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
Robin Powell is an award-winning journalist and campaigner for positive change in global investing, advocating better investor education, and greater transparency.
Listen now and learn:
● what evidence-based investing is all about
● The importance of developing a financial plan prior to choosing investments
● The differences in the adoption of evidence-based investing outside the U.S.
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Measuring the success of your portfolio is important for several reasons, but most people don't know how to properly measure the success of their portfolios.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Upon starting his independent advisor journey in 2015, Dasarte Yarnway quickly learned that underrepresented clients and advisors alike were overlooked and underserved.
Due to the grave statistics associated with this reality, he sought out to change the landscape of the financial services industry one client and one advisor at a time.
Listen now and learn about:
Changes in financial services over the last decade
The importance of diversity in financial services and how to increase it
The most important thing an advisor can do for business owners and entrepreneurs
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Now that yields are high enough to warrant our attention, what is the right way to measure yield?
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
I love talking shop with colleagues from around the country and wanted to give you a peek into those conversations, so this week I invited two of my favorite Chief Investment Officers, Phil Huber and Rubin Miller.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
How can two people with the same income, financial experiences, or education have very different levels of financial wellbeing? It's simple: a sense of wellness doesn't come from numbers alone. It's all about the sense of security and freedom of choice each individual feels, both in the present and future.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
The start of a new year is one of the best inflection points for your finances.
There are really nice tax planning, investment, and capital allocation opportunities right now. If this year you are considering seeking professional help with your finances, this top "rewind" episode from 2022 is for you.
By the end of this episode, you'll understand how to structure your search for an advisor, research if they are trustworthy, and complete a structured interview with anyone you are considering hiring.
Listen now to learn:
To listen to the entire 3-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.
Markets are down, inflation is high, and many are expecting a recession.
Are you ready?
In this "rewind" episode, I revisit a popular episode that is now more relevant than ever. By the end of this episode, I hope to help you answer an important question: "When is it time to seek professional help with your finances?"
Listen now to learn:
To listen to the entire 3-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.
Successful retirement savers often find themselves in a high tax bracket during retirement (pensions, social security, RMDs, etc.). One of the downsides, in addition to a higher tax bill, is getting hit with Medicare IRMAA.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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