Peter Lazaroff

Co-CIO of Plancorp and BrightPlan

New York City, USA

About Peter

Peter Lazaroff is a financial expert and author. He is the co-CIO of Plancorp and BrightPlan, and has written extensively on personal finance and investing. He is the author of the book Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever.

Associated Podcasts

The Compound and Friends

Guest

The Long Term Investor

Host

Connect

Key Topics

business investing news management

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Recent Appearances

How to Pursue Excellence and Stay Human in the Age of AI With Brad Stulberg (EP.248)

The Long Term Investor•Mar 18, 2026•43:28•host

How to Evaluate an ETF for a 351 Exchange: The Checklist to Get It Right (EP.247)

The Long Term Investor•Mar 11, 2026•10:36•host

Peter Lazaroff

About Peter

Associated Podcasts

The Compound and Friends

The Long Term Investor

Connect

Key Topics

Recent Appearances

How to Pursue Excellence and Stay Human in the Age of AI With Brad Stulberg (EP.248)

How to Evaluate an ETF for a 351 Exchange: The Checklist to Get It Right (EP.247)

The Hidden Mechanics of ETFs: APs, Creation Units, and Pricing (EP.246)

How ETFs Come to Market: From Idea to Ticker (EP.245)

SpaceX IPO: What IPOs Really Are—and Why Your Plan Doesn't Need Them (EP.244)

The Importance of Working With A High-Quality Advisor with Plancorp's Ranie Verby (EP.243)

How to Think About Investing in AI (EP.242)

Vanguard's Return Forecasts Explained: What the Percentiles Really Mean with Kevin DiCiurcio (EP.241)

Inside the Engine: The Assumptions Behind Your Monte Carlo Retirement Plan (EP.240)

The 2026 Market Outlook: Earnings, the Fed, the Magnificent Seven, and Long-Term Investing with Liz Ann Sonders (EP.239)

Talking Shop with Rubin Miller (EP.238)

Talking Shop with Ashby Daniels (EP.237)

How to Choose Your Stock/Bond Mix (and Stick With It When Markets Get Ugly) (EP.236)

Why Your Bond Questions Are Really About Cash (EP.235)

Index vs Factor Investing (EP.234)

What Is The Market Portfolio—And How Should It Influence How We Invest? (EP.233)

The Latest Innovation in ETFs and Mutual Funds: Share Class Exemptive Relief, Explained — with Marlena Lee (EP.232)

Before You Add Alternatives: How to Tell if Private Markets Fit Within Your Plan (EP.231)

Year-End Equity Comp Playbook With John Owens (EP.230)

Why Everyone Suddenly Loves Gold (and What Could Go Wrong) (EP.229)