Stay ConnectedWe 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.
Copyright: © Copyright Peter Lazaroff
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, free resources, and a place to submit questions.
[2:17] Understanding Deferred Compensation
[3:43] Equity Compensation and Vesting Schedules
[6:01] Restricted Stock vs. Stock Options
[9:21] Tax Implications of Stock Options
[14:05] Employee Stock Purchase Plans
[17:36] Concentrated Stock Positions and Risks
[21:05] Integrating Company Stock in Financial Planning
[33:06] A Systematic Approach to Managing Company Stock
Peter provides a data-driven analysis of what investing in stocks at an all-time high means for investors today.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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 www.thelongterminvestor.com.
[1:30] Reflecting on the Fourth Quarter 2023 Rally
[9:30] Market Leadership and Trends
[15:10] The Surge in Money Market Fund Flows
[19:20] The Case For Optimism in 2024
[22:50] Insights from eToro's Retail Investor Survey
[29:15] Potential Impact of a Bitcoin ETF
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:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
[2:14] The Science of Change
[7:20] Rugged Flexibility and The Importance of Core Values
[16:00] How a Diversified Identity Reduces Fear and Increases Resilience
[22:15] Tragic Optimism
[28:20] Reacting vs Responding to Change
In this episode, we explore setting financial goals that transcend mere numbers.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
This is the sixth episode of the Investing By Age series.
The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.
As you retire and transition from saving to spending, there are several unique planning opportunities and challenges that arise.
Listen now and learn:
How to simplify your investments
Strategies for minimizing your total lifetime tax bill
Different ways to navigate healthcare costs
To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to:
You'll also find all the show notes, free resources, and links mentioned in this episode.
This is the fifth episode of the Investing By Age series.
The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.
In your 60s, retirement is approaching quickly. The decisions you make in the few years leading up to retirement and the first few years of retirement are potentially the most impactful financial decisions of your lifetime.
Listen now and learn:
How to prepare for market downturns before retirement
A simple strategy for projecting future expenses
Where to download a comprehensive retirement readiness checklist
To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to:
You'll also find all the show notes, free resources, and links mentioned in this episode.
This is the fourth episode of the Investing By Age series.
The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.
Your 50s are the time you have the highest earnings and ability to save, so it's time to make the most of it.
Listen now and learn:
How to take advantage of your peak earning years
Ways to eliminate unnecessary investment risks
Why you may need to update your retirement goals
Two important reasons to rethink your asset allocation in your 50's
To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to:
You'll also find all the show notes, free resources, and links mentioned in this episode.
This is the third episode of the Investing By Age series.
The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.
As you move into your peak earning years, it's all about making smart decisions right now.
Listen now and learn:
How to optimize your retirement savings
Ideas for strategically investing for education costs
5 estate planning documents you need to get
To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to:
You'll also find all the show notes, free resources, and links mentioned in this episode.
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