The Long Term Investor

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 . -----  Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, joins me for a wide-ranging conversation about what actually matters for long-term investors heading into 2026. We get past the headline forecas...

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 Talking Shop episode, I sit down with Rubin Miller for an unscripted conversation about why market forecasts fail, how advisors actually set return assumptions, and where investors most oft...

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 Talking Shop episode, I sit down with Ashby Daniels for an unscripted, behind-the-scenes conversation about investing, markets, and the behavioral mistakes that quietly derail long-term res...

Get updates for my new book: https://Theperfectportfoliobook.com -----  Most people think "risk" means volatility. In this episode, I define risk the way long-term investors actually experience it: the risk of failing to fund your life. Then we turn that definition into a practical plan–choosing a stock/bond mix you can live with, deciding what goes in each sleeve, and rebalancing with rules inste...

Get updates for my new book: https://Theperfectportfoliobook.com   -----  Bond ladders, bond funds, money markets—if those words have you second‑guessing your plan, this episode will clear the fog. Inspired by questions from my Perfect Portfolio book‑updates list, I explain why many "bond" debates are actually cash management problems in disguise—and how to build a simple system that helps you sta...

Get updates for my new book: https://Theperfectportfoliobook.com   -----  Index funds are often pitched as the no-brainer choice for long-term investors—but are they the only rules worth following? In this episode, I use one of my favorite analogies to explain how indexing and factor investing evolved, how they differ, and how to decide which mix fits your goals and behavior. Listen now and learn:...

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 . -----  Most of us feel like we "own the market" with a U.S. stock index and a core bond fund. But the real global market portfolio — the value of every investable asset in the world — looks very different...

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 . -----  Dimensional Fund Advisors' Marlena Lee joins Peter to unpack the SEC's share class exemptive relief—the change that lets one portfolio be offered as both a mutual fund and an ETF.    Listen now and...

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 .  -----  In this rebroadcast, Peter sits in the guest chair to explain why he rarely recommends private markets—and the specific situations where they do belong. He lays out a clear filter built around liquidity, pur...

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 . -----  Equity compensation can turbocharge wealth—and taxes. Brooklyn Fi managing partner John Owens joins Peter to share a clear year-end playbook for RSUs, ISOs/NQSOs, and ESPPs, including how to avoid AMT surprises...

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 when you sign up for my newsletter . -----  Gold just cleared $4,000 an ounce while stocks hover near highs—a rare split-screen of optimism and caution. In this episode, I break down what's actually pus...

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 . ------ Money talks fall apart when couples keep score. In this episode, Heather and Doug Boneparth show how fairness—not 50/50—actually works in real life, and how power shows up through invisible labor, access, and decision rig...

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 . -----  Markets have hit record levels dozens of times this year, and the headlines are filled with uncertainty. It's no wonder investors are asking whether now is the time to take some chips off the table. In this e...

Please rate and review The Long-Term investor in your favorite podcast app. -----  Author and illustrator Carl Richards joins the show to discuss his new book Your Money and the real conversations we should be having about finances. If you've ever wondered how to stop worrying about money and start using it intentionally, this conversation will leave you thinking differently about every dollar you...

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. -----  Many investors want to diversify out of a few appreciated stocks but can't stomach the tax bill that comes with selling. In this episode, Peter Lazaroff explains how Section 351 exchanges give investors a smarter, tax-efficient way to move fr...

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 . -----  Tax law shifts can change the best time to recognize income, give to charity, and make big business decisions. This episode unpacks how the "One Big Beautiful Bill Act (OBBBA)" reshapes year-end planning for pr...

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. -----  When it comes to bonds, investors often face a tough question: should you own individual bonds or stick with bond funds? In this episode of The Long Term Investor, I break down the trade-offs and explain how bonds really fit into a long-term...

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 . -----  What's it really like to cover the RIA and wealth management industry from the inside?  In this episode, I talk with Ian Wenik, Editor at Citywire RIA, about his journey from sports writing t...

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 between general obligation and revenue bonds, and why I avoid state-specific and high-yield issues. I also share Plancorp's implementation approach and give a market outlook on why munis remain attractive...

Get updates for my new book: https://Theperfectportfoliobook.com   -----  AI has fueled massive gains for Big Tech, but can one sector really carry the market forever?  In this episode, I'm joined by Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, to explore the tension between Wall Street's AI-fueled optimism and the realities of a slowing economy. We discuss what history teach...

Check out the best podcast show notes on the internet at www.thelongterminvestor.com   -----  Mutual funds, ETFs, and SMAs all give you access to the market — but the way they handle taxes, costs, and control can lead to very different outcomes. In this episode, I break down how each vehicle works, where it shines, and when it falls short. If you've ever wondered which is best for your portfolio,...

Not all financial advisors are created equal. Before you hire one, make sure you're asking the right questions. Use my structured interview worksheet to compare advisors and avoid costly mistakes. Get it free .     Vanguard's Advisor's Alpha framework just turned 25—and few people know its impact better than Fran Kinniry, the study's original architect. In this episode, we explore how Advisor's Al...

Get updates for my new book: https://Theperfectportfoliobook.com   -----  Recently, I joined Jesse Cramer on The Best Interest Podcast for a conversation on volatility, investor behavior, and how to avoid overreacting to headlines. We unpack why market noise can distort long-term plans and what to do when your risk tolerance feels misaligned with your portfolio. Listen now to learn: ► Why volatili...

Get updates for my new book: https://Theperfectportfoliobook.com   -----  Dan Rasmussen, author of The Humble Investor, joins me to unpack the overlooked superpower of humility in investing. We discuss why market forecasts often go wrong, how overconfidence fuels financial mistakes, and where conventional wisdom can lead investors astray. Dan also reveals the hidden risks in popular private market...

See exactly how I invest my own money. I break down my asset allocation, cash reserves, and why I keep my portfolio simple. Download the guide now . ----- I recently joined the 20/20 Money podcast to explore Opportunity Zones—investment vehicles known for their attractive tax benefits, but often misunderstood risks. As we dissect several real-world scenarios, I share a concept from my upcoming boo...