Best Peter Lazaroff Podcasts (2024)

1
Why You Don’t Have to Pick Winning Stocks (EP.166) 13:22

3h ago13:22

13:22

In the realm of investing, nothing is more seductive than picking a winning stock. Unfortunately, investing in individual stocks is incredibly risky. But here’s the good news: picking winning stocks isn’t necessary. Listen now and learn: A history of individual stock returns How professional investors perform The best way to own winning stocks Visi…

1
Debunking Dividend Investing Myths ft. Taylor Schulte (EP.165) 32:42

3h ago32:42

32:42

Taylor Schulte joins the show for a dive deep into the world of dividend investing. Tune in as we debunk common myths and provide a clear framework for building a successful investment portfolio. Listen now and learn: The drawbacks of chasing high-yield investments and how to build a balanced portfolio How dividend-focused funds perform relative to…

1
A Routine Stock Market Pullback (EP.164) 8:46

6d ago8:46

8:46

With the S&P 500 rapidly declining over the past two weeks, what should investors be doing? Listen now and learn: How often the stock market falls What triggered the most recent stock market decline Timeless wisdom for periods of stock market losses Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.…

1
How to Use Alternative Investments With Phil Huber [LIVE] (EP.163) 43:56

15d ago43:56

43:56

If you want to maximize your investing returns beyond what traditional methods offer, discover leading edge opportunities, or simply stay up to date on the latest investing trends, alternative investments may be for you. The pursuit of diversification is not as straightforward as it once was — and the classic 60/40 portfolio may no longer be suffic…

1
When Tax-Loss Harvesting Makes Sense (And When It Doesn’t) (EP.162) 14:01

20d ago14:01

14:01

In this episode, we're dissecting a strategy that many believe is a must-do for every investor: Tax-Loss Harvesting (TLH). But what if I told you that this widely recommended tactic might not be beneficial for everyone? Listen now and learn: The three components necessary to derive value from tax loss harvesting Reasonable expectations of value fro…

1
How to Reduce Your Investing Anxiety Using A Stoic Approach With Darius Foroux (EP.161) 46:38

1M ago46:38

46:38

If you’ve ever felt anxious or overwhelmed by market volatility, don't miss this episode. I’m joined by Darius Foroux, a newsletter writer to 100,000 subscribers and author of the brand new book The Stoic Path to Wealth. His steady approach helps investors navigate the chaos of modern-day markets with discipline, emotional distance, and self-master…

1
How Will The US Presidential Election Impact The Stock Market? (EP.160) 4:46

1M ago4:46

4:46

This episode dives into a topic that grabs investors’ attention every four years: the Presidential election. The potential impact on the economy, policy, and markets often leads to increased anxiety and speculation. Listen now and learn: The historical impact of elections on the stock market How markets have performed during different presidencies …

1
The Sustainability of Social Security and What it Means For You (EP.159) 15:28

1M ago15:28

15:28

There are few topics as broadly misunderstood as US government spending and, as a result, many conversations regarding Social Security are off the mark. The financial well-being of Social Security is obviously important from a policy perspective, but perhaps even more important from a financial planning and personal investment perspective. Listen n…

1
Will The US National Debt Cause Problems Soon? (EP.158) 17:12

2M ago17:12

17:12

The US national debt is a significant and often misunderstood topic: With the current debt sitting at around $34.6 trillion, many wonder if this signals an impending crisis. Peter breaks down what this figure means and explores the broader implications (many of which may surprise you). Listen now and learn: Differences between the deficit, the debt…

1
Why the US Dollar Rules the World: A Deep Dive into Reserve Currencies (EP.157) 12:02

2M ago12:02

12:02

While the US dollar currently enjoys a dominant position as the world's reserve currency, various factors could challenge its supremacy. Emerging economies, digital currencies, geopolitical shifts, and global financial reforms all pose potential threats. Understanding these dynamics is crucial for navigating the future of global finance. Listen now…

1
Jesse Cramer On The Astounding Math Behind Car Ownership (Rewind) (EP.156) 37:10

2M ago37:10

37:10

Jesse Cramer, author of The Best Interest, joins the show to share his in-depth research into the astounding math behind car ownership. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for the impact big purchases can have on …

1
Ashby Daniels Challenges Conventional Wisdom (Rewind) (EP.155) 43:47

3M ago43:47

43:47

The problem with conventional wisdom is that it represents the masses, but there's a whole host of things that conventional wisdom gets wrong. By default, that feeds into what investors get wrong. This episode with Ashby Daniels originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as re…

