Help vote on book cover concepts, sign up now: https://Theperfectportfoliobook.com ----- What can the past teach us about today’s ever-changing, volatile market? In this episode, Peter shares five timeless investing lessons drawn from market history—insights that are just as relevant today as ever. Adapted from a chapter in his upcoming book, The Perfect Portfolio, these lessons offer a clear, grounded perspective to help investors navigate uncertainty with greater confidence. Listen now and lea...
Jul 02, 2025•7 min•Ep. 211
Get updates for my new book: https://Theperfectportfoliobook.com In this engaging episode, Barry Ritholtz—author of the influential Big Picture blog, host of the renowned Masters in Business podcast, and author of the new book How Not to Invest—shares invaluable insights into making smarter investment decisions. Barry challenges common financial myths, explores why we’re drawn to faulty financial forecasts, and highlights red flags in popular financial advice. Listen now and learn: ► The pitfall...
Jun 25, 2025•49 min•Ep. 210
Get updates for my new book: https://Theperfectportfoliobook.com ----- Is there such a thing as a perfect portfolio? In this short solo episode, Peter Lazaroff shares exciting news—his next book, The Perfect Portfolio, is coming in late 2026. Peter offers a behind-the-scenes look at what inspired the book, how it builds on timeless investing lessons, and why it’s designed to help you build a strategy you can actually stick with. Get early access to exclusive content, excerpts, and updates at The...
Jun 18, 2025•5 min•Ep. 209
Sign up for exclusive updates, offers, and bonus chapters of my new book: The Perfect Portfolio. ----- CNBC’s Senior Markets Correspondent Bob Pisani has spent over 25 years reporting from the New York Stock Exchange floor. In this episode, Bob shares vivid stories from the heart of Wall Street, key lessons learned from decades of covering financial markets, and timeless advice for long-term investors. Listen now and learn: ► How electronic trading and ETFs revolutionized investing ► Why most in...
Jun 11, 2025•39 min•Ep. 208
Sign up for exclusive updates, offers, and bonus chapters of my new book: The Perfect Portfolio. ----- Welcome to the world of TACO investing—where “Trump Always Chickens Out”—a phrase capturing the volatile cycle of aggressive policy threats followed by sudden reversals. In this episode, we’ll use the TACO phenomenon as a lens to explore how investors can better understand and navigate short-term market swings caused by political news. Listen now and learn: ► Why markets often overreact to poli...
Jun 04, 2025•10 min•Ep. 207
Sign up for updates and exclusive offers related to Peter’s new book, The Perfect Portfolio, by visiting https://theperfectportfoliobook.com ----- Recorded in front of an audience at the CFA Institute’s global conference (CFA Live), I’m joined by behavioral finance expert Brian Portnoy to dive deep into Behavioral Finance 2.0. This conversation goes well beyond the basic definitions of Behavioral Finance 1.0, letting storytelling, empathy, and emotional intelligence take center stage in helping ...
May 28, 2025•50 min•Ep. 206
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 . ----- Approaching retirement when markets are turbulent can make even seasoned investors anxious. In this episode, you’ll learn practical strategies for navigating uncertainty, ensuring your retirement stays on track. Listen now and learn: ► How your portfolio differs from the broader market—and why it matters. ► ...
May 21, 2025•11 min•Ep. 205
Big financial decisions ahead? Whether it’s retirement, a career change, or navigating complex investments, get expert guidance in a quick, no-pressure call. Schedule yours now . ----- In this episode, Mark Higgins, author of Investing in U.S. Financial History, reveals how understanding historical market crashes and human behavior can provide investors a powerful advantage. Discover why financial history is more than just fascinating stories—it’s a blueprint for smarter investing. Listen and le...
May 14, 2025•30 min•Ep. 204
Where is your money really going? Most people are surprised when they track it. Use my Cash Flow worksheet to see exactly where your money is going—and how to make it work for you. Download it now . ----- Which approach is better: income-focused or total return investing? Many investors believe they should live off the income their portfolio generates—and never touch the principal. It feels responsible. Conservative. Safe. But in this episode, I explain why that mindset often leads to worse outc...
May 07, 2025•9 min•Ep. 203
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 . ----- Private equity and private credit are booming—but should they have a place in your portfolio? Vanguard’s Fran Kinniry joins Peter Lazaroff to break down the real opportunities, the hidden risks, and the essential considerations for investing in private markets. Listen now and learn: ► Why companies are stayi...
