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    Business

    The Long Term Investor

    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.

    Advertise

    Copyright: © Copyright Peter Lazaroff

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    Wealth Manager vs. Financial Advisor: What's the Difference? (EP.68) Oct 05, 2022
    Show notes

    You may think that a Wealth Manager and Financial Advisor are the same thing, but a closer look at the distinctions reveals some important differences.

    Listen now and learn:

    • What it means to be a Wealth Manager
    • How to know if you've outgrown basic financial advice
    • The most important thing to keep in mind when looking for an advisor

    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.


    What Is Sustainable Investing? (Feat. Sam Adams) (EP.67) Sep 28, 2022
    Show notes

    As sustainable investing has gotten more popular, the industry and the media has largely erased the original meanings of the terms we used to rely on to help us differentiate between the different types.

    Sam Adams, co-founder of Vert Asset Management and co-author of Your Essential Guide to Sustainable Investing, joins the show to explain everything you need to know.

    Listen now and learn:

    • The different types of sustainable investing
    • 6 methods for being an ESG investor
    • What returns to expect going forward

    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.


    6 Questions People Don't Ask Their Financial Advisor, But Should (EP.66) Sep 21, 2022
    Show notes

    If you've made the commitment to invest in yourself by assembling a professional team around you, it's worth taking the time to ask: are you getting the full value for the price you're paying? And are there competencies your advisor might be missing?

    Here are some questions that can make sure your financial advisor is not only someone you can fully trust but also someone who's doing the most for you.

    Listen now and learn:

    • 6 questions to ask your advisor
    • The importance of getting a fiduciary commitment in writing
    • How an advisor's compensation impacts their advice

    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.


    What is Going on In the Market with Gargi Pal Chaudhuri (EP.65) Sep 14, 2022
    Show notes

    2022 has been a challenging time for global investors. Gargi Pal Chaudhuri, Head of iShares Investment Strategy and Markets Coverage, joins to share insight on everything that's been happening and what to look out for in the future.

    Listen now and learn:

    • Whether or not we are in a recession
    • When we can expect inflation to begin cooling
    • Where attractive opportunities exist today

    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.


    Where to Invest For Yield Today (EP.64) Sep 07, 2022
    Show notes

    Now that interest rates have risen, investors need to know where it's best to look for yield.

    Listen now and learn:

    • The market higher yields makes investing most attractive
    • The shortfalls of relying on dividend stocks as a bond replacement
    • Why a total return approach is better than focusing on just income

    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.


    Should You Invest in Individual Stocks? (EP.63) Aug 31, 2022
    Show notes

    Successful investing is all about minimizing mistakes. Perhaps the most common mistake among people who take a natural interest in investing is owning individual stocks.

    Listen now and learn:

    • How many professional investors failed to outperform the market
    • A few mind-blowing statistics on the historical performance of individual stocks
    • How taxes should be considered when diversifying out of stock positions

    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.


    Investing for Higher Expected Returns with Eduardo Repetto (EP.62) Aug 24, 2022
    Show notes

    Eduardo Repetto, CIO of Avantis Investors, discusses a variety of concepts related investing for higher expected returns.

    Listen now and learn:

    • Why different securities have different expected returns
    • The shortfalls of style indices
    • A theoretical framework for value investing

    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.


    Investing in Retirement (EP.61) Aug 17, 2022
    Show notes

    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

    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.


    Investing in Your 60s (EP.60) Aug 10, 2022
    Show notes

    In your 60s, retirement is approaching quickly. The decisions you make in the few years leading up to retirement and the first few years in 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

    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.


    Investing in Your 50s (EP.59) Aug 03, 2022
    Show notes

    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

    Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.


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