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
After age 72, a Required Minimum Distribution (or RMD) must be withdrawn from your traditional IRAs and 401(k)s each year—whether you need it or not. Failing to take an RMD could result in a tax penalty worth up to 50% of the amount you should have taken.
Listen now and learn about seven strategies to minimize the RMD tax liability.
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
When it comes to maximizing wealth, there is usually going to be a mathematically optimal solution, but that solution doesn't always align with our human emotions.
Ben Carlson, co-host of Animal Spirits and author of A Wealth of Common Sense, joins me to talk about the variety of instances where spreadsheets and theory don't align with human emotions and reality.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Is the 60/40 portfolio dead?
Both stock and bond markets are down this year, which has led to the traditional framework of the 60/40 portfolio being called into question across a variety of media outlets.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Giving to charity is relatively straightforward, but there are many ways to maximize your gift and tax benefit with just a little planning.
In this episode, Plancorp's Sara Gelsheimer shares her deep knowledge of charitable giving strategies.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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Although the popularity of index investing has exploded in the past decade, actively managed funds still make up the majority of investor assets.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
There is overwhelming evidence showing traditional active management is a losing strategy, but investors of all kinds still use it.
In this week's episode, I'm joined by Dr. Andrew Berkin, author of The Incredible Shrinking Alpha: How to Be a Successful Investor Without Picking Winners.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
The collective knowledge of financial markets is one of the reasons it is extremely difficult for active managers to consistently outperform the market.
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Bob Seawright, author of The Better Letter, joins to share insights on making behavioral finance actionable.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
One of my favorite concepts when thinking about financial markets is complex adaptive systems, a concept that may sound overwhelming but is very easy to understand when thinking about piles of sand.
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This episode features Steve Liberatore, Nuveen's Head of ESG/Impact for Global Fixed Income.
Listen now and learn:
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
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