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Peter Lazaroff
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.
Investing in Your 40s (Rewind) (EP.129)
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 learn: How to optimize your retirement savings Ideas for strategically investing for education costs 5 estate planning documents you need to get To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.56: Investing in Your 20s EP.57: Investing in Your 30s EP.58: Investing in Your 40s EP.59: Investing in Your 50s EP.60: Investing in Your 60s EP.61: Investing in Retirement You’ll also find all the show notes, free resources, and links mentioned in this episode.
15:3106/12/2023
Investing in Your 30s (Rewind) (EP.128)
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: Best practices for consolidating your investments How to prioritize paying down debt vs investing goals The 3 essential components to protecting you against the unexpected To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.56: Investing in Your 20s EP.57: Investing in Your 30s EP.58: Investing in Your 40s EP.59: Investing in Your 50s EP.60: Investing in Your 60s EP.61: Investing in Retirement You’ll also find all the show notes, free resources, and links mentioned in this episode.
13:0229/11/2023
Investing in Your 20s (Rewind) (EP.127)
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 because of the time your decisions have to compound. Listen now and learn: Why it’s important to start investing now The essential elements to investing in your 20s The most important thing to avoid in your investments To listen to the entire 6-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.56: Investing in Your 20s EP.57: Investing in Your 30s EP.58: Investing in Your 40s EP.59: Investing in Your 50s EP.60: Investing in Your 60s EP.61: Investing in Retirement You’ll also find all the show notes, free resources, and links mentioned in this episode.
13:2422/11/2023
25 Financial Thought Leaders Define “What Does It Mean To Be A Long-Term Investor? (EP.126)
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 Pompliano, Mathieu Pellerin, John Jennings, Cait Howerton, Tyler Olson, Jesse Cramer, Meir Statman, Susan Jones, Hal Hershfield, William Bernstein, and Peter Lazaroff. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
36:2615/11/2023
Why Recessions Are So Hard To Predict with Morgan Housel [LIVE] (EP.125)
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 people get so focused on predictions How optimism and pessimism are needed for success The importance of stories in a world overflowing with data Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
42:2208/11/2023
The Four Pillars of Investing ft. William Bernstein (EP.124)
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, free resources, and a place to submit questions.
31:5501/11/2023
Form ADV: How to Research Financial Advisory Firms (EP.123)
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 document Key points to examine carefully How to make well-informed decisions regarding financial relationships Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
08:5225/10/2023
Connecting With Your Future Self to Make Better Decisions ft. Hal Hershfield (EP.122)
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 complete stranger Ways to make good long-term decisions easier on your current self Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
32:2618/10/2023
What is Evidence-Based Investing? (EP.121)
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 investing Insights into optimizing your portfolio for long-term Ways to avoid the typical pitfalls of individual and professional investors Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
22:5511/10/2023
Crucial Year-End Tax and Estate Planning Strategies with Plancorp’s Susan Jones (EP.120)
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 learn: The role tax projections play in long-term financial planning Multi-year planning opportunities for retirees, people with stock options, and business owners Potential impact of changing tax laws on the horizon Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
31:0504/10/2023
The Evolution of Behavioral Finance ft. Meir Statman [LIVE] (EP.119)
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 financially optimal and behaviorally optimal portfolio Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
46:0127/09/2023
4 Ways to Diversify Concentrated Stock Positions (EP.118)
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 concentrated stock positions How SMAs supercharge tax loss harvesting efforts to offset capital gains When more advanced strategies such as exchange funds or option collars are best Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
15:2920/09/2023
What’s the Best Strategy For Investing a Large Amount of Cash? (EP.117)
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 market timing Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
10:2813/09/2023
The Astounding Math Behind Car Ownership with Jesse Cramer (EP.116)
Jesse Cramer, author of The Best Interest, joins the show to share his in-depth research into the astounding math behind car ownership. Listen now and learn: How to evaluate the impact of time owned vs miles driven When purchasing a used car is smarter than buying a new car How leasing compares to owning from a cost perspective Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
36:2706/09/2023
Debunking Myths About FedNow (EP.115)
The Federal Reserve recently unveiled a new payments system called FedNow that would replace the United State’s antiquated system created more than 50 years ago. But like anything else, change can cause anxiety and there is a lot of false information floating around making matters worse. Listen now and learn: The basics of the FedNow system How FedNow is different from digital currency Why Fed should be viewed as a good thing for everyone Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
09:4430/08/2023
How to Strategically Pay Down Your Student Debt with Tyler Olson (EP.114)
