The Long Term Investor
Episodes
Financial Planning for Female Breadwinners ft Sara Gelsheimer (EP.149)
24 Apr 2024
Contributed by Lukas
This episode welcomes back Sara Gelsheimer, Senior Wealth Manager at Plancorp, to discuss the challenges and strategies for female breadwinners, balan...
Investing at All-Time Highs and Preparing For the Next Market Crash (EP.148)
17 Apr 2024
Contributed by Lukas
Originally aired on The Best Interest Podcast, Peter shares insights on why all-time highs are more common than one might think, the importance of mai...
What is the Retirement Podcast Network? ft Taylor Schulte and Benjamin Brandt (EP.147)
10 Apr 2024
Contributed by Lukas
Taylor Schulte and Benjamin Brandt join the show to talk about the Retirement Podcast Network and share valuable perspectives on various retirement-re...
Is the S&P 500 Too Concentrated? (EP.146)
03 Apr 2024
Contributed by Lukas
In this episode, we delve into the complexities of the S&P 500's index concentration, spotlighting the unprecedented impact of the 'Magnificent 7' on ...
Behind The Scenes: How Peter Views Portfolio Construction (EP.145)
27 Mar 2024
Contributed by Lukas
In this episode, Peter shares his interview from Investipal's Podcast about all things portfolio construction and investment management. Listen now...
Why You Must Take Capital Gains to Rebalance Your Portfolio (EP.144)
20 Mar 2024
Contributed by Lukas
When it comes to the disciplined approach of portfolio rebalancing, investors often find themselves in a conundrum, particularly with the necessity of...
How to Define What is "Enough" Financially with Manisha Thakor (EP.143)
13 Mar 2024
Contributed by Lukas
Manisha Thakor, author of MoneyZen: The Secret to Finding Your "Enough," joins the show to share practical steps to embrace a life of "enough." Lis...
Why Nvidia's Boom Isn't a Missed Opportunity (EP.142)
06 Mar 2024
Contributed by Lukas
In this episode, we delve into the heart of Nvidia's recent surge and why it's not the missed opportunity it might seem. Listen now and learn: Nvi...
Evaluating Retirement Withdrawal Strategies with Christine Benz (EP.141)
28 Feb 2024
Contributed by Lukas
In this episode, we're joined by Christine Benz, Director of Personal Finance at Morningstar, who shares fascinating insights from her latest co-autho...
5 Reasons You Need a Financial Plan That Have Nothing to Do With Money (EP.140)
21 Feb 2024
Contributed by Lukas
You need money for everything, but money isn't everything. That's why there are a number of non- financial reasons you ought to embrace financial plan...
Advanced Executive Compensation Strategies With Derek Jess (EP.139)
14 Feb 2024
Contributed by Lukas
The conversation continues with Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, who returns to delve deeper into executive compensation...
Equity Compensation Strategies: Everything You Need to Know With Derek Jess (EP.138)
07 Feb 2024
Contributed by Lukas
Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, shares his vast knowledge of integrating equity and executive compensation into compreh...
Investing in Stocks at All-Time Highs (EP.137)
31 Jan 2024
Contributed by Lukas
Peter provides a data-driven analysis of what investing in stocks at an all-time high means for investors today. Listen now and learn: The signi...
Decoding 2024's Investment Landscape with Callie Cox (EP.136)
24 Jan 2024
Contributed by Lukas
Callie Cox, an acclaimed investment analyst, shares her expertise on navigating the complexities of the financial world in 2024. Tune in for an enligh...
Bitcoin ETF's Are Here, Should You Invest? (EP.135)
17 Jan 2024
Contributed by Lukas
This episode explores the groundbreaking approval of spot price bitcoin ETFs by the SEC. Understand the impact of this development on investors ...
Mastering Change in Life and Work ft. Brad Stulberg (EP.134)
10 Jan 2024
Contributed by Lukas
This episode features a deep conversation with renowned author and coach Brad Stulberg, exploring the intricate dynamics of mastering change in both p...
Setting Meaningful Money Resolutions (EP.133)
03 Jan 2024
Contributed by Lukas
In this episode, we explore setting financial goals that transcend mere numbers. Listen now and learn: Why most money goals aren't aligned with ho...
Investing in Retirement (Rewind) (EP.132)
27 Dec 2023
Contributed by Lukas
This is the sixth episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a rep...
Investing in Your 60s (Rewind) (EP.131)
20 Dec 2023
Contributed by Lukas
This is the fifth episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a rep...
Investing in Your 50s (Rewind) (EP.130)
13 Dec 2023
Contributed by Lukas
This is the fourth episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a repl...