Apr 30, 2025•35 min•Ep. 202
Where is your money really going? Most people are surprised when they track it. Use my Cash Flow worksheet to see exactly where your money is going—and how to make it work for you. Download it now . ----- When markets drop, many investors wonder if it’s time to take action—and “buying the dip” sounds like a smart move. But is it really? In this episode, I break down when buying the dip makes sense, who should consider it, and the math behind why downturns can offer some of the best opportunities...
Apr 23, 2025•14 min•Ep. 201
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 . ----- Retirement planning isn’t just about numbers—it’s about lifestyle, relationships, and finding purpose. In this episode, I sit down with Christine Benz, Morningstar’s Director of Personal Finance and the author of How to Retire, to explore the often-overlooked aspects of retirement beyond just saving and inve...
Apr 16, 2025•36 min•Ep. 200
If you want to see what you may be overlooking, I’ve created a simple tool to help. In just 15 questions, my Financial Assessment will highlight key opportunities and gaps in your plan. You can take it now at www.smartmoneyquiz.com . ----- Want stock market returns without the risk? Options-based strategies promise just that—but do they deliver? In this episode, Peter breaks down how these products work, what the research says, and whether there’s a better way to reduce risk in your investment p...
Apr 09, 2025•9 min•Ep. 199
Want to see what you may be overlooking in your finances? Discover your biggest opportunities in just 15 questions with my Financial Assessment . ----- Markets are unpredictable in the short term, but history tells us that the long-term trend is clear. Sam Ro, author of the TKer newsletter, joins me at the New York Stock Exchange to discuss the key principles that investors should keep in mind, regardless of daily market noise. We explore the fundamental drivers of stock market returns, the impo...
Apr 02, 2025•36 min•Ep. 198
Markets are always moving—should you? Peter can help you assess your investments, tax strategies, and long-term plan. Book a 1/1 call today . ----- With the S&P 500 reaching correction territory and economic data signaling a slowdown, it’s fair to ask: should investors be worried about a recession in 2025? Listen now and learn: ► What’s really driving recent market volatility ► The difference between an economic slowdown and a recession ► Why staying invested is still your best strategy Visi...
Mar 26, 2025•11 min•Ep. 197
Markets are always moving—should you? Peter can help you assess your investments, tax strategies, and long-term plan. Book a 1/1 call with me today . ----- Risk is one of the most misunderstood concepts in finance, yet mastering it is crucial for long-term success. Economist, Bloomberg Opinion columnist, and author Allison Schrager joins me to break down what investors consistently get wrong about risk, how to think about the U.S. national debt, and why retirement planning needs a major shift. L...
Mar 19, 2025•34 min•Ep. 196
Big financial decisions ahead? Whether it’s retirement, taxes, or investments, my 15-question Financial Assessment will help you assess where you stand and what to do next. ----- Gold prices are surging, hitting near-record highs. But is gold a smart investment, or just another speculative bet? This episode breaks down the forces driving gold's rally and whether it deserves a place in your portfolio. Listen now and learn: ► Why central banks are driving demand for gold—and what it means for inve...
Mar 12, 2025•8 min•Ep. 195
Want to see what you may be overlooking in your finances? Discover your biggest opportunities in just 15 questions with my Financial Assessment . ----- David Booth, founder of Dimensional Fund Advisors, joins me to discuss how academic research transformed investing by challenging Wall Street’s stock-picking culture. We explore why markets function as an information-processing machine, how the efficient market hypothesis reshaped portfolio management, and why most investors are better off embrac...
Mar 05, 2025•35 min•Ep. 193
Most financial mistakes happen because people don’t see the full picture. My Net Worth Worksheet helps you track everything in one place—so you stay informed. Get it now . ----- Checking your portfolio too often might be the biggest mistake you don’t realize you’re making. Research shows that the more frequently investors monitor their portfolios, the more likely they are to see losses—leading to emotional decisions that can hurt long-term returns. In this episode, I explore the behavioral bias ...
Feb 26, 2025•7 min•Ep. 193
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 . ----- What’s ahead for markets in 2025? In this episode, I’m joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, to break down key economic and market trends shaping the year ahead. Listen now and learn: ► How economic forecasts are built—and how investors should use them ► The outl...
Feb 19, 2025•36 min
You don’t have time to sift through endless financial content. That’s why I do it for you. Get my top 5 must-read articles every week in a quick, easy-to-digest email. Sign up for my newsletter . ----- Why do so many investors underperform the market? Legendary investor and author Charley Ellis explains why investing has become a “loser’s game” and what smart investors do instead. Listen now and learn: ► Why active investing used to work—but no longer does ► How professional traders dominate the...
