56 min

Ten of the Biggest Financial Mistakes Investors Make – And How To Avoid Them – With Peter Lazaroff Excess Returns

    • Investing

In this episode we change things up from our usual topics and focus on financial planning. No matter how much experience and training we have, all of us tend to make mistakes with our finances. We talk with Plancorp CIO Peter Lazaroff about ten of the most common financial planning mistakes he has seen, and how we can avoid making them. We discuss the importance of not interrupting compounding, the dangers of lifestyle creep, why buying a starter home often isn't a good idea and the importance of aligning your spending with your values, as well as many other topics. 

We hope you enjoy the discussion. 

ABOUT THE PODCAST

Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

SEE LATEST EPISODES

https://www.validea.com/excess-returns-podcast

FIND OUT MORE ABOUT VALIDEA

https://www.validea.com

FOLLOW OUR BLOG

https://blog.validea.com

FIND OUT MORE ABOUT VALIDEA CAPITAL

https://www.valideacapital.com

FOLLOW JACK

Twitter: https://twitter.com/practicalquant

LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

FOLLOW JUSTIN

Twitter: https://twitter.com/jjcarbonneau

LinkedIn: https://www.linkedin.com/in/jcarbonneau

In this episode we change things up from our usual topics and focus on financial planning. No matter how much experience and training we have, all of us tend to make mistakes with our finances. We talk with Plancorp CIO Peter Lazaroff about ten of the most common financial planning mistakes he has seen, and how we can avoid making them. We discuss the importance of not interrupting compounding, the dangers of lifestyle creep, why buying a starter home often isn't a good idea and the importance of aligning your spending with your values, as well as many other topics. 

We hope you enjoy the discussion. 

ABOUT THE PODCAST

Excess Returns is an investing podcast hosted by Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau), partners at Validea. Justin and Jack discuss a wide range of investing topics including factor investing, value investing, momentum investing, multi-factor investing, trend following, market valuation and more with the goal of helping those who watch and listen become better long term investors.

SEE LATEST EPISODES

https://www.validea.com/excess-returns-podcast

FIND OUT MORE ABOUT VALIDEA

https://www.validea.com

FOLLOW OUR BLOG

https://blog.validea.com

FIND OUT MORE ABOUT VALIDEA CAPITAL

https://www.valideacapital.com

FOLLOW JACK

Twitter: https://twitter.com/practicalquant

LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094

FOLLOW JUSTIN

Twitter: https://twitter.com/jjcarbonneau

LinkedIn: https://www.linkedin.com/in/jcarbonneau

56 min