The Independent Advisors Podcast Episode 95: Featuring Special Guest, Peter Lazaroff!
The Independent Advisors
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 Matthew Jessup (@matthewcjessup) / Twitter
LifeBlood: We talked about how investing is fraught with emotional and logical peril, how every choice can be scrutinized, and how journaling and thought exercises can help to manage expectations with Peter Lazaroff, CFA, CFP and CIO of Plancorp. Listen to learn how best to minimize regret in regard to your investments! For the Difference Making Tip, scan ahead to 20:50! You can learn more about Peter at PlanCorp.com, Facebook, Twitter, YouTube and LinkedIn. We’re honored to have been named one of the top podcasts for investing! We’re on YouTube, check us out! George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020! Have George speak to your organization. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.
Get Your Financial House In Order | Peter Lazaroff (Reboot)
416: How to Turn Your Career Success into Financial Success with Peter Lazaroff
The Home Service Business Owner Podcast
Peter is the Chief Investment Officer at Plancorp, overseeing more than $4 billion in assets for clients in 44 states. In addition, Peter writes for the Wall Street Journal and Forbes. In his new book, Making Money Simple, Peter outlines a easy-to-use framework for turning career success into financial success.
The hit to employee success is financial stress. In today's Better Wealth Episode, I interview Peter Lazaroff as we discuss his story and how he became focused on financial success. We talk about the greatest hit to a corporation and/or companies’ productivity is the financial stress of each employees’ personal financial situations. We explain why employees’ might not be showing up powerfully at the job due to financial stress and why employers should help their employees work towards better financial situations. We discuss his book “Making Money Simple” and the three focuses of his book, financial goal setting, investing, and financial choices through life. We dive deeper into how Peter views goal setting and strategies around making good decisions over and over when it comes to money. Peter discusses the Math in an “Order of Operations” of goals and what will mathematically and scientifically make you happier in your spending. Peter also discusses his philosophy of Reverse Budgeting. We also discuss goals on savings while Peter shares his suggested percentage of savings and how to increase your savings rate each year. We also discuss investment and Peter’s history, background, wisdom and goal for investing. Listen as we discuss more about investments, life changes. Listen with me as I challenge him at a PING PONG match! Guest Bio: In 2010, Peter launched an e-newsletter with a goal of educating people about investing and financial planning. That initial email went out to 34 people. Today, his e-newsletter has over 3,000 subscribers. His writing platform expanded when he began regularly contributing to Forbes in 2016 and The Wall Street Journal in 2017. In 2018, Peter signed a book deal with Wiley & Son’s to write a book about turning career success into financial success. Today Peter is the Co-Chief Investment Officer at Plancorp, which manages over $4 billion of client assets as of December 31, 2018. He also is the Co-Chief Investment Officer of a digital advisor called BrightPlan that emphasizes financial planning and is the first digital advisor to be a certified fiduciary by the Centre For Fiduciary Excellence (CEFEX). Links: BetterWealth Visit out our Website - https://betterwealth.com/ Get a free book - https://order.andasset.com/book Contact Us - email@example.com Peter Lazaroff https://peterlazaroff.com/ https://www.brightplan.com/peter SMART MONEY QUIZ Resources: The best ways BetterWealth can serve you: Take our Free Self Assessment & Schedule a Free Coach Assessment Get a Free Book Check out BetterWealth University Work with us directly Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you’re subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with Stitcher
