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by Peter Lazaroff
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- 6 days ago13 min
Investment Management Isn't A Commodity (EP.256)
Not sure if your investments are set up for long-term success? Let's review your strategy and make sure you're on the right track. Book a call with Peter now. ----- Most investors have been taught that investing is basically solved: own a few low-cost funds, keep fees down, and move on. In this episode, I explain why that idea is only partly true — and why real investment management can become far more important as wealth, tax complexity, and life complexity grow. Listen now and learn: ► Why so many smart investors came to believe investment management is a commodity ► When a simple, low-cost investing approach may be enough — and when it may not be ► The hidden questions wealthy DIY investors often are not asking ► What separates a basic portfolio from a real investment process Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
- 1 weeks ago39 min
Ben Carlson on Risk, Reward, and Building a Portfolio You Can Stick With (EP.255)
You don't have time to sift through endless financial content. That's why I do it for you. Get exclusive downloads and my top 5 must-read articles in a quick, easy-to-digest email. Sign up for my newsletter. ----- I'm joined by Ben Carlson, author of Risk and Reward and the popular blog A Wealth of Common Sense, for a conversation about why investing is never as easy as it looks on paper. We talk about risk, behavior, inflation, market timing, and what it really takes to build a portfolio you can stick with when the headlines get loud. Listen now and learn: ► Why every investment decision involves trade-offs ► How the urge to "do something" can work against investors ► What separates useful complexity from unnecessary complexity ► Why the best portfolio is often the one you can live with Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.
- 2 weeks ago14 min
My Retirement Accounts Are Fully Funded, Now What? (EP.254)
Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter. ----- You've maxed out your 401(k), IRA, and HSA. Now what? In this episode, I explain how to think about flexibility, taxes, cash reserves, kids, debt, and lifestyle decisions once the obvious retirement-account playbook is exhausted. Listen now and learn: ► Why a taxable brokerage account is often the best next home for long-term excess savings ► How asset location and after-tax implementation matter more once you build wealth outside retirement accounts ► When extra dollars may be better used for cash reserves, college savings, paying down debt, or living more intentionally ► The behavioral mistakes people make when they become too tax-obsessed or complexity-obsessed Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.
- 3 weeks ago34 min
How to Save for Your Kids Without Sacrificing Your Retirement With Kali and Eric Roberge (EP.253)
You don't have time to sift through endless financial content. That's why I do it for you. Get exclusive downloads and my top 5 must-read articles in a quick, easy-to-digest email. Sign up for my newsletter. ----- In this episode, I sit down with Eric and Kali Roberge to talk about one of the hardest balancing acts in family finance: how to help your kids financially without losing sight of your own goals. Listen now and learn: ► Why saving for your kids should not come at the expense of your own retirement ► How to think through 529 plans, custodial accounts, and Trump Accounts ► Practical ways to start teaching young kids about money ► How parents and grandparents can better navigate financial support without creating unnecessary tension Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.
- Apr 15, 202612 min
How to Save for College Without Worrying About Saving Too Much (EP.252)
FREE DOWNLOAD: Can I Make a 529-to-Roth IRA Transfer? ----- 529 plans are one of the best tools available for education savings, but many parents still hesitate to use them because they worry about saving too much. In this episode, I explain how 529 plans work, what the new 529-to-Roth IRA rollover rules actually do, and why custodial accounts may deserve more attention as a flexible companion strategy. Listen now and learn: ► Why 529 plans remain such a powerful way to save for education ► How the new Roth IRA rollover rules help reduce the fear of overfunding ► The key rules and limitations that apply before moving 529 money to a Roth IRA ► When a custodial account may make sense alongside a 529 plan Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
- Apr 8, 202612 min
Trump Accounts vs. Custodial Accounts: What Parents Should Actually Care About (EP.251)
You don't have time to sift through endless financial content. That's why I do it for you. Get exclusive downloads and my top 5 must-read articles in a quick, easy-to-digest email. Sign up for my newsletter. ----- Trump Accounts are getting a lot of attention as a new way to save for a child, but new does not always mean better. In this episode, I break down how Trump Accounts work, how they compare to custodial accounts and 529 plans, and what parents and grandparents should actually care about before opening one. Listen now and learn: ► How Trump Accounts work and why they may be appealing to parents and grandparents ► Why tax deferral is not automatically better than a taxable custodial account ► How kiddie tax rules and gain harvesting can make custodial accounts more attractive than many people realize ► When a 529 plan, custodial account, or Trump Account may make the most sense based on the job the money needs to do Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.
- Apr 1, 202638 min
Can Active Managers Beat the Market? Anu Ganti of S&P Dow Jones Breaks Down the Data (EP.250)
Get updates for my new book: https://Theperfectportfoliobook.com ----- Anu Ganti joins The Long Term Investor to break down the newest SPIVA U.S. Scorecard and what it says about the long-running active versus index debate. This conversation goes beyond the headline numbers to explore why beating the market remains so difficult, why finding the managers who can keep doing it is even harder, and what investors should understand before choosing any index-based fund. Listen now and learn: ► What the latest SPIVA U.S. Scorecard revealed about active manager underperformance ► What the Persistence Scorecard says about trying to identify winning managers ahead of time ► How index-based products are being used for both long-term investing and tactical trading ► What investors should know about index methodology before choosing a fund Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.
- Mar 25, 202647 min
What Actually Drives Stock Prices? Sam Ro on Earnings, Valuations, and Market Noise (EP.249)
Get updates for my new book: https://Theperfectportfoliobook.com ----- Sam Ro returns to The Long Term Investor to help make sense of the headlines, valuations, and market narratives that so often distract investors from what matters most. This conversation is a timely reminder that while the story changes every week, the long-term drivers of returns—especially earnings and business fundamentals—still do most of the heavy lifting. Listen now and learn: ► Why earnings remain the most important long-term driver of stock prices ► What elevated valuations do and do not tell us about future returns ► Why U.S. stocks have outperformed and what could shift that leadership ► How to separate hard data, soft data, and media narratives when evaluating markets Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.
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About 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.
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