Podcast · 183 episodes
The Long Term Investor, page 2
by Peter Lazaroff · English
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.
All episodes, page 2
How to Save for College Without Worrying About Saving Too Much (EP.252)How to save for college using 529 plans without fear of overfunding, and how to use the newer 529-to-Roth IRA rollover rules as a limited “backup valve” rather than a goal; also when custodial…15 Apr 2026 · 13 min · 4 chapters
Trump Accounts vs. Custodial Accounts: What Parents Should Actually Care About (EP.251)The episode explains “Trump accounts” (a new tax-advantaged child savings account), how they work, and how they compare to custodial taxable accounts and 529 plans.8 Apr 2026 · 13 min · 6 chapters
Can Active Managers Beat the Market? Anu Ganti of S&P Dow Jones Breaks Down the Data (EP.250)The episode uses S&P Dow Jones Indices’ SPIVA scorecard and its persistence scorecard to explain why beating benchmarks is difficult for active managers, even in “stock picker” markets, and what…1 Apr 2026 · 38 min · 16 chapters
What Actually Drives Stock Prices? Sam Ro on Earnings, Valuations, and Market Noise (EP.249)What drives stock prices—earnings vs headlines/valuations/market noise—using geopolitical examples (U.S.-Iran, Strait of Hormuz) and valuation history (P/E, profit margins).25 Mar 2026 · 48 min · 27 chapters
How to Pursue Excellence and Stay Human in the Age of AI With Brad Stulberg (EP.248)In this episode of *The Long Term Investor*, host Peter Lazaroff interviews Brad Stulberg, New York Times bestselling author, about his new book *The Way of Excellence*.18 Mar 2026 · 43 min · 18 chapters
How to Evaluate an ETF for a 351 Exchange: The Checklist to Get It Right (EP.247)How to Evaluate an ETF for a 351 Exchange: The Checklist to Get It Right11 Mar 2026 · 11 min · 4 chapters
The Hidden Mechanics of ETFs: APs, Creation Units, and Pricing (EP.246)Peter Lazaroff, Chief Investment Officer at Plancorp4 Mar 2026 · 11 min · 5 chapters
How ETFs Come to Market: From Idea to Ticker (EP.245)Peter Lazaroff, Chief Investment Officer at Plancorp25 Feb 2026 · 16 min · 6 chapters
SpaceX IPO: What IPOs Really Are—and Why Your Plan Doesn't Need Them (EP.244)In this episode, Peter Lazaroff, the host and Chief Investment Officer at Plancorp, explores the dynamics of Initial Public Offerings (IPOs), particularly in the context of the much-anticipated…18 Feb 2026 · 12 min · 5 chapters
The Importance of Working With A High-Quality Advisor with Plancorp's Ranie Verby (EP.243)Peter Lazaroff, Chief Investment Officer at Plancorp11 Feb 2026 · 34 min · 15 chapters
How to Think About Investing in AI (EP.242)In this episode, Peter Lazaroff discusses the implications of investing in artificial intelligence (AI) within a long-term investment strategy.4 Feb 2026 · 7 min · 3 chapters
Vanguard's Return Forecasts Explained: What the Percentiles Really Mean with Kevin DiCiurcio (EP.241)Peter Lazaroff, Chief Investment Officer at Plancorp28 Jan 2026 · 39 min · 14 chapters
Inside the Engine: The Assumptions Behind Your Monte Carlo Retirement Plan (EP.240)In this episode, Peter Lazaroff, Chief Investment Officer at Plancorp, discusses the foundational assumptions behind Monte Carlo analysis, a critical tool used in retirement planning.21 Jan 2026 · 11 min · 5 chapters
The 2026 Market Outlook: Earnings, the Fed, the Magnificent Seven, and Long-Term Investing with Liz Ann Sonders (EP.239)The 2026 Market Outlook: Earnings, the Fed, the Magnificent Seven, and Long-Term Investing with Liz Ann Sonders14 Jan 2026 · 53 min · 22 chapters
Talking Shop with Rubin Miller (EP.238)In this unscripted episode of *The Long Term Investor*, host Peter Lazaroff engages in a casual yet insightful dialogue with Rubin Miller.7 Jan 2026 · 42 min · 22 chapters
Talking Shop with Ashby Daniels (EP.237)Peter Lazaroff, Chief Investment Officer at Plancorp and author of “Making Money Simple.”31 Dec 2025 · 47 min · 26 chapters
How to Choose Your Stock/Bond Mix (and Stick With It When Markets Get Ugly) (EP.236)Peter Lazaroff, Chief Investment Officer at Plancorp24 Dec 2025 · 17 min
Why Your Bond Questions Are Really About Cash (EP.235)Peter Lazaroff, Chief Investment Officer at Plancorp17 Dec 2025 · 13 min
Index vs Factor Investing (EP.234)Peter Lazaroff, Chief Investment Officer at Plancorp10 Dec 2025 · 13 min
What Is The Market Portfolio—And How Should It Influence How We Invest? (EP.233)Peter Lazaroff, Chief Investment Officer at Plancorp3 Dec 2025 · 17 min
The Latest Innovation in ETFs and Mutual Funds: Share Class Exemptive Relief, Explained — with Marlena Lee (EP.232)The Latest Innovation in ETFs and Mutual Funds: Share Class Exemptive Relief, Explained — with Marlena Lee26 Nov 2025 · 36 min
Before You Add Alternatives: How to Tell if Private Markets Fit Within Your Plan (EP.231)Before You Add Alternatives: How to Tell if Private Markets Fit Within Your Plan19 Nov 2025 · 39 min
Year-End Equity Comp Playbook With John Owens (EP.230)John Owens, Managing Partner at Brooklyn Fi12 Nov 2025 · 34 min
Why Everyone Suddenly Loves Gold (and What Could Go Wrong) (EP.229)Peter Lazaroff, Chief Investment Officer at Plancorp, author of *Making Money Simple*.5 Nov 2025 · 11 min