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Announcing My New Book: The Perfect Portfolio


Episode 209


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

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Is there such a thing as a perfect portfolio? 

 

In this short solo episode, Peter Lazaroff shares exciting news—his next book…


Published on 4 months, 2 weeks ago

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Lessons on Investing, Market Crises, and the Power of Staying Calm With CNBC's Bob Pisani


Episode 208


Sign up for exclusive updates, offers, and bonus chapters of my new book: The Perfect Portfolio. 

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CNBC's Senior Markets Correspondent Bob Pisani has spent over 25 years reporting from the New …


Published on 4 months, 3 weeks ago

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TACO Investing: Navigating Market Volatility in the Age of Policy Whiplash


Episode 207


Sign up for exclusive updates, offers, and bonus chapters of my new book: The Perfect Portfolio. 

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Welcome to the world of TACO investing—where "Trump Always Chickens Out"—a phrase capturing th…


Published on 5 months ago

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Redefining Behavioral Finance for the Modern Investor with Brian Portnoy


Episode 206


Sign up for updates and exclusive offers related to Peter's new book, The Perfect Portfolio, by visiting https://theperfectportfoliobook.com

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Recorded in front of an audience at the CFA Institu…


Published on 5 months, 1 week ago

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I'm Close to Retirement and the Market is Crazy…Now What?


Episode 205


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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Approach…


Published on 5 months, 2 weeks ago

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Financial History's Biggest Lessons and How Past Crashes Can Guide Your Investing with Mark Higgins


Episode 204


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.

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In this episod…


Published on 5 months, 3 weeks ago

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Income vs. Total Return: Which Strategy Builds A More Reliable Retirement?


Episode 203


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.

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Published on 5 months, 4 weeks ago

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Are Private Markets Worth It? Vanguard's Fran Kinniry on Risks, Rewards, and Realities


Episode 202


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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Private …


Published on 6 months ago

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Should You Buy the Dip? Smart Strategies And Surprising Math


Episode 201


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.

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Published on 6 months, 1 week ago

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The Overlooked Aspects Most Retirement Plans Miss With Christine Benz


Episode 200


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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Retireme…


Published on 6 months, 2 weeks ago





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