emails, he means it! He also took the time to speak to call me about my questions with no selling. I’m sleeping better at night with less worrying over money matters.
Awesome!
Great work Peter. Thanks for publishing such helpful conversations. Part of my regular lusenting!
Episode 73 with Andrew Berlin, PhD
Peter’s podcast interviewing Andrew Berkin, really distills the flaws in long term active management of investment dollars. It is not a pretty way to underperform. The podcast makes a compelling case for passive management that wins with broad index and index factor funds, sound diversification, and low costs. Listening to the podcast is time well spent especially if you keep shifting your portfolio to follow the last “hot” money manager of the day.