In the second episode of a series about student loan debt, I’m joined by Tyler Olson, who provides financial advice and education for early and mid-career physicians. Listen now and learn: How to choose the right repayment plan When to refinance vs consolidate loans Differences in debt snow and debt avalanche approaches Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
36:0323/08/2023
High Income, High Debt: Strategies for Tackling Massive Student Loans Cait Howerton (EP.113)
Cait Howerton, CFP® shares her deep expertise in student loans and provides a broad overview on strategies for paying them off. Listen now and learn: Challenges high-earning professionals with student loans face Strategies for managing student debt during low and high earning years How to manage lifestyle creep Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
21:1216/08/2023
The Uncertainty Solution with John Jennings (EP.112)
John Jennings, author of The Uncertainty Solution joins the show to explain how to invest with confidence in inherently uncertain and unpredictable markets. Listen now and learn: How humans react to uncertainty The difference between the economy and the stock market The role of skill and luck in investing outcomes Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
38:4609/08/2023
How to Determine Your Investment Risk Tolerance (EP.111)
Building the perfect portfolio doesn’t matter one bit if it doesn’t align with your willingness and ability to take risk. Evaluating your own risk tolerance is difficult for individuals because of the emotions that are intertwined with investing. Listen now and learn: The difference between ability and willingness to take risk Factors that drive an investor’s risk tolerance How to choose the right asset allocation based on your risk tolerance Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
10:4802/08/2023
Index vs Factor Investing and the Impact on Retirement Savings ft. Mathieu Pellerin (EP.110)
How does the choice of using index funds or core funds with an emphasis on value, size, and profitability impact your retirement savings? Mathieu Pellerin, Senior Researcher and Vice President at Dimensional Fund Advisors, shares his recently published research on the impact of factor investing on retirement outcomes. Listen now and learn: How a core portfolio differs from an index portfolio The impact of investment strategy on accumulation, decumulation, and bequest outcomes When short-term ends and long-term begins Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
28:4626/07/2023
Should You Hold Cash Instead Of Bonds Right Now? (EP.109)
The primary purpose of bonds is to reduce the overall volatility of the portfolio, but as we saw in 2022, that doesn’t mean they can’t lose money. In fact, 2022 was the worst year for bonds in US history. And now that we’re in a new period of higher interest rates on money market funds, CDs, and short-term Treasury bills, I’ve noticed an increasing number of people wondering whether they should hold cash instead of bonds. Listen now and learn: How reinvestment risk impacts yield Why investment goals drive your choice of cash vs bonds Where diversification can help boost yield Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
06:4819/07/2023
The Great Money Reset with Jill Schlesinger (EP.108)
Jill Schlesinger, host of Jill on Money and award-winning business analyst for CBS News, joins the show to talk about her latest book: The Great Money Reset. Listen now and learn: What it means to do a great money reset How great money reset experiences differ by age Timely financial steps to build the life you really want Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
36:0112/07/2023
Are US Stocks Enough For Your Portfolio? (EP.107)
The United States is an exceptional place to invest and they’ve historically delivered higher returns than international stocks. That begs the question: Does it make sense to own international stocks? Are US stocks enough for your portfolio? Listen now and learn: The primary driver of recent US stock outperformance Why factor investing in a global manner tells a different story How International stocks perform during periods of low returns for US stocks Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
10:1705/07/2023
Lessons from the World’s Most Successful People with Polina Pompliano (EP.106)
Polina Pompliano is the author of HIDDEN GENIUS: The Secret Ways of Thinking That Power the World's Most Successful People. She is also the founder of The Profile, a media organization that studies successful people and companies. Listen now and learn: Why mental models are more important than life hacks How to problem solve in a crisis The difference between systems-based and outcomes-based thinking Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
27:3328/06/2023
How Will AI Impact Your Portfolio? (EP.105)
Retail investors are often curious about various aspects of AI, especially regarding its potential impact on the financial markets and investment opportunities. Some common questions asked by retail investors about AI include: Listen now and learn: Whether you’re investing in companies at the forefront of AI Questions to ask about your existing holdings How AI can and can’t be incorporated into portfolio construction Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
11:5921/06/2023
Challenging Conventional Wisdom With Ashby Daniels (EP.104)
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 Listen now and learn: What investors get wrong A new way to think about risk How to define investment success Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
43:2814/06/2023
HSAs – Supercharge Your Retirement Savings With This Powerful Account (EP.103)
There isn’t a better retirement savings account than a Health Savings Account (HSA). Listen now and learn: How HSAs actually work Ways to HSAs to supercharge your retirement savings Advanced planning strategies that leverage an HSA's flexibility Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
09:3607/06/2023
AI and the Evolution of Financial Advice with Michael Kitces [LIVE] (EP.102)