Investing in Your 40s (Rewind) (EP.129)
06 Dec 2023
Contributed by Lukas
This is the third episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a rep...
Investing in Your 30s (Rewind) (EP.128)
29 Nov 2023
Contributed by Lukas
This is the second episode of the Investing by Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a re...
Investing in Your 20s (Rewind) (EP.127)
22 Nov 2023
Contributed by Lukas
This is the first episode in the Investing by Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a r...
25 Financial Thought Leaders Define "What Does It Mean To Be A Long-Term Investor? (EP.126)
15 Nov 2023
Contributed by Lukas
What does it mean to be a long-term investor? In this special mash up episode, all the show's guests from the past year weigh in. Listen now to hea...
Why Recessions Are So Hard To Predict with Morgan Housel [LIVE] (EP.125)
08 Nov 2023
Contributed by Lukas
Recorded in front of a live audience for the CFA Society of Detroit's Annual Luncheon, Morgan Housel shares key insights from his new book Same As Eve...
The Four Pillars of Investing ft. William Bernstein (EP.124)
01 Nov 2023
Contributed by Lukas
William Bernstein, author of The Four Pillars of Investing, joins the show to talk about the most recent edition of his highly influential work. Li...
Form ADV: How to Research Financial Advisory Firms (EP.123)
25 Oct 2023
Contributed by Lukas
Just as you'd scrutinize a potential new car's specs or a house's foundation, your investments deserve the same diligence. The Form ADV Part 2 offers ...
Connecting With Your Future Self to Make Better Decisions ft. Hal Hershfield (EP.122)
18 Oct 2023
Contributed by Lukas
Hal Hershfield is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA's Anderson School of Management. His research, which si...
What is Evidence-Based Investing? (EP.121)
11 Oct 2023
Contributed by Lukas
Dive into the world of evidence-based investing, where empirical research informs portfolio strategies. meets portfolio construction. This episode unr...
Crucial Year-End Tax and Estate Planning Strategies with Plancorp's Susan Jones (EP.120)
04 Oct 2023
Contributed by Lukas
The time for year-end tax and estate planning is now, and this year it's particularly important to get started as certain provisions from the Tax Cuts...
The Evolution of Behavioral Finance ft. Meir Statman [LIVE] (EP.119)
27 Sep 2023
Contributed by Lukas
Live from Future Proof, the world's largest wealth festival, Meir Statman talks about the evolution of behavioral finance and how the latest generatio...
4 Ways to Diversify Concentrated Stock Positions (EP.118)
20 Sep 2023
Contributed by Lukas
Concentrated stock positions typically emerge through employee compensation, inheritance, or a singularly successful investment. But in all cases, a l...
What's the Best Strategy For Investing a Large Amount of Cash? (EP.117)
13 Sep 2023
Contributed by Lukas
When you plan to invest a large amount of money, you probably want to know when it's best to invest that cash. Should you invest it all at once or dol...
The Astounding Math Behind Car Ownership with Jesse Cramer (EP.116)
06 Sep 2023
Contributed by Lukas
Jesse Cramer, author of The Best Interest, joins the show to share his in-depth research into the astounding math behind car ownership. Listen now ...
Debunking Myths About FedNow (EP.115)
30 Aug 2023
Contributed by Lukas
The Federal Reserve recently unveiled a new payments system called FedNow that would replace the United State's antiquated system created more than 50...
How to Strategically Pay Down Your Student Debt with Tyler Olson (EP.114)
23 Aug 2023
Contributed by Lukas
In the second episode of a series about student loan debt, I'm joined by Tyler Olson, who provides financial advice and education for early and mid-ca...
High Income, High Debt: Strategies for Tackling Massive Student Loans Cait Howerton (EP.113)
16 Aug 2023
Contributed by Lukas
Cait Howerton, CFP® shares her deep expertise in student loans and provides a broad overview on strategies for paying them off. Listen now and l...
The Uncertainty Solution with John Jennings (EP.112)
09 Aug 2023
Contributed by Lukas
John Jennings, author of The Uncertainty Solution joins the show to explain how to invest with confidence in inherently uncertain and unpredictable ma...
How to Determine Your Investment Risk Tolerance (EP.111)
02 Aug 2023
Contributed by Lukas
Building the perfect portfolio doesn't matter one bit if it doesn't align with your willingness and ability to take risk. Evaluating your own risk tol...
Index vs Factor Investing and the Impact on Retirement Savings ft. Mathieu Pellerin (EP.110)
26 Jul 2023
Contributed by Lukas
How does the choice of using index funds or core funds with an emphasis on value, size, and profitability impact your retirement savings? Mathieu...