1
Michael Kitces On AI And The Evolution Of Financial Advice (Rewind) (EP.154) 33:09

3M ago33:09

33:09

Michael Kitces is one of the industry’s leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going forward. This episode originally aired in 2023 and was a top interview of the year. Al…

1
Carl Richards On What Real Financial Advice Means (Rewind) (EP.153) 41:04

3M ago41:04

41:04

In this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for y…

1
Burton Malkiel on A Random Walk Down Wall Street (Rewind) (EP.152) 48:49

3M ago48:49

48:49

Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy. Listen no…

1
The Pursuit of Meaningful Wealth ft. Khe Hy (EP.151) 36:50

4M ago36:50

36:50

Khe Hy of Rad Reads and The Examined Life Podcast joins to discuss the pursuit of meaningful wealth by balancing money, time, and happiness. Listen now and learn: Why not all hours are valued equally and the importance of aligning activities with true life purposes How the value of money diminishes as wealth growths The issue with retirement planni…

1
Roth vs Traditional 401(k)s: Which Is Right For You? (EP.150) 10:41

4M ago10:41

10:41

How do you choose between a Roth and a Traditional 401(k)? Explore the financial implications of each option as we break down what it means for your current taxes, future gains, and overall retirement strategy. Listen now and learn: How to strategically choose the right 401(k) type based on your career stage and future income expectations. Benefits…

1
Financial Planning for Female Breadwinners ft Sara Gelsheimer (EP.149) 31:14

4M ago31:14

31:14

This episode welcomes back Sara Gelsheimer, Senior Wealth Manager at Plancorp, to discuss the challenges and strategies for female breadwinners, balancing career and family, and the importance of integrating mental wellness into financial planning. Listen now and learn: The importance of becoming more involved and confident in your financial life P…

1
Investing at All-Time Highs and Preparing For the Next Market Crash (EP.148) 40:00

4M ago40:00

40:00

Originally aired on The Best Interest Podcast, Peter shares insights on why all-time highs are more common than one might think, the importance of maintaining a long-term perspective, and why trying to time the market is an unwise strategy. Listen now and learn: How often you should expect corrections and bear markets The primary long-term driver o…

1
What is the Retirement Podcast Network? ft Taylor Schulte and Benjamin Brandt (EP.147) 31:20

5M ago31:20

31:20

Taylor Schulte and Benjamin Brandt join the show to talk about the Retirement Podcast Network and share valuable perspectives on various retirement-related topics. Listen now and learn: How to leverage the Retirement Podcast Network to enhance your retirement readiness The major pain points retirees and those planning for retirement face Diverse id…

1
Is the S&P 500 Too Concentrated? (EP.146) 10:45

5M ago10:45

10:45

In this episode, we delve into the complexities of the S&P 500's index concentration, spotlighting the unprecedented impact of the 'Magnificent 7' on market dynamics and investor strategies. Listen now and learn: The historical context and current state of S&P 500 market concentration. Diversification strategies for mitigating investment risks asso…

1
Behind The Scenes: How Peter Views Portfolio Construction (EP.145) 33:34

5M ago33:34

33:34

In this episode, Peter shares his interview from Investipal’s Podcast about all things portfolio construction and investment management. Listen now and learn: How Peter thinks about designing portfolios When to think about deviating from an index strategy Novel ways to remove bias from a portfolio decision Visit www.TheLongTermInvestor.com for show…

1
Why You Must Take Capital Gains to Rebalance Your Portfolio (EP.144) 13:59

5M ago13:59

13:59

When it comes to the disciplined approach of portfolio rebalancing, investors often find themselves in a conundrum, particularly with the necessity of realizing capital gains. This episode explores the tradeoff between maintaining a strategic, long-term asset allocation versus a higher tax bill. Listen now and learn: Why many investors might soon n…

1
How to Define What is “Enough” Financially with Manisha Thakor (EP.143) 31:15

5M ago31:15

31:15

Manisha Thakor, author of MoneyZen: The Secret to Finding Your “Enough,” joins the show to share practical steps to embrace a life of “enough.” Listen now and learn: Strategies to resist societal pressures that equate success with perpetual accumulation. Ways to recognize when you have enough and how this realization can transform your approach to …

1
Why Nvidia's Boom Isn’t a Missed Opportunity (EP.142) 13:34

6M ago13:34

13:34

In this episode, we delve into the heart of Nvidia’s recent surge and why it's not the missed opportunity it might seem. Listen now and learn: Nvidia’s role in the AI and tech boom Strategies to overcome feeling like you "missed an investment opportunity" Why you do not need to chase "hot stocks" to be a successful investor Visit www.TheLongTermInv…

