The Long Term Investor

Peter Lazaroff
  • 0,0 (0)
  • INVERSIONS
  • SETMANAL
The Long Term Investor

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.

  1. FA 1 DIA

    Why ‘The Intelligent Investor’ Still Matters in a Fast-Paced Market With Jason Zweig

    Are today’s markets testing your patience, or making you question your strategies? Jason Zweig believes that timeless investment wisdom is more relevant now than ever. In this episode, we’re recording live from the New York Stock Exchange as Zweig discusses why Benjamin Graham’s "The Intelligent Investor" remains a cornerstone of disciplined investing. Zweig shares insights on the psychological challenges investors face, the role of human nature in decision-making, and why mastering market psychology is key to achieving lasting success. Listen now and learn: Why core investment principles remain crucial in a fast-paced world How to make market psychology work for, not against, you Strategies to recognize and manage emotional biases in investing The true meaning of being an intelligent investor Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

    36 min

  2. 6 DE NOV.

    Post Election Thoughts

    Markets are driven by countless factors—consumer demand, innovation, interest rates, global trade, and more. Sure, policies can create a little wind in the sails for certain segments of the market, or a bit of a headwind, but presidents don’t hold the wheel. Listen now and learn: The limited impact of politics on stock markets The challenges faced by the US economy How the US stacks up in the two most important drivers of economic growth Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

    12 min

  3. 30 D’OCT.

    Why the Next Decade May Bring Lower Returns—And What It Means for You

    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 and what it means for investors. Plus, how to adapt to the shifting landscape with strategies that go beyond the traditional S&P 500. Listen now and learn: How one goes about forecasting future returns in the first place Historical instances where stocks underperformed cash for more than a decade Implications and actionable considerations for a period of lower US stock returns Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

    11 min

  4. 23 D’OCT.

    The Hidden Risks of Managing Money Solo In Marriage With Sara Gelsheimer

    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 responsibilities. Sara shares practical steps and real-life examples that highlight the importance of financial involvement for both partners. Listen now and learn: The risks of relying on a single household financial decision-maker Actionable steps the “non-money” spouse can take to build confidence How couples can foster financial alignment and open communication The benefits of choosing an advisor both spouses trust Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. [00:04] The Risks of Having Only One Financial Decision-Maker [02:24] Key Statistics on Women and Financial Literacy [04:41] The Benefits of Both Spouses Being Financially Informed [06:16] Real-Life Examples of Preparing Non-CFO Spouses [11:05] Actionable Steps for the Non-CFO Spouse [14:48] How the CFO Spouse Can Help Their Partner [18:33] How to Choose a Financial Advisor for Both Spouses [22:50] Resources for the Non-CFO Spouse

    28 min

  5. 16 D’OCT.

    Why More Money Doesn’t Mean More Happiness—And What Does With Daniel Crosby

    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 satisfaction. Tune in to learn how to align your financial journey with deeper values, break free from social comparison, and take practical steps toward a more meaningful, joy-filled life.   Listen now and learn: The best way to spend money on yourself How social comparison impacts financial decisions Why relationships have such a powerful impact on financial well-being   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [0:30] The Inspiration Behind The Soul of Wealth  [2:10] Charitable Giving and the Path to Abundance   [05:15] Investing in Your Well-Being and Personal Development [10:10] The Impact of Social Comparison on Financial Decisions   [17:00] Developing Better Habits for Financial Success [23:00] The Power of Relationships in Wealth and Happiness [27:30] The Link Between Money and Happiness  [33:20] Continual Learning and the Power of Novelty

    40 min

  6. 9 D’OCT.

    Wall Street’s Evolution and What It Means for Investors With Josh Brown

    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 private equity and alternative investments are gaining traction The top 3 ways advisors add value beyond just picking investments How technology is helping investors avoid emotional decisions during market corrections   Whether you’re a DIY investor or work with an advisor, this episode will give you a clear view of the forces driving today’s financial landscape—and how you can use them to your advantage.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [1:10] The Shift from Traditional Media to Blogs and Social Media [6:10] The Growth of Passive Investing and its Impact on Wall Street [9:05] Private Equity and Alternative Investments [17:45] Advisors' Role in Navigating Financial Trends [24:50] The Value of Financial Advisors and DIY Investors   [28:00] Market Corrections and Investor Behavior [39:50] Josh Brown’s Work on Billions

    46 min

  7. 2 D’OCT.

    Tax Hikes Ahead: Should You Do A Roth Conversion To Lock In Rates?

    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 now and learn:    Who benefits most from Roth conversions and why How timing and your tax bracket can make or break a Roth conversion strategy 4 real-life examples of using Roth conversions to lower taxes Why a calculated, strategic approach to Roth conversions is essential   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

    10 min

  8. 25 DE SET.

    A Framework For Evaluating Investment Fads With Marlena Lee

    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 in your portfolio. The truth about private investments and why gold or crypto might not be the hedges you think they are. Why past performance and company size don’t always indicate future returns.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   [0:40] Eugene Fama’s Contributions to Finance [6:39] Evaluating Investment Fads  [11:10] Scarcity, Growth Stocks, and Extrapolating Returns   [14:13] The Importance of Global Diversification   [29:46] Gold and Cryptocurrencies as Investments   [36:36] Hedge Funds and Private Investments

    44 min
Veure-ho tot (100)

Informació

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.

Fitxa tècnica

  • Creació
    Peter Lazaroff
  • Anys en actiu
    2021 - 2024
  • Episodis
    100
  • Qualificació
    Apte
  • Copyright
    © Copyright Peter Lazaroff
  • Lloc web del programa
    The Long Term Investor

També et pot agradar

Per escoltar episodis amb contingut explícit, inicia la sessió.

Estigues al dia d’aquest programa

Inicia la sessió o registra’t per seguir programes, desar episodis i rebre les novetats.
Selecciona un país o una regió

Àfrica, Orient Mitjà i l’Índia

Àsia-Pacífic

Europa

Llatinoamèrica i el Carib

Estats Units i Canadà