The Long Term Investor

To get exclusive access to my quarterly webinar, sign up for my newsletter here .  -----  Markets have been stronger than many investors expected in 2026, but the story beneath the surface is more complicated than the headline returns suggest.  Listen now and learn: ► Why U.S. stocks have held up despite geopolitical shocks, energy concerns, and higher bond yields ► How the AI buildout is influenc...

Get updates for my new book here: https://Theperfectportfoliobook.com   -----  Haley Sacks, better known as Mrs. Dow Jones, joins The Long Term Investor to discuss how to stop feeling intimidated by money and start building real financial confidence. We talk about her new book, Future Rich Person , and why building wealth is not about deprivation, looking rich, or chasing shortcuts—it is about tak...

Get updates for my new book here: https://Theperfectportfoliobook.com   -----  After every major market move, investors are tempted to say, "I knew that was going to happen." In this episode, we explore hindsight bias: the mental shortcut that makes the past look more predictable than it really was, and why that can be dangerous for your portfolio.  Listen now and learn: ► Why past market events o...

Hiring a financial advisor is a big decision. My "How to Interview a Financial Advisor" worksheet gives you the tools to navigate the process and choose an advisor who fits your goals. Download it for free . -----  In this episode, I'm joined by Cameron Passmore, co-host of The Rational Reminder and a leader at PWL Capital, to discuss whether financial advice can scale without getting worse. We ex...

Get updates for my new book here: https://Theperfectportfoliobook.com   -----  When investors hear "SpaceX IPO," some wonder how to get access before shares begin trading, while others worry about what mega-IPOs could do to the funds they already own. This episode breaks down why IPO day gets too much attention—and why the more important story may unfold over time. Listen now and learn: ► Why the...

Get updates for my new book here: https://Theperfectportfoliobook.com   -----  In this episode, I'm joined by Hendrik "Hank" Bessembinder to discuss why the stock market has created enormous long-term wealth even though most individual stocks have failed to beat Treasury bills. We explore what this means for diversification, stock picking, financial planning, sequence risk, and the way investors s...

Get updates for my new book here: https://Theperfectportfoliobook.com   -----  In this episode, we look at why intelligence, information, and confidence are not enough to protect investors from bias — and why a sound process matters more than feeling certain. I'll also preview one of the core ideas from my upcoming book, The Perfect Portfolio, and share how to follow along as the book comes togeth...

Get updates for my new book here: https://Theperfectportfoliobook.com   -----  In this episode, I'm joined by Phillip "Felipe" Toews, author of The Behavioral Portfolio, to discuss why good investing is about more than selecting the right mix of stocks and bonds. Listen now and learn: ► How client pressures can push advisors into poor investment decisions ► Why traditional portfolios can be harder...

Not sure if your investments are set up for long-term success? Let's review your strategy and make sure you're on the right track. Book a call with Peter now . -----  Most investors have been taught that investing is basically solved: own a few low-cost funds, keep fees down, and move on. In this episode, I explain why that idea is only partly true — and why real investment management can become f...

You don't have time to sift through endless financial content. That's why I do it for you. Get exclusive downloads and my top 5 must-read articles in a quick, easy-to-digest email. Sign up for my newsletter . -----  I'm joined by Ben Carlson, author of Risk and Reward and the popular blog A Wealth of Common Sense, for a conversation about why investing is never as easy as it looks on paper. We tal...

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 . -----  You've maxed out your 401(k), IRA, and HSA. Now what? In this episode, I explain how to think about flexibility, taxes, cash reserves, kids, debt, and lifestyle decisions once the obvious retirement-account p...

You don't have time to sift through endless financial content. That's why I do it for you. Get exclusive downloads and my top 5 must-read articles in a quick, easy-to-digest email. Sign up for my newsletter . -----  In this episode, I sit down with Eric and Kali Roberge to talk about one of the hardest balancing acts in family finance: how to help your kids financially without losing sight of your...

FREE DOWNLOAD: Can I Make a 529-to-Roth IRA Transfer?  -----  529 plans are one of the best tools available for education savings, but many parents still hesitate to use them because they worry about saving too much. In this episode, I explain how 529 plans work, what the new 529-to-Roth IRA rollover rules actually do, and why custodial accounts may deserve more attention as a flexible companion s...

You don't have time to sift through endless financial content. That's why I do it for you. Get exclusive downloads and my top 5 must-read articles in a quick, easy-to-digest email. Sign up for my newsletter . -----  Trump Accounts are getting a lot of attention as a new way to save for a child, but new does not always mean better. In this episode, I break down how Trump Accounts work, how they com...

Get updates for my new book: https://Theperfectportfoliobook.com   -----  Anu Ganti joins The Long Term Investor to break down the newest SPIVA U.S. Scorecard and what it says about the long-running active versus index debate. This conversation goes beyond the headline numbers to explore why beating the market remains so difficult, why finding the managers who can keep doing it is even harder, and...

Get updates for my new book: https://Theperfectportfoliobook.com   -----  Sam Ro returns to The Long Term Investor to help make sense of the headlines, valuations, and market narratives that so often distract investors from what matters most. This conversation is a timely reminder that while the story changes every week, the long-term drivers of returns—especially earnings and business fundamental...

Get updates for my new book: https://Theperfectportfoliobook.com   -----  Brad Stulberg returns to The Long Term Investor to share a more grounded, more human definition of excellence—one rooted not in perfection or status, but in meaningful work, clear values, and deep satisfaction. This conversation is full of practical wisdom for anyone trying to do great work, stay focused in a distracted worl...

Not sure if you're financially ready to retire? Let's create a strategy to give you confidence. Book a call with Peter now . -----  This is the third and final episode in our ETF series, and it seeks to answer a common question that comes up with 351 exchanges: How do you decide which ETF is the right one when it doesn't have a track record? In this episode, I explain what a 351 exchange is in pla...

ETFs look simple on the surface—you buy a ticker and move on. But behind every ETF is a set of mechanics that explains how shares get created, why prices usually stay close to what the fund owns, and when trading costs and tax outcomes can surprise you. In Part 2 of this three-episode series, I break down the ETF "plumbing" in plain English so you can use ETFs more confidently and avoid common mis...

This is Part 1 of a three-episode series on ETFs—and how their behind-the-scenes mechanics ultimately make 351 exchanges possible. When a new ETF shows up in your brokerage account, it can feel like it appeared out of thin air. In reality, launching an ETF is more like launching a regulated business: sponsors test demand, build infrastructure, line up seed capital, and then hope the fund survives...

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. -----  SpaceX could be one of the most anticipated IPOs since Facebook—and whether it happens this year or years from now, the same IPO dynamics will show up the moment the headlines hit. In this episode, I use explain how IPOs actually work, why th...

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 . -----  If you ever hire help, how do you tell whether you're getting a high-quality advisor? Ranie Verby, Plancorp's Director of Practice Management, joins the show to explain what "financial advisor" can really mean,...

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 . ----- AI is turning into a real capital cycle, with trillions of dollars of infrastructure and investment flowing into the buildout. That economic story matters, but it doesn't automatically translate int...

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 . -----  In this episode, Peter sits down with Vanguard's Kevin DiCiurcio to unpack how Vanguard thinks about long-term return forecasts—and why the percentiles in those tables are the part most investors m...

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 . -----  Ever wondered where your retirement plan's "probability of success" really comes from? In this episode, Peter pulls back the curtain on the assumptions inside Monte Carlo analysis—and explains why...