The Long Term Investor Podcast

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.

Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues.

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.

Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues.

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.

Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues.

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.

Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues.

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.

Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues.

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.

Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues.

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.

Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues.

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.

Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues.

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.

Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues.

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.

Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues.

Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well.

Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth, joins the show to discuss these issues.

Roger Whitney, host of Retirement Answer Man, shares his perspectives on helping individuals transition into retirement. Listen now and learn: How retirement differs from past generationsWays that planning beyond traditional financial models can improve retirement...

Last week the S&P 500 entered correction territory, which is defined as a 10% drop from the previous market peak. Listen now and learn: What recent losses mean from a historical perspectiveWhy Russia and Ukraine play a smaller role in the losses than you...

A conversation with Josh Bannerman, co-host of the mega hit podcast Stacking Benjamins. Although he chooses to be anonymous on his show, he is known for speaking freely about financial planning and investing. Listen now and learn: The story of how Stacking Benjamins...

U.S. inflation accelerated to 7.5% over the last 12 months. You don’t need to be an economist to realize that this headline number is a big deal for Wall Street and Main Street.  But as someone who works on Wall Street and lives on Main Street, I’m here to tell...

Investors are seeing losses in their bond portfolio. Given how low interest rates are today, mistakes in your bond portfolio are more costly than ever. PIMCO’s David Braun helps us understand what’s going on in the bond market. Listen now and learn: What’s going on in...

The stock market has fallen from it’s high. Even though these types of drawdowns are completely normal, some people SHOULD be more concerned, especially if any of the reasons discussed in this episode are true. Listen now and learn: The history of market losses4...

Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. Brian has written multiple bestselling books on the psychology of money: How I Invest My Money (2020), The Geometry of Wealth (2018), and The...

Peter answers questions he received while presenting to major U.S. corporations. Listen now and learn: How to invest for inflationThe ideal amount of crypto in your portfolioWhat’s a reasonable amount to pay in fund expenses and advisor fees Listen Now Show Notes Last...

Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances. She has twice been named to Barron’s list of 100 Most Influential Women in U.S. Finance. Listen now and learn: The...

Listen Now Peter answers your questions in his latest mailbag episode. Listen now to learn: What do to about an upcoming market downturnThe implications of investing at all-time highsHow to hedge inflation in your portfolio Show notes and links to resources for this...

Listen Now This is the third and final episode in a series on hiring an advisor.  The first two episodes Do It Yourself or Hire an Advisor and Not All Financial Advisors Are Created Equal focused on the basic differences among financial professionals. This episode...

Listen Now Watch Now https://youtu.be/cgZQzmEBuIg Tadas Viskanta is the Founder and Editor of Abnormal Returns which highlights the best financial and investment content every day.  There is far more information available than any one person can digest, and yet...

Listen Now While having a good advisor is one of the best decisions you can make, choosing the wrong advisor can do more harm than good. If you are going to hire a professional, the biggest investment you can make is in the time you put into selecting the right...

Listen Now Watch The Interview https://youtu.be/O7crTvOaUmQ Peter is joined by Caleb Silver, Editor in Chief of Investopedia and host of The Investopedia Express podcast. As one of the leading financial journalists today, Caleb shares his unique perspective on market...

Listen Now Should you manage your money or hire a professional to help? In the first of a three-part series on hiring an advisor, you will learn: How to think about doing any given task versus hiring a professionalThe value of an advisor according to a prominent...

Listen Now Watch The Interview https://youtu.be/Pb5PwCIQBtc Peter interviews Gerard O’Reilly, Co-Chief Investment Officer and Chief Investment Officer of Dimensional Fund Advisors, which manages $653 billion for clients across the globe. Listen now and learn: Gerard’s...

Listen Now With so many different investments, how should you choose what to include in your portfolio? Listen now and learn: The tradeoffs between implementing a bad idea and missing out on a good oneA framework for determining whether higher performance is the...

Listen To the Episode Watch The Interview https://youtu.be/N9W76HJygVo Peter interviews fellow Chief Investment Officer and investment-industry thought leader, Phil Huber. Phil Huber is a wealth management practitioner and an investment-industry thought leader. As a...

Listen Now Peter answers your questions in his latest mailbag episode.  This episode covers reader and listener questions about: How to estimate spending in retirementAt what point should you stop saving for retirementConsiderations for refinancing in 2022 Show...

Listen Now Cryptocurrency investors have been clamoring for a bitcoin ETF to make it easier for average investors to gain exposure to the crypto market without having to mine bitcoin themselves. The wait is finally over, so now the question is whether the Bitcoin ETF...

While people tend to focus more of their attention towards the stock portion of their portfolios, but understanding the underlying fundamentals of your bond portfolio is important too. The biggest mistakes investors make tend to occur when yields are their lowest, so...

The national debt is always a hot topic, particularly when the country bumps up against the debt ceiling.  Information from the media is often incomplete or biased, so it’s hard to understand what the implications are for investors. Listen now and learn: How the...

Lifestyle creep happens when your spending rises with your income and you adjust to a more expensive way of living. Once you get used to a certain lifestyle, cutting back can be very hard to do. Listen now and learn about: How this sneaky financial phenomenon can...

Democrats on the House Ways and Means Committee released their tax proposals on September 13, with the legislation covering a wide range of tax issues. Brian King, Chief Planning Officer at Plancorp, joins Peter on this episode to sort out the wide range of tax issues...

In 2020, the global stock market had 155.7 million trades per day worth $554.6 billion dollars.  The market prices you see at any given moment reflect the buying and selling by millions of market participants incorporating all known information about a company....

A growing number of investors are interested in Environmental, Social and Governance investing, known as ESG. That term is becoming more common, but ESG still means different things to different people. While some investors are drawn to the socially responsible side...

Peter answers listener questions in this Mailbag Episode. Listen now and learn: Why housing is consumption and not an asset How to think about the ideal investment mix for retirement How to prioritize paying down student debt vs investing Episode Outline Welcome to...

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...

As the stock market continues to reach new highs, it’s tempting to think about the possibility of buying and selling at just the right moment. Here’s a dirty little secret that most of the investment industry doesn’t want you to know: Time is more important than...

If there is a universal investment ideal, it’s that every investor wants to buy low and sell high. Rebalancing does just that.  In today’s episode, I’m going to explain rebalancing at a high level with some simple examples, point out some practical to challenges...

Inflation has been dominating the headlines for a few months now. With the risk of higher inflation on the way, one might wonder how to invest in such a scenario. After all, growing your hard-earned savings at a rate greater than inflation is the primary reason to be...

We often feel regret when we can clearly envision the alternative paths we didn’t take and decide those paths would have been better than the one we ultimately chose. It’s particularly easy to see the alternatives after the fact when you are an investor. Winning...

In the final installment of a three part series, Peter walks through the third section of Making Money Simple: The Complete Guide To Getting Your Financial House in Order and Keeping It That Way Forever. The first episode focuses on creating a system for financial...

In the second installment of a three-part series, Peter walks through the investing chapters of Making Money Simple: The Complete Guide To Getting Your Financial House in Order and Keeping It That Way Forever. The prior episode focuses on creating a system for...

One of the trickiest things about personal finance is the sheer number of choices. It doesn’t matter the details of your specific situation – we all face countless decisions and each option comes with a lot of underlying complexity.  So many people struggle to...

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 lessonThe metrics Peter uses most often...

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 lessonThe metrics Peter uses most often...

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...