1
Evaluating Retirement Withdrawal Strategies with Christine Benz (EP.141) 29:26

6M ago29:26

29:26

In this episode, we’re joined by Christine Benz, Director of Personal Finance at Morningstar, who shares fascinating insights from her latest co-authored paper: "The State of Retirement Income 2023." Listen now and learn: Motivations for safe withdrawal rate research Nuances of the 4% withdrawal rule Implications of today’s environment for retireme…

1
5 Reasons You Need a Financial Plan That Have Nothing to Do With Money (EP.140) 11:14

6M ago11:14

11:14

You need money for everything, but money isn’t everything. That’s why there are a number of non- financial reasons you ought to embrace financial planning. Listen now and learn: How blueprinting your life goes beyond a budget How financial planning can strengthen your bond with loved ones How a financial plan turns time from a fleeting resource int…

1
Advanced Executive Compensation Strategies With Derek Jess (EP.139) 27:08

6M ago27:08

27:08

The conversation continues with Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, who returns to delve deeper into executive compensation planning strategies. Listen now and learn: Key strategies for deferred compensation plans Advanced strategies for exercising stock options The important nuances of establishing a 10b5-1 plan Be sure …

1
Equity Compensation Strategies: Everything You Need to Know With Derek Jess (EP.138) 41:04

7M ago41:04

41:04

Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, shares his vast knowledge of integrating equity and executive compensation into comprehensive financial planning strategies. Listen now and learn: The essential considerations and tax implications for incorporating equity compensation into your financial plan Unique risks faced by emplo…

1
Investing in Stocks at All-Time Highs (EP.137) 6:43

7M ago6:43

6:43

Peter provides a data-driven analysis of what investing in stocks at an all-time high means for investors today. Listen now and learn: The significance of all-time highs in the stock market How current dynamics fit into the natural growth cycle of the market Insights into balancing risk and opportunities that lead to confident investment decisions …

1
Decoding 2024's Investment Landscape with Callie Cox (EP.136) 38:08

7M ago38:08

38:08

Callie Cox, an acclaimed investment analyst, shares her expertise on navigating the complexities of the financial world in 2024. Tune in for an enlightening discussion that blends technical analysis with practical advice for both seasoned and aspiring investors. Listen and learn: What sparked the year-end rally and what to expect in 2024 Key insigh…

1
Bitcoin ETF’s Are Here, Should You Invest? (EP.135) 17:14

7M ago17:14

17:14

This episode explores the groundbreaking approval of spot price bitcoin ETFs by the SEC. Understand the impact of this development on investors Listen now and learn: How spot price bitcoin ETFs differ from previous bitcoin ETF products The nuances of popular bitcoin investment theses Important questions to ask prior to investing in bitcoin Visit ww…

1
Mastering Change in Life and Work ft. Brad Stulberg (EP.134) 34:58

8M ago34:58

34:58

This episode features a deep conversation with renowned author and coach Brad Stulberg, exploring the intricate dynamics of mastering change in both personal and professional spheres. Drawing from Stulberg’s latest book, “Masters of Change: How to Excel When Everything is Changing – Including You,” they delve into the science behind change and how …

1
Setting Meaningful Money Resolutions (EP.133) 11:36

8M ago11:36

11:36

In this episode, we explore setting financial goals that transcend mere numbers. Listen now and learn: Why most money goals aren’t aligned with holistic wealth How to set meaningful financial goals Ways to align your spending with those goals Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.…

1
Investing in Retirement (Rewind) (EP.132) 28:26

8M ago28:26

28:26

This is the sixth episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. As you retire and transition from saving to spending, there are several unique planning opportunities and ch…

1
Investing in Your 60s (Rewind) (EP.131) 14:35

8M ago14:35

14:35

This is the fifth episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. In your 60s, retirement is approaching quickly. The decisions you make in the few years leading up to retire…

1
Investing in Your 50s (Rewind) (EP.130) 16:34

8M ago16:34

16:34

This is the fourth episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. Your 50s are the time you have the highest earnings and ability to save, so it’s time to make the most of i…

1
Investing in Your 40s (Rewind) (EP.129) 15:31

9M ago15:31

15:31

This is the third episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. As you move into your peak earning years, it’s all about making smart decisions right now. Listen now and le…