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. Listen now and learn: The evolution of financial advice from the 1960s to present Ways consumers benefit from financial advisors moving up the value chain How AI might impact the financial advice profession Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
33:0131/05/2023
Debt Ceiling Standoff: 3 Possible Outcomes ft. Chris Kerckhoff (EP.101)
Plancorp’s CEO, Chris Kerckhoff, joins the show for a live recording at the Wealth Management EDGE Conference. Listen now and learn: Why the debt ceiling was originally created The three most likely scenarios in today’s debt ceiling standoff How to think about investing Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
27:4424/05/2023
What Real Financial Advice Means with Carl Richards (EP.100)
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. Listen now and learn: How investors fall victim to the behavior gap What it means to do real financial planning The best way to avoid “The Big Mistake” Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
41:0917/05/2023
The Problem With Investing in Bond Indexes (EP.99)
Using index funds in your stock portfolio has historically been a wise choice, but bond indexes have some inherent disadvantages that make them a less obvious choice. Listen now and learn: How bond indexing differs from stock indexing The different types of active bond management How to choose a fund that’s right for you Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
07:3710/05/2023
Financial Steps to Take After the Death of A Spouse With Mike Piper (EP.98)
The death of a spouse is one of the most emotionally challenging times of a person's life. In this financially driven conversation, Mike Piper explains the financial steps to take for a surviving spouse. Listen now and learn: What married couples can do to make it easier on a surviving spouse in the future Financial planning techniques a surviving spouse can use to maximize their wealth and minimize taxes When it makes sense to disclaim an inheritance Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
27:5103/05/2023
Individual Bonds vs Bond Funds (EP.97)
Bond funds are superior to individual bonds for four distinct reasons. Listen now and learn: The hidden costs in individual bonds The easy win individual bonds miss out on How to transition from individual bonds to bond funds Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
11:5526/04/2023
The 3 Components of Successful Investing with Rick Ferri (EP.96)
Rick Ferri, host of the Bogleheads on Investing podcast, joins the show to talk about the three components of successful investing. Listen now and learn: The importance of having a clearly defined investment philosophy The four stages of an investor’s philosophical journey The key ingredient to keeping a great investment plan intact Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
35:4919/04/2023
What Is Direct Indexing? (EP.95)
As consumers, we’ve come to expect customization and personalization with most things these days, whether it’s our coffee order, streaming preferences, or insurance policies…So why should our investments be any different? With direct indexing, investors can create custom portfolios based on their specific goals, values, and preferences. Listen now and learn: How direct indexing differs from ETFs and mutual funds The benefits of direct indexing Types of investors best suited for direct indexing Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
12:0112/04/2023
A History of Investment Vehicles From 1774-2023 with Jamie Catherwood (EP.94)
This week, financial history expert Jamie Catherwood of Investor Amnesia joins the show to share the history of innovation in investment vehicles and how it impacts investors today. Listen now and learn: The importance of understanding financial history Lessons from investment bubbles of the past How investment vehicles have evolved over time Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
59:2705/04/2023
What the Silicon Valley Bank Failure Means For You (EP.93)
The daily news cycle is of very little importance when it comes to long-term investing, but the failure of Silicon Valley Bank is the type of news item that catches the attention of even the most disciplined investor. Listen now and learn: What happened with Silicon Valley Bank The broader health of the banking industry Implications for future investors Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
16:3329/03/2023
Stocks for The Long Run with Jeremy Schwartz (EP.92)
In this episode, I’m joined by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. Prior to joining WisdomTree in 2005, Jeremy was a head research assistant for Professor Jeremy Siegel and, in 2022, became Professor Siegel’s co-author on the sixth edition of the book Stocks for the Long Run. Listen now and learn: Why you should want to own stocks right now Why fundamental indexing is better than indexing How to manage cash in the current yield environment Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
40:1222/03/2023
When Will the Bear Market End? (EP.91)
Being more than a year into the current bear market, it’s natural to wonder when it will end. In this episode, Peter shares his thoughts on where we are in the market cycle and how to invest going forward. Listen now and learn: Typical size and duration of bear market declines and recoveries The likelihood that the U.S. economy goes into recession Five insights on how to invest going forward Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
19:0515/03/2023
Planning Opportunities from SECURE 2.0 Act ft Plancorp’s Brian King (EP.90)
The SECURE 2.0 Act passed at the end of 2022 includes 100 changes to the rules governing retirement savings. In this episode, I’m joined by Plancorp’s Chief Planning Officer, Brian King, to talk through the most important opportunities resulting from the legislation. Listen now and learn: The impact of SECURE 2.0 on people nearing or in retirement How new provisions make it easier for workers to balance current needs with future goals The biggest planning opportunities from SECURE 2.0 Act Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