Should You Hold Cash Instead Of Bonds Right Now? (EP.109)
19 Jul 2023
Contributed by Lukas
The primary purpose of bonds is to reduce the overall volatility of the portfolio, but as we saw in 2022, that doesn't mean they can't lose money. ...
The Great Money Reset with Jill Schlesinger (EP.108)
12 Jul 2023
Contributed by Lukas
Jill Schlesinger, host of Jill on Money and award-winning business analyst for CBS News, joins the show to talk about her latest book: The Great Money...
Are US Stocks Enough For Your Portfolio? (EP.107)
05 Jul 2023
Contributed by Lukas
The United States is an exceptional place to invest and they've historically delivered higher returns than international stocks. That begs the qu...
Lessons from the World's Most Successful People with Polina Pompliano (EP.106)
28 Jun 2023
Contributed by Lukas
Polina Pompliano is the author of HIDDEN GENIUS: The Secret Ways of Thinking That Power the World's Most Successful People. She is also the founder of...
How Will AI Impact Your Portfolio? (EP.105)
21 Jun 2023
Contributed by Lukas
Retail investors are often curious about various aspects of AI, especially regarding its potential impact on the financial markets and investment oppo...
Challenging Conventional Wisdom With Ashby Daniels (EP.104)
14 Jun 2023
Contributed by Lukas
The problem with conventional wisdom is that it represents the masses, but there's a whole host of things that conventional wisdom gets wrong. By defa...
HSAs – Supercharge Your Retirement Savings With This Powerful Account (EP.103)
07 Jun 2023
Contributed by Lukas
There isn't a better retirement savings account than a Health Savings Account (HSA). Listen now and learn: How HSAs actually work Ways to ...
AI and the Evolution of Financial Advice with Michael Kitces [LIVE] (EP.102)
31 May 2023
Contributed by Lukas
Michael Kitces is one of the industry's leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth...
Debt Ceiling Standoff: 3 Possible Outcomes ft. Chris Kerckhoff (EP.101)
24 May 2023
Contributed by Lukas
Plancorp's CEO, Chris Kerckhoff, joins the show for a live recording at the Wealth Management EDGE Conference. Listen now and learn: Why the debt ...
What Real Financial Advice Means with Carl Richards (EP.100)
17 May 2023
Contributed by Lukas
In this episode, I'm joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New ...
The Problem With Investing in Bond Indexes (EP.99)
10 May 2023
Contributed by Lukas
Using index funds in your stock portfolio has historically been a wise choice, but bond indexes have some inherent disadvantages that make them a less...
Financial Steps to Take After the Death of A Spouse With Mike Piper (EP.98)
03 May 2023
Contributed by Lukas
The death of a spouse is one of the most emotionally challenging times of a person's life. In this financially driven conversation, Mike Piper explain...
Individual Bonds vs Bond Funds (EP.97)
26 Apr 2023
Contributed by Lukas
Bond funds are superior to individual bonds for four distinct reasons. Listen now and learn: The hidden costs in individual bonds The easy ...
The 3 Components of Successful Investing with Rick Ferri (EP.96)
19 Apr 2023
Contributed by Lukas
Rick Ferri, host of the Bogleheads on Investing podcast, joins the show to talk about the three components of successful investing. Listen now a...
What Is Direct Indexing? (EP.95)
12 Apr 2023
Contributed by Lukas
As consumers, we've come to expect customization and personalization with most things these days, whether it's our coffee order, streaming preferences...
A History of Investment Vehicles From 1774-2023 with Jamie Catherwood (EP.94)
05 Apr 2023
Contributed by Lukas
This week, financial history expert Jamie Catherwood of Investor Amnesia joins the show to share the history of innovation in investment vehicles and ...
What the Silicon Valley Bank Failure Means For You (EP.93)
29 Mar 2023
Contributed by Lukas
The daily news cycle is of very little importance when it comes to long-term investing, but the failure of Silicon Valley Bank is the type of news it...
Stocks for The Long Run with Jeremy Schwartz (EP.92)
22 Mar 2023
Contributed by Lukas
In this episode, I'm joined by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. Prior to joining WisdomTree in 2005, Jeremy was a...
When Will the Bear Market End? (EP.91)
15 Mar 2023
Contributed by Lukas
Being more than a year into the current bear market, it's natural to wonder when it will end. In this episode, Peter shares his thoughts on where we a...
Planning Opportunities from SECURE 2.0 Act ft Plancorp's Brian King (EP.90)
08 Mar 2023
Contributed by Lukas
The SECURE 2.0 Act passed at the end of 2022 includes 100 changes to the rules governing retirement savings. In this episode, I'm joined by Plancorp'...
