Podcast Episodes

Why Everyone Suddenly Loves Gold (and What Could Go Wrong)

Episode 229

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 w…

Published on 8 hours ago

Stop Keeping Score: Power & Fairness With Money Ft. Heather and Doug Boneparth

Episode 228

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.

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Money talks fall apar…

Published on 1 week ago

Should You Move to Cash When Markets Hit All-Time Highs?

Episode 227

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.

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Markets …

Published on 2 weeks ago

From Numbers to Meaning When Building Your Retirement Plan with Carl Richards

Episode 226

Please rate and review The Long-Term investor in your favorite podcast app.

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Author and illustrator Carl Richards joins the show to discuss his new book Your Money and the real conversations we…

Published on 3 weeks ago

Trapped By Taxes? How 351 Exchanges Let You Diversify Without Selling Your Stock

Episode 225

Wondering if you're making the right financial moves? Let's build a strategy you can rely on. Schedule a call with Peter to get professional guidance.

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Many investors want to diversify out of a…

Published on 4 weeks ago

Year-End Tax Planning After the OBBBA (EP.224)

Episode 224

Your finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no-obligation call. Grab yours now.

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Tax law sh…

Published on 1 month ago

Bond Funds vs Individual Bonds: What's Best for Your Portfolio?

Episode 223

Wondering if you're making the right financial moves? Let's build a strategy you can rely on. Schedule a call with Peter to get professional guidance.

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When it comes to bonds, investors often f…

Published on 1 month, 1 week ago

M&A, Valuations, and the Future of RIAs — A Conversation with Ian Wenik

Episode 222

Ready to hire an advisor? Whether it's for retirement planning, proactive tax planning, or navigating complex financial decisions, see how our team at Placorp can help. Schedule a call with Peter now…

Published on 1 month, 2 weeks ago

Muni Bonds Explained: How To Incorporate Tax-Free Income With Investing For Retirement

Episode 221

Municipal bonds can be a powerful tool for high-income investors, but only when used thoughtfully. In this episode, I explain how to evaluate muni bonds with tax-equivalent yield, the difference betw…

Published on 1 month, 3 weeks ago

Can AI Keep Driving the Stock Market Higher? Callie Cox Explains

Episode 220

Get updates for my new book: https://Theperfectportfoliobook.com 

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AI has fueled massive gains for Big Tech, but can one sector really carry the market forever? 

In this episode, I'm joined by …

Published on 2 months ago