
peter@plancorp.com
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Episodes: 262
Frequency: Weekly
Rating: 4.8/5.0
Estimated listeners: 1k-10k
Gender skew: Male
Location: USA
peter@plancorp.com
For verified host and producer emails, sign up to view.
Peter Lazaroff - Chief Investment Officer at Plancorp and author of "Making Money Simple," distilling complex financial matters into easily digestible investment lessons for listeners seeking a clear plan for inves...
Cameron Passmore - Whether Financial Advice Can Scale Without Getting Worse; Better Firms Vs Portfolios; Fee Transparency; What Scaled Advisory Firms Can Do; Private Markets, AI, And Investor Behavior.
Hindsight Bias: Why Every Market Move Looks Obvious Afterward (EP.262)
June 24, 2026
Get updates for my new book here: https://Theperfectportfoliobook.com ----- After every major market move, investors are tempted to say, "I knew that was going to happen." In this episode, we explore hindsight bias: the mental shortcut that makes the past look more predictable than it really was, and why that can be dangerous for your portfolio. Listen now and learn: ► Why past market events often look clearer in hindsight than they felt in real time ► How the "I knew it" trap can lead in...
Why Financial Advice Gets Better at Scale ft. Cameron Passmore (EP.261)
June 17, 2026
Hiring a financial advisor is a big decision. My "How to Interview a Financial Advisor" worksheet gives you the tools to navigate the process and choose an advisor who fits your goals. Download it for free. ----- In this episode, I'm joined by Cameron Passmore, co-host of The Rational Reminder and a leader at PWL Capital, to discuss whether financial advice can scale without getting worse. We explore why the portfolio problem may be easier to solve than the advice-business problem, and what...
All Things SpaceX IPO: The Real Story For Mega IPOs (EP.260)
June 10, 2026
Get updates for my new book here: https://Theperfectportfoliobook.com ----- When investors hear "SpaceX IPO," some wonder how to get access before shares begin trading, while others worry about what mega-IPOs could do to the funds they already own. This episode breaks down why IPO day gets too much attention—and why the more important story may unfold over time. Listen now and learn: ► Why the IPO price and the price most investors can actually get are two very different things ► What inde...
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