How to Create a Budget That Actually Works (EP.89)
01 Mar 2023
Contributed by Lukas
Creating a budget and sticking to it is difficult for most people because the process is time consuming and restrictive. Traditional budgeting forces...
Evidence-Based Investing with Robin Powell (EP.88)
22 Feb 2023
Contributed by Lukas
Robin Powell is an award-winning journalist and campaigner for positive change in global investing, advocating better investor education, and greater ...
How to Measure the Success of Your Portfolio (EP.87)
15 Feb 2023
Contributed by Lukas
Measuring the success of your portfolio is important for several reasons, but most people don't know how to properly measure the success of their por...
Improving Diversity & Inclusion in Financial Planning ft. Dasarte Yarnway (EP.86)
08 Feb 2023
Contributed by Lukas
Upon starting his independent advisor journey in 2015, Dasarte Yarnway quickly learned that underrepresented clients and advisors alike were overlooke...
What's The Right Way to Measure Yield? (EP.85)
01 Feb 2023
Contributed by Lukas
Now that yields are high enough to warrant our attention, what is the right way to measure yield? Listen now and learn: Pros and cons of four popu...
CIO Roundtable with Rubin Miller and Phil Huber (EP.84)
25 Jan 2023
Contributed by Lukas
I love talking shop with colleagues from around the country and wanted to give you a peek into those conversations, so this week I invited two of my f...
4 Simple Steps to Improve Your Financial Wellbeing (EP.83)
18 Jan 2023
Contributed by Lukas
How can two people with the same income, financial experiences, or education have very different levels of financial wellbeing? It's simple: a sense o...
A Random Walk Down Wall Street with Dr. Burton Malkiel (EP.82)
11 Jan 2023
Contributed by Lukas
Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. Listen n...
How To Interview An Advisor (Rewind) (EP.81)
04 Jan 2023
Contributed by Lukas
The start of a new year is one of the best inflection points for your finances. There are really nice tax planning, investment, and capital alloc...
Do it Yourself or Hire an Advisor? (Rewind) (EP.80)
28 Dec 2022
Contributed by Lukas
Markets are down, inflation is high, and many are expecting a recession. Are you ready? In this "rewind" episode, I revisit a popular epis...
IRMAA Fees In Retirement & How To Avoid Them with Taylor Schulte (EP.79)
21 Dec 2022
Contributed by Lukas
Successful retirement savers often find themselves in a high tax bracket during retirement (pensions, social security, RMDs, etc.). One of the downsid...
What To Do With RMDs You Don't Need (EP.78)
14 Dec 2022
Contributed by Lukas
After age 72, a Required Minimum Distribution (or RMD) must be withdrawn from your traditional IRAs and 401(k)s each year—whether you need it or not...
When Spreadsheets and Reality Collide with Ben Carlson (EP.77)
07 Dec 2022
Contributed by Lukas
When it comes to maximizing wealth, there is usually going to be a mathematically optimal solution, but that solution doesn't always align with our hu...
Is the 60/40 Portfolio Dead? (EP.76)
30 Nov 2022
Contributed by Lukas
Is the 60/40 portfolio dead? Both stock and bond markets are down this year, which has led to the traditional framework of the 60/40 portfolio bein...
Charitable Giving and Tax Strategies to Consider ft. Plancorp's Sara Gelsheimer (EP.75)
23 Nov 2022
Contributed by Lukas
Giving to charity is relatively straightforward, but there are many ways to maximize your gift and tax benefit with just a little planning. In this ep...
The Failure of Active Management (EP.74)
16 Nov 2022
Contributed by Lukas
Although the popularity of index investing has exploded in the past decade, actively managed funds still make up the majority of investor assets. L...
Why Active Management Fails with Dr. Andrew Berkin (EP.73)
09 Nov 2022
Contributed by Lukas
There is overwhelming evidence showing traditional active management is a losing strategy, but investors of all kinds still use it. In this week's ...
The Collective Wisdom of Financial Markets (EP.72)
02 Nov 2022
Contributed by Lukas
The collective knowledge of financial markets is one of the reasons it is extremely difficult for active managers to consistently outperform the marke...
Making Behavioral Finance Actionable with Bob Seawright (EP.71)
26 Oct 2022
Contributed by Lukas
Bob Seawright, author of The Better Letter, joins to share insights on making behavioral finance actionable. Listen now and learn: How to make beh...
Thinking of Markets Like Piles of Sand (EP.70)
19 Oct 2022
Contributed by Lukas
One of my favorite concepts when thinking about financial markets is complex adaptive systems, a concept that may sound overwhelming but is very easy ...
