Episodes: 274
Frequency: Weekly
Rating: 4.8/5.0
Estimated listeners: 1k-10k
Gender skew: Unknown
Location: USA
Publicly listed emails
peter@plancorp.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
Peter Lazaroff - Chief Investment Officer at Plancorp and author of Making Money Simple.
David Booth - Index Funds, Investor Behavior, Adapting Investment Strategies, And Post-accumulation Financial Decisions.
Liz Muirhead - Common Investing Mistakes, Bonds And Bond Funds, Indexing, Factor Investing, Taxes, Rebalancing, And The Role Of Financial Advisors.
Jack Raines - Building Wealth, Opportunity Costs, Career Decisions, Risk, Uncertainty, And Balancing Financial Goals With A Fulfilling Life.
The Four Questions to Ask Before Adding Anything to Your Portfolio (EP.274)
September 16, 2026
Order The Perfect Portfolio here ----- Every new investment comes with a compelling story. In this episode, Peter shares a four-question process for deciding what truly deserves a place in your portfolio—and explains why a sound decision can still feel wrong for years. Listen now and learn: ► How to put a higher evidence bar between you and the next hot investment ► What separates meaningful diversification from simply owning more stuff ► When complexity earns its place—and when it create...
Are U.S. Treasurys Really Risk-Free? Ft. Mary Childs (EP.273)
September 09, 2026
Get behind-the-scenes stories and access to subscriber-only webinars when you sign up for updates about my new book, The Perfect Portfolio: www.theperfectportfoliobook.com ----- U.S. Treasurys anchor the global financial system—but what does "risk-free" actually mean when federal debt and interest costs keep climbing? Mary Childs, host of Mary in America and author of The Bond King, joins me to examine the hidden machinery behind the Treasury market and what could put its stability to the t...
When a Simple Portfolio Isn't Enough (EP.272)
September 02, 2026
Get behind-the-scenes stories and access to subscriber-only webinars when you sign up for updates about my new book, The Perfect Portfolio: www.theperfectportfoliobook.com ----- Simple investing is usually the right starting point. But after you build meaningful wealth, concentrated positions, large taxable gains, and estate-planning decisions can create problems a basic portfolio may not solve. In this episode, Peter explains how to decide when added complexity deserves a closer look—and w...
Publicly listed emails
peter@plancorp.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
Try us risk free with a FREE 3 days trial.
Join hundreds of PR teams using Podseeker to pitch and land bookings