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
This is the second 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 30s are the time to begin building lasting wealth to meet life's growing demands.
Listen now and learn:
Best practices for consolidating your investments
How to prioritize paying down debt vs investing goals
The 3 essential components to protecting you against the unexpected
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 first episode in 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.
The financial decisions you make in your 20s are arguably more impactful than any other time in your life because of the time your decisions have to compound.
Listen now and learn:
Why it's important to start investing now
The essential elements to investing in your 20s
The most important thing to avoid in your investments
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.
What does it mean to be a long-term investor? In this special mash up episode, all the show's guests from the past year weigh in.
Listen now to hear from Ben Carlson, Taylor Schulte, Burton Malkiel, Phil Huber, Rubin Miller, Dasarte Yarnway, Robin Powell, Brian King, Jeremy Schwartz, Rick Ferri, Mike Piper, Carl Richards, Ashby Daniels, Polina Pompliano, Mathieu Pellerin, John Jennings, Cait Howerton, Tyler Olson, Jesse Cramer, Meir Statman, Susan Jones, Hal Hershfield, William Bernstein, and Peter Lazaroff.
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Recorded in front of a live audience for the CFA Society of Detroit's Annual Luncheon, Morgan Housel shares key insights from his new book Same As Ever. Morgan Housel is a partner at the Collaborative Fund. His first book, The Psychology of Money, has sold over four million copies and has been translated into 53 languages. Listen now and learn:
Why people get so focused on predictions
How optimism and pessimism are needed for success
The importance of stories in a world overflowing with data
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
William Bernstein, author of The Four Pillars of Investing, joins the show to talk about the most recent edition of his highly influential work.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Just as you'd scrutinize a potential new car's specs or a house's foundation, your investments deserve the same diligence. The Form ADV Part 2 offers a panoramic view into the inner workings of an advisory firm, from its business practices to the individuals pulling the strings behind the curtains.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Hal Hershfield is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA's Anderson School of Management. His research, which sits at the intersection of psychology and economics, examines the ways we can improve our long-term decisions.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Dive into the world of evidence-based investing, where empirical research informs portfolio strategies. meets portfolio construction. This episode unravels the science behind applying successful investing strategies and avoiding mistakes that can hinder your financial growth.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
The time for year-end tax and estate planning is now, and this year it's particularly important to get started as certain provisions from the Tax Cuts and Jobs Act will end soon. Plancorp's Susan Jones, JD, CFP joins the show to explain these important planning opportunities that deserve your attention before the end of the year.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Live from Future Proof, the world's largest wealth festival, Meir Statman talks about the evolution of behavioral finance and how the latest generation of behavioral finance focuses on holistic well-being.
Listen now and learn:
The three generations of behavioral finance
The difference between "errors" and "wants"
The tradeoffs between a financially optimal and behaviorally optimal portfolio
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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