ESG Bonds with Steve Liberatore (EP.69)
12 Oct 2022
Contributed by Lukas
This episode features Steve Liberatore, Nuveen's Head of ESG/Impact for Global Fixed Income. Listen now and learn: The case for ESG bonds What mak...
Wealth Manager vs. Financial Advisor: What's the Difference? (EP.68)
05 Oct 2022
Contributed by Lukas
You may think that a Wealth Manager and Financial Advisor are the same thing, but a closer look at the distinctions reveals some important differences...
What Is Sustainable Investing? (Feat. Sam Adams) (EP.67)
28 Sep 2022
Contributed by Lukas
As sustainable investing has gotten more popular, the industry and the media has largely erased the original meanings of the terms we used to rely on ...
6 Questions People Don't Ask Their Financial Advisor, But Should (EP.66)
21 Sep 2022
Contributed by Lukas
If you've made the commitment to invest in yourself by assembling a professional team around you, it's worth taking the time to ask: are you getting t...
What is Going on In the Market with Gargi Pal Chaudhuri (EP.65)
14 Sep 2022
Contributed by Lukas
2022 has been a challenging time for global investors. Gargi Pal Chaudhuri, Head of iShares Investment Strategy and Markets Coverage, joins to share i...
Where to Invest For Yield Today (EP.64)
07 Sep 2022
Contributed by Lukas
Now that interest rates have risen, investors need to know where it's best to look for yield. Listen now and learn: The market higher yields makes...
Should You Invest in Individual Stocks? (EP.63)
31 Aug 2022
Contributed by Lukas
Successful investing is all about minimizing mistakes. Perhaps the most common mistake among people who take a natural interest in investing is owning...
Investing for Higher Expected Returns with Eduardo Repetto (EP.62)
24 Aug 2022
Contributed by Lukas
Eduardo Repetto, CIO of Avantis Investors, discusses a variety of concepts related investing for higher expected returns. Listen now and learn: Wh...
Investing in Retirement (EP.61)
17 Aug 2022
Contributed by Lukas
As you retire and transition from saving to spending, there are several unique planning opportunities and challenges that arise. Listen now and lea...
Investing in Your 60s (EP.60)
10 Aug 2022
Contributed by Lukas
In your 60s, retirement is approaching quickly. The decisions you make in the few years leading up to retirement and the first few years in retirement...
Investing in Your 50s (EP.59)
03 Aug 2022
Contributed by Lukas
Your 50s are the time you have the highest earnings and ability to save, so it's time to make the most of it. Listen now and learn: How to take ad...
Investing in Your 40s (EP.58)
27 Jul 2022
Contributed by Lukas
This is the third episode of the Investing By Age series. As you move into your peak earning years, it's all about making smart decisions right now. ...
Investing in Your 30s (EP.57)
20 Jul 2022
Contributed by Lukas
This is the second episode of the Investing by Age series. Your 30s are the time to begin building lasting wealth to meet life's growing demands. ...
Investing in Your 20s (EP.56)
13 Jul 2022
Contributed by Lukas
This is the first episode in the Investing by Age series. The financial decisions you make in your 20s are arguably more impactful than any other t...
Why Do Stocks Go Up? with Brian Feroldi (EP.55)
06 Jul 2022
Contributed by Lukas
Why does the stock market go up? Author and finance commentator, Brian Feroldi, joins the show to answer the most common questions everyday people hav...
How Much Money Do You Need to Retire? (EP.54)
29 Jun 2022
Contributed by Lukas
How much do you need to retire? People are living longer. Healthcare costs are rising. And we have no idea what Social Security will look like in t...
Making Sense of Confusing Advisor Conflicts with Professor Nicole Boyson (EP.53)
22 Jun 2022
Contributed by Lukas
Nicole Boyson has been a professor at Northeastern University since 2004 where she teaches and conducts research in areas such as investments and corp...
How to Manage a 529 Plan During a Market Downturn (EP.52)
15 Jun 2022
Contributed by Lukas
Peter addresses a listener's question about making 529 withdrawals while the stock market is down. Listen now and learn: The best way to invest yo...
Investment Planning vs Investment Management with Dr. Preston Cherry (EP.51)
08 Jun 2022
Contributed by Lukas
In this episode, I'm joined by Dr. Preston Cherry, Head of Financial Planning and Assistant Professor of Finance at University of Wisconsin Green Bay....
How to Read More (EP.50)
01 Jun 2022
Contributed by Lukas
Reading is one of life's greatest hacks. Nonfiction offers you the ability to learn about any topic from the best and brightest minds in the world....