In short
Podcast Episode Notes: The Long Term Investor - Episode 209: Announcing My New Book: The Perfect Portfolio
Overview In this episode, host Peter Lazaroff shares exciting news about his upcoming book, The Perfect Portfolio, set to be released in late 2026. Lazaroff discusses the inspiration behind the book and how it aims to provide timeless investing lessons alongside innovative ideas tailored for investors.
Key Points
Announcement of the New Book
- Title: The Perfect Portfolio
- Release Date: Late 2026
- Publisher: Harriman House
- Manuscript Status: Lazaroff will submit the draft soon.
Inspiration and Background
- Lazaroff initially had two book concepts but chose to publish Making Money Simple in 2019 due to its relevance to his work at BrightPlan, a financial health solution for employers.
- The idea of The Perfect Portfolio lingered and evolved over the years, leading to a richer and more refined concept for the book.
Content and Structure
- The Perfect Portfolio is not just a sequel but a new perspective that combines:
- Timeless investing lessons
- Innovative concepts that may be new even to seasoned investors
- Lazaroff emphasizes the idea that there is no one-size-fits-all perfect portfolio; rather, it’s about creating a strategy that fits individual needs and can be adhered to long-term.
Engagement and Subscription
- Exclusive Content: Listeners are encouraged to visit [ThePerfectPortfolioBook.com](https://theperfectportfoliobook.com) for exclusive access to:
- Excerpts from the book
- The full book outline
- Early chapter previews
- Invitations to subscriber-only events
- Giveaways and special offers
Core Philosophy
- The main message of The Perfect Portfolio centers around:
- Understanding principles of successful investing
- Learning from historical trends
- Recognizing human behavior in investment choices
- Using theory to inform practical, personal investment decisions
Closing Remarks
- Lazaroff expresses gratitude for his audience and encourages them to subscribe for updates related to the book.
- He concludes by reiterating the importance of long-term investing and hints at returning to the podcast's regular content in future episodes.
Additional Notes
- The podcast serves as a platform for sharing financial insights and is not a substitute for professional investment advice.
- Listeners are reminded that the views expressed are personal opinions and not representative of Plancorp LLC's official stance.
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For more resources and information, visit [www.TheLongTermInvestor.com](http://www.thelongterminvestor.com).
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Transcript
Automatic transcript. May contain errors.0:28We all need to make smart decisions with our money. upcoming book, The Perfect Portfolio, due out in the third quarter of 2026. In just a few weeks, I'll be handing in a draft of my manuscript to the publisher, Harriman House. And some of you may remember when I published my first book called Making Money Simple back in 2019, I actually had two book ideas floating around in my mind. But at the time, I was helping build out BrightPlan, which for those of you who are not familiar, is a comprehensive solution to support employers in delivering best-in-class financial health and well-being benefits for their employees.
1:04And honestly, making money simple just felt like the perfect companion to that project. Plus, anyone who's written a book will tell you it is a huge commitment. And even though I set aside the perfect portfolio at the time, the idea never left me. It lingered and I think it's grown richer over the years as I let it marinate in my mind. And honestly, now that I'm nearly done with the manuscript, I am so glad I waited because I'm now ready to offer readers something really special. As I've read through the draft of The Perfect Portfolio, it's not just a follow-up, but the goal, and I hope I've really delivered here, is that it's a fresh take on timeless investing lessons combined with some really innovative ideas that I think even seasoned investors haven't encountered before.
1:53You might be wondering, I think, why would I be talking about a book that won't be available for at least another 12 months? And here is why. The exciting news that I have to offer you is that if you want an exclusive behind-the-scenes look as I put the finishing touches on this book, head on over to theperfectportfoliobook.com. And when you sign up, you'll immediately get a special series of three automated emails over the first three days, sharing excerpts and even the full book outline. And then after those first few days, you'll join the list for my regular book updates. And that's going to include subscriber only invitations to events, early chapter excerpts, giveaways and special offers.
2:37Again, that's the perfect portfolio book dot com. Do not miss out on this early access offer. Real quickly, before we sign off, you might be asking, what's The Perfect Portfolio all about? Well, without giving away too much or without reading off my entire book, I'd like to think that the book brings together all the elements necessary to construct an investment strategy uniquely tailored to your life. Because I've always said, there's no such thing as The Perfect Portfolio. There's only the one you can stick with. And so with that in mind, my goal for readers is to understand the principles of successful investing, how history can guide us, how human behavior affects our choices, and how theory informs practical decisions.
3:25It is very tempting to go deeper, but instead, I'll ask you one last time to visit theperfectportfoliobook.com, where I have the ability to share so much more thoroughly. And again, subscribers will be the first to know about exclusive content, special subscriber-only events and opportunities to engage directly with me as the launch approaches. One last thing is that if you already subscribe to my newsletter, be aware that this is entirely different. And so if you want book updates, this is the link to go to, I will put it at the top of the episode description. And next week, we'll get back to our regularly scheduled content.
4:03As always, I am so appreciative of you listening, of you following along. Thank you so much. And until next time, to long-term investing.
4:38is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of PlanCorp and BrightPlan may maintain positions in the securities discussed in this podcast.
From the publisher
Get updates for my new book: https://Theperfectportfoliobook.com
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Is there such a thing as a perfect portfolio?
In this short solo episode, Peter Lazaroff shares exciting news—his next book, The Perfect Portfolio, is coming in late 2026. Peter offers a behind-the-scenes look at what inspired the book, how it builds on timeless investing lessons, and why it’s designed to help you build a strategy you can actually stick with.
Get early access to exclusive content, excerpts, and updates at ThePerfectPortfolioBook.com.
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
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