33:4808/03/2023
How to Create a Budget That Actually Works (EP.89)
Creating a budget and sticking to it is difficult for most people because the process is time consuming and restrictive. Traditional budgeting forces you to make every decision as if you live in a spreadsheet. But guess what? You don’t live in a spreadsheet. Listen now and learn: Why a reverse budget is better than traditional budgeting 3 steps to set up an automatic reverse budget An extra tip for supercharging your savings Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
07:4301/03/2023
Evidence-Based Investing with Robin Powell (EP.88)
Robin Powell is an award-winning journalist and campaigner for positive change in global investing, advocating better investor education, and greater transparency. Listen now and learn: ● what evidence-based investing is all about ● The importance of developing a financial plan prior to choosing investments ● The differences in the adoption of evidence-based investing outside the U.S. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
31:2722/02/2023
How to Measure the Success of Your Portfolio (EP.87)
Measuring the success of your portfolio is important for several reasons, but most people don’t know how to properly measure the success of their portfolios. Listen now and learn: The purpose of a benchmark for your investment portfolio The difference between Portfolio-Based Benchmarks and Goals-Based Benchmarks Meaningful questions to ask when evaluating performance Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
11:2115/02/2023
Improving Diversity & Inclusion in Financial Planning ft. Dasarte Yarnway (EP.86)
Upon starting his independent advisor journey in 2015, Dasarte Yarnway quickly learned that underrepresented clients and advisors alike were overlooked and underserved. Due to the grave statistics associated with this reality, he sought out to change the landscape of the financial services industry one client and one advisor at a time. Listen now and learn about: Changes in financial services over the last decade The importance of diversity in financial services and how to increase it The most important thing an advisor can do for business owners and entrepreneurs Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
32:4108/02/2023
What’s The Right Way to Measure Yield? (EP.85)
Now that yields are high enough to warrant our attention, what is the right way to measure yield? Listen now and learn: Pros and cons of four popular yield metrics 3 reasons to avoid tactically shifting your bond allocation to cash and short-term bonds Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
10:1701/02/2023
CIO Roundtable with Rubin Miller and Phil Huber (EP.84)
I love talking shop with colleagues from around the country and wanted to give you a peek into those conversations, so this week I invited two of my favorite Chief Investment Officers, Phil Huber and Rubin Miller. Listen now and learn: Our thoughts on the biggest storylines of 2022 How we develop return assumptions for financial planning models Things people misunderstand about the role of a Chief Investment Officer Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
49:2425/01/2023
4 Simple Steps to Improve Your Financial Wellbeing (EP.83)
How can two people with the same income, financial experiences, or education have very different levels of financial wellbeing? It’s simple: a sense of wellness doesn’t come from numbers alone. It’s all about the sense of security and freedom of choice each individual feels, both in the present and future. Listen now and learn: Four steps to improve your financial wellbeing A simple process for setting realistic goals The most downloaded free resource and how to use it yourself Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
12:0118/01/2023
A Random Walk Down Wall Street with Dr. Burton Malkiel (EP.82)
Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. Listen now and learn: The two biggest mistakes investors make Lessons from market bubbles of the past Practical ideas for achieving investment success Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
49:0111/01/2023
How To Interview An Advisor (Rewind) (EP.81)
The start of a new year is one of the best inflection points for your finances. There are really nice tax planning, investment, and capital allocation opportunities right now. If this year you are considering seeking professional help with your finances, this top “rewind” episode from 2022 is for you. By the end of this episode, you’ll understand how to structure your search for an advisor, research if they are trustworthy, and complete a structured interview with anyone you are considering hiring. Listen now to learn: The 4 steps to identifying an ideal advisor Questions to use when interviewing prospective advisors Things to consider when selecting a robo-advisor rather than a human advisor To listen to the entire 3-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.24: Do It Yourself or Hire an Advisor? EP.26: Not All Financial Advisors Are Created Equal EP.28: How to Interview an Advisor You’ll also find all the show notes, free resources, and links mentioned in this episode.
21:1504/01/2023
Do it Yourself or Hire an Advisor? (Rewind) (EP.80)
Markets are down, inflation is high, and many are expecting a recession. Are you ready? In this “rewind” episode, I revisit a popular episode that is now more relevant than ever. By the end of this episode, I hope to help you answer an important question: “When is it time to seek professional help with your finances?” Listen now to learn: How to think about doing any given task vs. hiring a professional The value of an advisor according to a prominent Vanguard study Common mistakes investors make on their own To listen to the entire 3-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to: EP.24: Do It Yourself or Hire an Advisor? EP.26: Not All Financial Advisors Are Created Equal EP.28: How to Interview an Advisor You’ll also find all the show notes, free resources, and links mentioned in this episode.
11:4328/12/2022