# Peter Lazaroff
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The Independent Advisors Podcast Episode 95: Featuring Special Guest, Peter Lazaroff!
Matt & Mark are joined by Peter Lazaroff! Peter is the Chief Investment Officer at Plancorp! He also writes regularly for The Wall Street Journal, Forbes and his very own blog!
Twitter Handles:
Jessup Wealth Management (@JessupWealth) / Twitter
Mark McEvily (@MarkMcEvily) / Twitter
Mat…
The Independent Advisors Podcast Episode 94: Top 5 Wealth Killers
Mark & Aaron Discuss the Following on Episode #94:
Q1 Equity Returns
Top 5 Wealth Killers
Tax Consequences of short term trading
More inflation numbers
What to do if you’re a decade away from retirement
1. Research piece from LPL - https://lplresearch.com/.../a-goldilocks-first-quarter.../…
Summer Reruns: Keep Investments Simple with Peter Lazaroff
As part of Roger’s summer replay series, he revisits a conversation with Peter Lazaroff about the value of elegant simplicity in retirement investing. They discuss why more sophisticated strategies are not necessarily better, how added complexity can create unexpected risks, and why the money suppo…
Building the perfect portfolio when you own a practice
The investments you own may be perfectly reasonable—and still be completely wrong for you.
In this episode of 20/20 Money: The Business of Optometry, I'm joined again by Peter Lazaroff, Chief Investment Officer at Plancorp and author of The Perfect Portfolio: A Proven Guide to Smart Investing f…
The Perfect Portfolio (EP.275)
Get your copy of The Perfect Portfolio here
"The Perfect Portfolio gives investors of all stripes a useful, dynamic framework to guide them toward long-term success." ―Matt Mendelsohn, Chief Investment Officer, Yale University
"Peter Lazaroff has spent years helping clients reach their fina…
Peter Lazaroff on The Perfect Portfolio
Bogleheads® on Investing co-host Jon Luskin interviews Peter Lazarov, author of The Perfect Portfolio, about building an investment portfolio you can stick with for decades. They discuss how investment strategies should evolve as life circumstances change, why investors shouldn't count on a future …
Peter Lazaroff: The Perfect Portfolio: A Proven Guide to Smart Investing for Long-Term Success
Find me on Substack!My guest today is Peter Lazaroff, CFA, CFP®—the Chief Investment Officer of the $10-billion-plus RIA Plancorp, chair of its investment committee, host of The Long-Term Investor, and author of Making Money Simple, and a new book The Perfect Portfolio, whose central message is tha…
Your Social Security Playbook: Building Your Strategy- Married Filers
Roger Whitney closes out his five-week Social Security series with a practical framework for married couples deciding when to claim. He explains how to coordinate benefits, avoid common mistakes, and make a decision that fits the household rather than relying on a single calculator or searching for…
On Urgency, Consistency, and Sensible Investing: Unfiltered Coffee August & September 2026
In this Unfiltered Coffee episode, I share some thoughts that have stayed with me through recent conversations, listener emails, books, podcasts, and my own work with investors and families.
I reflect on a different kind of urgency—not the manufactured urgency of expiring offers or opportunities th…
The Perfect Portfolio with Peter Lazaroff
Peter Lazaroff, Chief Investment Officer of PlanCorp and author of The Perfect Portfolio, joins Roger to explore what makes a portfolio “perfect.” The answer isn’t a mathematically optimized portfolio—it’s one that serves your life. They discuss how to align investments with your goals and purpose,…
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