How does an award-winning Chief Investment Officer invest his own assets? In this episode, Peter shares how he handles his own assets, liabilities, and spending habits. Listen in and learn: The story of Peter’s first money lesson The metrics Peter uses most...
Developing and executing an estate plan is one of the most important pieces of your financial plan. While you are alive, the estate planning process allows you to manage and preserve your assets during your lifetime. At death, your estate plan allows you to conserve...
One of the trickier decisions of saving for retirement is determining which accounts to prioritize with your savings. Is it most important to max out a 401(k) before an IRA? At what point should you use a taxable account for retirement savings? How does debt play into...
What does it mean to be a long term investor? In this episode, Peter shares his definition of being a long-term investor and how it shapes the framework for making investment decisions. Listen in and learn: Whether 3, 5, 10, or 20 years qualifies as “long term”Why...
Homeownership has long been one of the biggest goals for Americans to achieve, and a cornerstone of the traditional American Dream. More than 65% of the US population owns their home – but without the help of a mortgage, many of those homeowners couldn’t afford to...
