The Long Term Investor Podcast

We all need to make smart decisions with our money. The Long Term Investor shows you how to do it. Listen and learn how to invest your money with confidence.

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Episodes

EP 49: “The Bond King” with Mary Childs of NPR Planet Money

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.

EP 48: Are We Headed For A Bear Market?

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.

EP 46: The Art of Better Recordkeeping

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.

EP 44: Is the Bond Market Predicting a Recession?

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.

EP 43: Just Keep Buying with Nick Maggiulli

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.

EP 42: Your 401(k) Questions Answered

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.

EP 40: How to Prepare for a Market Downturn

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.

EP 39: The Importance of Holistic Wellbeing with Joy Lere

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.

EP 38: How to Rock Retirement with Roger Whitney

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...

EP 37: What To Do When the Market Drops

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...

EP 35: 7 Reasons I’m Not Worried About Inflation

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...

EP 34: What To Do About Bonds Right Now with PIMCO’s David Braun

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...

EP 33: 4 Reasons To Worry About Market Volatility

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...

EP 31: Investing For Inflation, Cryptocurrency, and Advisor Fees

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...

EP 30: Your 2022 Financial To-Do List With Christine Benz

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...

EP 28: How To Interview An Advisor

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...

EP 27: How to Consume Financial Information With Tadas Viskanta

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...

EP 26: Not All Financial Advisors Are Created Equal

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...

EP 25: An Inside Look At Investopedia with Caleb Silver

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...

EP 24: Do it Yourself or Hire an Advisor?

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...

EP 22: To Add or Not To Add?

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...

EP 21: Alternative Investments With Phil Huber

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...

EP 19: Should You Invest in a Bitcoin ETF?

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...

EP 18: What You Need to Know About Bonds

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...

EP 17: Debt Ceiling Debacle and the Growing U.S. National Debt

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...

EP 16: Lifestyle Creep

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...

EP 15: 2021 Year-End Tax Planning With Brian King

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...

EP 14: How Markets Work

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....

EP 13: ESG Investing

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...

EP 11: Where to Save for Retirement

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...

EP 10: The Secret to Timing the Market

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...

EP 9: The Best Way to Rebalance Your Portfolio

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...

EP 8: Investing For Inflation

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...

EP 7: Minimizing Regret

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...

EP 6: Making Money Simple (Part III)

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...

EP 5: Making Money Simple (Part II)

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...

EP 4: Making Money Simple (Part I)

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...

EP 3: You Don’t Live In A Spreadsheet

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...

EP 2: How I Invest My Money

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...

EP 1: What Does It Mean to Be a Long-Term Investor?

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...

Meet Your Host

Hosted by the Chief Investment Officer of Plancorp and author of Making Money Simple, Peter Lazaroff shares practical advice on how to make smart decisions with your money and investments. A go-to source for top media outlets like CNBC, The Wall Street Journal, and Forbes, Peter unpacks the clear and strategic approach he uses to oversee the management of $6 billion at Plancorp.

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