Peter Lazaroff - Making Money Simple

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby speaks with Peter Lazaroff. Peter Lazaroff, CFA, CFP® is the Chief Investment Officer at Plancorp, which manages over $5.5 billion of client assets. In addition, Peter is the author of Making Money Simple. Peter is known for taking complex financial strategies and sharing them in easy to understand language everyone can apply to improve their wealth and financial habits. His insights are regularly seen around the world on major media platforms like The Wall Street Journal, Forbes, CNBC, and The New York Times.

Tune in to hear:

- How did Peter get started reviewing frozen pizzas?

- What is it that most people misunderstand about investing?

- How does Peter, as an advisor, go about crafting a vivid and salient personal vision for his clients?

- How can you bring clients back to a vision of their future selves in a difficult moment?

- How, practically, does Peter try to maximize anxiety-adjusted returns when creating a portfolio?

- What are some behavioral similarities between cake mixes and portfolios?

- Why did Peter dedicate an entire chapter of his book to market downturns?

- How does one educate their clients honestly about potential market downturns gently without scaring them off?

https://www.amazon.com/Making-Money-Simple-Complete-Financial/dp/1119537878

https://peterlazaroff.com/podcast/

Compliance Code: 0783-OAS-5/5/2022.