Peter Lazaroff - Money Made Simple: Essential Tips for Building a Strong Financial Foundation

Tune in to hear:

- How did Peter get started reviewing frozen pizzas?

- What is it that most people misunderstand about investing?

- How does Peter, as an advisor, go about crafting a vivid and salient personal vision for his clients?

- How can you bring clients back to a vision of their future selves in a difficult moment?

- How, practically, does Peter try to maximize anxiety-adjusted returns when creating a portfolio?

- What are some behavioral similarities between cake mixes and portfolios?

- Why did Peter dedicate an entire chapter of his book to market downturns?

- How does one educate their clients honestly about potential market downturns gently without scaring them off?

https://www.amazon.com/Making-Money-Simple-Complete-Financial/dp/1119537878

https://peterlazaroff.com/podcast/

Compliance Code: 0783-OAS-5/5/2022.