1
Investing in Your 30s (Rewind) (EP.128) 13:02

9M ago13:02

13:02

This is the second episode of the Investing by Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. Your 30s are the time to begin building lasting wealth to meet life’s growing demands. Listen now and learn…

1
Investing in Your 20s (Rewind) (EP.127) 13:24

9M ago13:24

13:24

This is the first episode in the Investing by Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. The financial decisions you make in your 20s are arguably more impactful than any other time in your life be…

1
25 Financial Thought Leaders Define “What Does It Mean To Be A Long-Term Investor? (EP.126) 36:26

9M ago36:26

36:26

What does it mean to be a long-term investor? In this special mash up episode, all the show’s guests from the past year weigh in. Listen now to hear from Ben Carlson, Taylor Schulte, Burton Malkiel, Phil Huber, Rubin Miller, Dasarte Yarnway, Robin Powell, Brian King, Jeremy Schwartz, Rick Ferri, Mike Piper, Carl Richards, Ashby Daniels, Polina Pomp…

1
Why Recessions Are So Hard To Predict with Morgan Housel [LIVE] (EP.125) 42:22

10M ago42:22

42:22

Recorded in front of a live audience for the CFA Society of Detroit’s Annual Luncheon, Morgan Housel shares key insights from his new book Same As Ever. Morgan Housel is a partner at the Collaborative Fund. His first book, The Psychology of Money, has sold over four million copies and has been translated into 53 languages. Listen now and learn: Why…

1
The Four Pillars of Investing ft. William Bernstein (EP.124) 31:55

10M ago31:55

31:55

William Bernstein, author of The Four Pillars of Investing, joins the show to talk about the most recent edition of his highly influential work. Listen now and learn: What are the four pillars of investing The history of risk and common traits of a bubble Potentially attractive segments of the market Visit www.TheLongTermInvestor.com for show notes…

1
Form ADV: How to Research Financial Advisory Firms (EP.123) 8:52

10M ago8:52

8:52

Just as you'd scrutinize a potential new car's specs or a house's foundation, your investments deserve the same diligence. The Form ADV Part 2 offers a panoramic view into the inner workings of an advisory firm, from its business practices to the individuals pulling the strings behind the curtains. Listen now and learn: Where to find this important…

1
Connecting With Your Future Self to Make Better Decisions ft. Hal Hershfield (EP.122) 32:26

10M ago32:26

32:26

Hal Hershfield is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA’s Anderson School of Management. His research, which sits at the intersection of psychology and economics, examines the ways we can improve our long-term decisions. Listen now and learn: How our identities change over time Why our future self feels like a…

1
What is Evidence-Based Investing? (EP.121) 22:55

11M ago22:55

22:55

Dive into the world of evidence-based investing, where empirical research informs portfolio strategies. meets portfolio construction. This episode unravels the science behind applying successful investing strategies and avoiding mistakes that can hinder your financial growth. Listen now and learn: Foundational principles behind evidence-based inves…

1
Crucial Year-End Tax and Estate Planning Strategies with Plancorp’s Susan Jones (EP.120) 31:05

11M ago31:05

31:05

The time for year-end tax and estate planning is now, and this year it’s particularly important to get started as certain provisions from the Tax Cuts and Jobs Act will end soon. Plancorp’s Susan Jones, JD, CFP joins the show to explain these important planning opportunities that deserve your attention before the end of the year. Listen now and lea…

1
The Evolution of Behavioral Finance ft. Meir Statman [LIVE] (EP.119) 46:01

11M ago46:01

46:01

Live from Future Proof, the world’s largest wealth festival, Meir Statman talks about the evolution of behavioral finance and how the latest generation of behavioral finance focuses on holistic well-being. Listen now and learn: The three generations of behavioral finance The difference between “errors” and “wants” The tradeoffs between a financiall…

1
4 Ways to Diversify Concentrated Stock Positions (EP.118) 15:29

11M ago15:29

15:29

Concentrated stock positions typically emerge through employee compensation, inheritance, or a singularly successful investment. But in all cases, a large individual stock position introduces unnecessary risk to your portfolio. Listen now and learn: Why investors tend to avoid diversifying concentrated stock positions Four ways to diversify concent…

1
What’s the Best Strategy For Investing a Large Amount of Cash? (EP.117) 10:28

12M ago10:28

10:28

When you plan to invest a large amount of money, you probably want to know when it’s best to invest that cash. Should you invest it all at once or dollar cost average over time? Listen now and learn: Historical probabilities of positive market returns How markets perform after reaching all-time highs Eye-opening results from a multi-decade study on…

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Peter Lazaroff Podcasts

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