Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Content provided by Ken Greene. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ken Greene or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Conversation with Peter Lazaroff, Chief Investment Officer at Plancorp - Episode 284
Manage episode 371319802 series 1936614
Content provided by Ken Greene. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ken Greene or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Ken Greene invites guest Peter Lazaroff, a Chartered Financial Analyst and Chief Investment Officer at Plancorp. They discuss Lazaroff's passion for investing, which started when he was given a share of Nike stock as a kid, and how he obtained his CFA and CFP certifications. Peter explains the evolving role of the modern Chief Investment Officer, highlighting the importance of addressing the emotional side of investing and educating clients about the market. Lastly, they discuss the ESG investment approach and the importance of hearing various perspectives on investments.
Who’s the guest? Peter joined Plancorp in 2015 as Director of Investment Research. He became a shareholder of the firm in 2017 and Chief Investment Officer in 2020. Throughout his career, Peter has built a reputation as an educator, and our clients appreciate his ability to simplify complex issues. While Peter spends most of his time developing and communicating Plancorp’s investment strategy, he also writes regularly for The Wall Street Journal and Forbes. In 2019, Wiley & Son’s published his first book titled Making Money Simple. He also is the host of The Long Term Investor podcast. Peter and his wife, Ann, have two sons. When he has free time, he enjoys reading, traveling, swimming, and watching baseball.
Links and Resources from this Episode
- DISCLAIMER
- For resources and additional information of this episode go to http://engineeroffinance.com
- Connect with Ken Greene http://engineeroffinance.com
- Office 775-624-8839
- https://www.linkedin.com/in/ken-greene
- https://business.facebook.com/GreeneFinance
- Connect with Peter Lazaroff
- https://www.plancorp.com/team/peter-lazaroff
- https://www.linkedin.com/in/peterlazaroff
- https://peterlazaroff.com/
Book a meeting with Ken If you liked what you’ve heard and would like a one-on-one meeting with the Engineer Of Finance click here
Episode Highlights
- Peter discusses how he developed an interest in investing as a teenager and how it influenced his career choices.
- How Peter started learning about investing by buying books and reading the Wall Street Journal.
- His decision to first go for his CFA and then CFP designations based on his role as an investment analyst
- How the best way to approach the CFA exam is to avoid communicating with others during breaks between tests as it may cause confusion
- The idea of advising clients to pay off high-interest debt like credit cards which can yield a guaranteed return equivalent to the interest rate
- Objectivity and taking an emotionless approach to investment decisions
- The role of emotion in investing
- How fear can often outweigh financial logic, particularly for people nearing retirement
- The challenges of getting clients to accept simplified investment options, like a one-fund portfolio
- Experience with ESG (Environmental, Social and Governance) investing
- How to start simplifying investments
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
310 episodes
Share
Manage episode 371319802 series 1936614
Content provided by Ken Greene. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ken Greene or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Ken Greene invites guest Peter Lazaroff, a Chartered Financial Analyst and Chief Investment Officer at Plancorp. They discuss Lazaroff's passion for investing, which started when he was given a share of Nike stock as a kid, and how he obtained his CFA and CFP certifications. Peter explains the evolving role of the modern Chief Investment Officer, highlighting the importance of addressing the emotional side of investing and educating clients about the market. Lastly, they discuss the ESG investment approach and the importance of hearing various perspectives on investments.
Who’s the guest? Peter joined Plancorp in 2015 as Director of Investment Research. He became a shareholder of the firm in 2017 and Chief Investment Officer in 2020. Throughout his career, Peter has built a reputation as an educator, and our clients appreciate his ability to simplify complex issues. While Peter spends most of his time developing and communicating Plancorp’s investment strategy, he also writes regularly for The Wall Street Journal and Forbes. In 2019, Wiley & Son’s published his first book titled Making Money Simple. He also is the host of The Long Term Investor podcast. Peter and his wife, Ann, have two sons. When he has free time, he enjoys reading, traveling, swimming, and watching baseball.
Links and Resources from this Episode
- DISCLAIMER
- For resources and additional information of this episode go to http://engineeroffinance.com
- Connect with Ken Greene http://engineeroffinance.com
- Office 775-624-8839
- https://www.linkedin.com/in/ken-greene
- https://business.facebook.com/GreeneFinance
- Connect with Peter Lazaroff
- https://www.plancorp.com/team/peter-lazaroff
- https://www.linkedin.com/in/peterlazaroff
- https://peterlazaroff.com/
Book a meeting with Ken If you liked what you’ve heard and would like a one-on-one meeting with the Engineer Of Finance click here
Episode Highlights
- Peter discusses how he developed an interest in investing as a teenager and how it influenced his career choices.
- How Peter started learning about investing by buying books and reading the Wall Street Journal.
- His decision to first go for his CFA and then CFP designations based on his role as an investment analyst
- How the best way to approach the CFA exam is to avoid communicating with others during breaks between tests as it may cause confusion
- The idea of advising clients to pay off high-interest debt like credit cards which can yield a guaranteed return equivalent to the interest rate
- Objectivity and taking an emotionless approach to investment decisions
- The role of emotion in investing
- How fear can often outweigh financial logic, particularly for people nearing retirement
- The challenges of getting clients to accept simplified investment options, like a one-fund portfolio
- Experience with ESG (Environmental, Social and Governance) investing
- How to start simplifying investments
Review, Subscribe and Share If you like what you hear please leave a review by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.
310 episodes
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Similar to Engineer of Finance
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
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continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
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This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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