Podcast · 183 episodes
The Long Term Investor, page 3
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 3
Stop Keeping Score: Power & Fairness With Money Ft. Heather and Doug Boneparth (EP.228)In this episode, Peter Lazaroff speaks with Heather and Doug Boneparth about the dynamics of fairness in financial conversations within couples.29 Oct 2025 · 35 min
Should You Move to Cash When Markets Hit All-Time Highs? (EP.227), Chief Investment Officer at Plancorp and author of “Making Money Simple.”22 Oct 2025 · 12 min
From Numbers to Meaning When Building Your Retirement Plan with Carl Richards (EP.226)Peter Lazaroff, Chief Investment Officer at Plancorp15 Oct 2025 · 38 min
Trapped By Taxes? How 351 Exchanges Let You Diversify Without Selling Your Stock (EP.225)Peter Lazaroff, Chief Investment Officer at Plancorp8 Oct 2025 · 13 min
Year-End Tax Planning After the OBBBA (EP.224)Peter Lazaroff, Chief Investment Officer at Plancorp1 Oct 2025 · 31 min
Bond Funds vs Individual Bonds: What's Best for Your Portfolio? (EP.223)Peter Lazaroff, Chief Investment Officer at Plancorp and author of “Making Money Simple”24 Sep 2025 · 15 min
M&A, Valuations, and the Future of RIAs — A Conversation with Ian Wenik (EP.222)In this episode, Peter Lazaroff converses with Ian Wenik, the editor at Citywire RIA, discussing the intricacies of the RIA and wealth management industry, including M&A trends, valuations, and the…17 Sep 2025 · 33 min
Muni Bonds Explained: How To Incorporate Tax-Free Income With Investing For Retirement (EP.221)In this episode, Peter Lazaroff, Chief Investment Officer at Plancorp, provides an in-depth look at municipal bonds (munis) and their role in a retirement-focused investment strategy.10 Sep 2025 · 17 min
Can AI Keep Driving the Stock Market Higher? Callie Cox Explains (EP.220)Callie Cox, Chief Market Strategist at Ritholtz Wealth Management3 Sep 2025 · 36 min
Mutual Funds vs ETFs vs SMAs: Which is the Best For You? (EP.219)In this episode of *The Long Term Investor*, hosted by Peter Lazaroff, the discussion revolves around the key differences between mutual funds, Exchange-Traded Funds (ETFs), and Separately Managed…27 Aug 2025 · 27 min
How Evidence-Based Advice Adds Up to 3% In Net Returns With Fran Kinniry (EP.218)In this episode of *The Long Term Investor*, hosted by Peter Lazaroff, the focus is on the 25th anniversary of Vanguard's *Advisor Alpha* framework, designed to illuminate the value of financial…20 Aug 2025 · 36 min
Reset Your Portfolio Expectations (Before It's Too Late) (EP.217)Peter Lazaroff, Chief Investment Officer at Plancorp13 Aug 2025 · 37 min
The Power of Humility in Investing with Dan Rasmussen (EP.216)In this episode, *Peter Lazaroff*, Chief Investment Officer at Plancorp, engages with *Dan Rasmussen*, author of *The Humble Investor*, to explore the often-overlooked role of humility in investing.6 Aug 2025 · 40 min
Why Tax Benefits Shouldn’t Drive Your Investment Decisions with Adam Cmejla (EP.215)Why Tax Benefits Shouldn’t Drive Your Investment Decisions with Adam Cmejla30 Jul 2025 · 42 min
The Wealth Ladder: How Income, Spending, and Happiness Are Connected With Nick Maggiulli (EP.214)In this episode of *The Long Term Investor*, host Peter Lazaroff speaks with Nick Maggiulli, author of the blog *Of Dollars and Data* and the book *The Wealth Ladder*.23 Jul 2025 · 33 min
Why Is the U.S. Dollar Declining—and What Does It Mean for Investors? (EP.213)Chief Investment Officer at Plancorp, author of “Making Money Simple”16 Jul 2025 · 10 min
2025 Midyear Market Update: Navigating Volatility, Tariffs, and Global Opportunities (EP.212)In this midyear update, host Peter Lazaroff, Chief Investment Officer at Plancorp, reviews significant trends shaping markets, economics, and politics in 2025.9 Jul 2025 · 8 min
5 Investing Lessons Hidden In Market History (EP.211)Peter Lazaroff, Chief Investment Officer at Plancorp2 Jul 2025 · 7 min
How Not to Invest: Avoiding Common Mistakes and Dangerous Financial Advice with Barry Ritholtz (EP.210)Peter Lazaroff, Chief Investment Officer at Plancorp25 Jun 2025 · 49 min
Announcing My New Book: The Perfect Portfolio (EP.209)In this episode, host Peter Lazaroff shares exciting news about his upcoming book, The Perfect Portfolio, set to be released in late 2026.18 Jun 2025 · 5 min
Lessons on Investing, Market Crises, and the Power of Staying Calm With CNBC's Bob Pisani (EP.208)Peter Lazaroff, Chief Investment Officer at Plancorp11 Jun 2025 · 39 min
TACO Investing: Navigating Market Volatility in the Age of Policy Whiplash (EP.207)In this episode of *The Long Term Investor*, hosted by Peter Lazaroff, the concept of "TACO investing" is introduced, which stands for "Trump Always Chickens Out." This term encapsulates the cyclical…4 Jun 2025 · 10 min
Redefining Behavioral Finance for the Modern Investor with Brian Portnoy (EP.206)In this episode of *The Long Term Investor*, host Peter Lazaroff engages with Brian Portnoy, a behavioral finance expert, to explore advanced concepts in behavioral finance and its implications for…28 May 2025 · 50 min
I'm Close to Retirement and the Market is Crazy…Now What? (EP.205)I'm Close to Retirement and the Market is Crazy…Now What?21 May 2025 · 11 min