Ep #213 - This week on The Driven Entrepreneur Podcast, I'm joined by Peter Lazaroff, CFA, CFP®, the Co-Chief Investment Officer at Plancorp, which is a company that manages over $4 billion of client assets. Peter is known for taking complex financial strategies and sharing them in easy to understand language everyone can apply to improve their wealth and financial habits. His insights are regularly seen around the world on major media platforms like The Wall Street Journal, Forbes, CNBC, and The New York Times. Learn More About Peter Lazaroff, Smart Money Decisions and His Book: Visit Peter Lazaroff's website at: https://peterlazaroff.com/driven/ Are you making the right decisions with your money? Take Peter's Smart Money Quiz at: www.smartmoneyquiz.com Get Lance Tyson's Book, "Making Money Simple: The Complete Guide To Getting Your Financial House In Order And Keeping It That Way" at: https://www.amazon.com/Making-Money-Simple-Complete-Financial/dp/B07TWJCQPW Follow Peter Lazaroff on Social Media: LinkedIn: https://www.linkedin.com/in/peterlazaroff/ Twitter: https://twitter.com/PeterLazaroff Whether you are new to The Driven Entrepreneur Podcast or are a fan, please don't forget to rate, review and subscribe to the show. Your support and your reviews help this show to attract prolific guests and to provide the best listening experience possible. Also, I love to hear from the fans and listeners. Please share your feedback, guest suggestions, or ideas for show topics with me on social media. Whether you are new to The Driven Entrepreneur Podcast or are a fan, please don't forget to rate, review and subscribe to the show. Your support and your reviews help this show to attract prolific guests and to provide the best listening experience possible. Also, I love to hear from the fans and listeners. Please share your feedback, guest suggestions, or ideas for show topics with me on social media. Follow Matt Brauning on Social Media: Facebook: https://www.facebook.com/mattbrauning Instagram: https://www.instagram.com/mattbrauning/ Twitter: https://twitter.com/mattbrauning Visit Matt Brauning's Websites: www.mattbrauningpodcast.com www.fireboxbook.com Get a copy of my book, "The Firebox Principle," on Amazon at: https://www.amazon.com/Firebox-Principle-Drives-Every-Entrepreneur-ebook/dp/B07FDKK9QW
A Bulletproof Approach to Meeting Your Financial Goals with Peter Lazaroff
Real Estate Investing For Women
“What should I do with my money?” As the Chief Investment Officer at a $4 billion wealth management firm, Peter Lazaroff is no stranger to this question. Peter has built a national reputation as an educator and wealth management expert due to his ability to simplify complex financial topics into easily digestible lessons. In his latest book, Making Money Simple, Peter provides a framework for turning career success into financial success. He does this by focusing only on the most important financial decisions and creating a system that quietly nudges your finances in the right direction without regular ongoing effort. No matter your financial situation, Peter will give you the tools and knowledge to write your own financial success story. In addition to developing and communicating Plancorp’s investment strategy, Peter regularly writes for The Wall Street Journal and Forbes. He also appears on national television and speaks at events across the country. In this episode, we talk about: Get your FREE GIFTS and RESOURCES go to: PeterLazaroff.com/women SmartMoneyQuiz.com BrightPlan.com/simple Connect with Peter on his website: www.peterlazaroff.com and take the free quiz www.smartmoneyquiz.com To watch the EXTRA portion of this show go to RealEstateInvestingForWomenExtra.com ------------------------------------------------------ Learn how to create a consistent income stream by only working 5 hours a month the Blissful Investor Way. Grab my FREE guide at http://www.BlissfulInvestor.com
047 Fear Finances and Happiness | Peter Lazaroff ~ Man of Mastery
Man of Mastery Podcast
Peter Lazaroff is the Chief Investment Office at a $4 billion wealth management firm, a contributing author in Forbes and the WSJ, and recently released his first book Making Money Simple. This conversation, including a discussion of the biology of fear in investors, is super timely. Peter also talks about the science of happiness from spending and giving – in experiences, memories, and relationships. As we all take this COVID-19 lockdown opportunity to reflect and reprioritize, listen to this one and check in with yourself on the spending and earning and lifestyle needs that will best serve you now and after your peak earning years. Episode show notes and links Performance Kickstart Training Course
10 Things You Should Do If You're 10 Years From Retirement with Peter Lazaroff
Stay Wealthy Retirement Show
Today, Peter Lazaroff is sharing the 10 things you should be doing right now if you're a decade from retirement. Get this... Only 10% of people are confident they have enough saved for retirement, according to CNBC. Even more, 41% said they hadn’t taken any steps to address their savings concerns. If retirement is on the horizon and you need an action plan to boost your confidence, Peter is breaking it all down for you today in plain English.