EP 253: How to Save for Your Kids with Kali and Eric Roberge
Watch Now https://youtu.be/JNz5jtQciRo?si=-9p793jaeYL24ooo Listen Now In this episode, I sat down with Eric and Kali Roberge of Beyond Your Hammock and the Money for Life podcast to talk about one of the hardest parts of family finance: how to help your kids...
The Long Term Investor Now On Cable TV With Cheddar
Starting August 23, 2024 The Long Term Investor Podcast will air every Friday at 11 am ET on Cheddar TV, one of the fastest-growing media platforms in the United States. Cheddar News is distributed across 40+ cable, satellite, and digital platforms, including YouTube TV, Amazon, and Hulu.
Investopedia Top Financial Advisor: Peter Lazaroff Ranked #4 In U.S.
There are 100,000+ independent financial advisors in the U.S. The Investopedia 100 spotlights the top advisors in the country. In 2021, Peter Lazaroff was awarded the #10 spot.
What I Learned After 100 Episodes and 100K Downloads
I’m pulling back the curtain: Listeners will love this behind-the-scenes tour and aspiring podcasters will appreciate the transparency. Here’s what I’ve learned after 100 episodes and 100,000 downloads.
Plancorp Awarded for Growing the Right Way
When a business grows while keeping a clear focus on what’s most important—serving its clients—that’s worth celebrating.
2023 Tax Numbers At A Glance
Tax season for 2022 has officially started. However, while you’re reviewing and closing out your taxes for last year, it’s smart to look ahead to 2023 and review important key numbers.
Give to Charity Without Giving Up Your Tax Deduction Using a Donor Advised Fund
If you’re missing the deduction you used to receive for charitable giving, a donor-advised fund could be the answer
What You Need to Know About Bonds
Understanding how bonds work is important because it can help you feel more confident in this part of your portfolio and provide context to questions you might have about their performance.
10 Simple Tips For Better Investing
Good investing isn’t complicated. There are common mistakes to avoid and good habits smart investors should build. Here are ten important things you should know about investing.
Why Super Smart People Can Still Be Mediocre At Money Management
I’ve spent my entire career advising a wide range of successful people. Most of them are extremely intelligent but they aren’t always rational. And that can have a negative impact on their financial decisions.
Get A Free Financial Wellness Assessment
Take our assessment and quickly learn specific areas of your finances you should focus on to build and protect your wealth.
Peter Lazaroff, CFA, CFP® is Plancorp’s Chief Investment Officer, a financial advisor, speaker, and author of the book Making Money Simple.
