The Long Term Investor

Oct 30 2024 100 ep. 25 mins 73
The Long Term Investor Podcast artwork

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.

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Why the Next Decade May Bring Lower Returns—And What It Means for You (EP.176)

Oct 30 2024 11 mins  
Are we entering a decade of low returns? Goldman Sachs projects that S&P 500 returns will average only 3% annually over the next ten years—far below the historical norm of 13% in the last decade. While I’m not a believer in predicting the future, there are several useful elements in their research worth discussing. In this episode, I’ll explore what’s behind this forecast

The Hidden Risks of Managing Money Solo In Marriage With Sara Gelsheimer (EP.175)

Oct 23 2024 27 mins  
What happens if the spouse who handles all the finances suddenly isn’t there? In this episode, Senior Wealth Manager Sara Gelsheimer of Plancorp joins us to explore why both spouses need to be involved in financial decisions. Whether due to sudden life changes or the realities of aging, having only one financial decision-maker can leave the other spouse unprepared for critical re

Why More Money Doesn’t Mean More Happiness—And What Does With Daniel Crosby (EP.174)

Oct 16 2024 40 mins  
Do you feel like something’s missing, even with a solid financial foundation? Or wonder if there’s a better way to use your money for happiness? In this episode, I sit down with Daniel Crosby, Ph.D., behavioral finance expert and author of The Soul of Wealth, to discuss why the traditional approach to money often leaves us wanting more—and what actually leads to lasting sat

Wall Street’s Evolution and What It Means for Investors With Josh Brown (EP.173)

Oct 09 2024 45 mins  
In this episode, we sit down with Josh Brown, CEO of Ritholtz Wealth Management, to explore the major shifts shaping Wall Street and what they mean for today’s investors. From the rapid rise of private equity and alternative investments to the growing influence of passive investing, Josh breaks down the trends every investor needs to understand. Listen now and learn: Why pri

Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates? (EP.172)

Oct 02 2024 9 mins  
The Tax Cuts and Jobs Act is set to expire in 2026, which could mean higher taxes for many. This upcoming tax law change has many asking: Should I do Roth conversion NOW to lower my taxes? Roth conversions can save you a lot of money—but you have to weigh multiple factors in a careful way. I’ll cover sample scenarios and careful considerations in today’s episode. Listen

A Framework For Evaluating Investment Fads With Marlena Lee (EP.171)

Sep 25 2024 44 mins  
In this episode, I’m joined by Marlena Lee from Dimensional Fund Advisors for a deep dive into evaluating investment fads and how to build better portfolios. We also explore the importance of global diversification and why certain investments may not belong in your long-term strategy. Listen now and learn: A framework for evaluating whether an investment fad deserves a place

A Low-Stress Way to Spend Guilt-Free and Keep Your Finances Healthy (EP.170)

Sep 18 2024 43 mins  
Things can get complicated quickly in the world of personal finance. From investing and budgeting to estate planning and insurance, there are multiple ways to accomplish what you need to get done. In today’s episode, you’ll hear an interview I did on “The Struggle Is Real” podcast. This interview dives into how to simplify investing and budgeting in a way that feels more

Skill, Luck, and Strategy: What Chess Can Teach You About Investing with Rubin Miller (EP.169)

Sep 11 2024 41 mins  
In this episode, we tackle one of the biggest challenges investors face: making smart, strategic decisions in an unpredictable market. Drawing inspiration from the game of chess, my guest Rubin Miller will explain how to think several steps ahead when it comes to your portfolio, outmaneuver market uncertainty, and avoid costly mistakes. We also discuss the role of “luck” in

What To Do When A CD Matures (EP.168)

Sep 04 2024 14 mins  
When a CD matures, you have several options: renewing the CD, moving the funds to a high-yield savings account, or exploring higher-risk, higher-reward investments. Each choice comes with its own set of benefits and drawbacks. Listen now and learn: Strategies for maximizing your earnings Whether you should renew your CD or move to a high-yield savings account When to move your

From Stock Picking To Systematic Investing Success With Wes Gray (EP.167)

Aug 28 2024 42 mins  
Wes Gray, founder of Alpha Architect, joins the show to explore the evolution from traditional stock picking to data-driven quantitative investing. Listen now and learn: Why even a perfect stock-picking strategy can still fail during market downturns The power of factor investing and how it systematically enhances portfolio returns A critical perspective on investing in eme