Feb 12, 2025•34 min•Ep. 191
Want to see what you may be overlooking in your finances? Discover your biggest opportunities in just 15 questions with my Financial Assessment . ----- The U.S. stock market has been on an incredible run for over a decade, leaving many investors wondering: Why bother diversifying when the S&P 500 keeps winning? But history tells us that no market outperforms forever. In this episode, Peter Lazaroff explores the hidden risks of relying too heavily on U.S. stocks and why global diversification...
Feb 05, 2025•9 min•Ep. 190
The retirement you’ve worked so hard for should be more than just financially secure—it should be truly fulfilling. In this episode, Benjamin Brandt, financial planner and host of the award-winning Retirement Starts Today podcast, reveals how to break free from limiting mindsets and create a retirement plan that prioritizes your passions, values, and connections. Whether you’re on the cusp of retirement or already enjoying it, this conversation will challenge how you think about retirement and o...
Jan 29, 2025•26 min•Ep. 189
Sign up for my newsletter so that you don’t miss special offers and exclusive content . How much money do you really need to retire? It’s one of the most important—and personal—questions in financial planning. This episode explores two popular retirement savings benchmarks, and explains why they may or may not work for you. But benchmarks are just the beginning. Peter dives into personalized strategies to calculate your income replacement rate and portfolio withdrawal needs, revealing the key fa...
Jan 22, 2025•11 min
Ready to retire but uncertain about your next steps? Let’s build a retirement plan you can count on. Schedule a call with Peter now . Sign up for the newsletter for exclusive content. ----- In this episode, I’m sharing a great conversation I had with Adam Cmejla, CFP® on his podcast, 20/20 MONEY. We talked about something that’s changing the way people invest: direct indexing. Not familiar with direct indexing? Don’t worry, you’re not alone. We break it down in a simple way so you can see how it...
Jan 15, 2025•41 min•Ep. 187
Ready to retire but uncertain about your next steps? Let’s build a retirement plan you can count on. Schedule a call with Peter now . Sign up for the newsletter for exclusive content. ----- Do you know what to look for when hiring a financial advisor? Choosing a high-quality advisor can feel overwhelming, with countless titles, credentials, and compensation structures to navigate. In this episode, we discuss core items to look for, a framework to identify an advisor who aligns with your goals, a...
Jan 08, 2025•17 min•Ep. 186
Ready to retire but uncertain about your next steps? Let’s build a retirement plan you can count on. Schedule a call with Peter now . Sign up for the newsletter . ----- Is managing your finances yourself costing you more than you realize? Discover the real value a financial advisor may be able to bring to your retirement planning. This episode explores the pros and cons of going solo in your financial journey versus partnering with a professional advisor. Using relatable analogies and real-life ...
Jan 01, 2025•15 min•Ep. 185
Want a peek behind the scenes? Get my top 5 must-read financial articles that keep me ahead on innovative planning and investment strategies—exclusive, curated, and straight to your inbox bi-weekly when you sign up for my newsletter . ----- 2024 brought its share of twists and turns for markets, leaving valuable lessons in its wake. In this episode, I sit down with Michael Batnick, Managing Partner at Ritholtz Wealth Management, to reflect on the biggest headlines of the year and share actionabl...
Dec 25, 2024•32 min•Ep. 184
Proactive tax planning could save you thousands. If you're ready to hire an advisor, my team at Plancorp is here to help. Schedule a call today to learn more . ----- Avoiding tax surprises isn’t just about filing on time—it’s about planning ahead. This episode shares six real life examples of how tax projections can potentially save you thousands on your future taxes and thoughtfully guide the bigger picture of your financial plan. Learn actionable strategies for reducing your tax liability, whe...
Dec 18, 2024•18 min•Ep. 183
Thinking about hiring a financial advisor? It could be a great decision—if you know how to evaluate them. Get my free worksheet to follow a proven process and avoid common mistakes. ----- Navigating equity compensation can be tricky, especially when the year-end tax clock is ticking. In this episode, Ally Jane Ayers, a leading expert in the complex world of equity compensation, shares tax-smart strategies to optimize your stock options, RSUs, and equity packages. Whether you hold RSUs, ISOs, or ...
Dec 11, 2024•38 min•Ep. 182
