The Long Term Investor
Episodes
"The Bond King" with Mary Childs of NPR Planet Money (EP.47)
25 May 2022
Contributed by Lukas
Mary Child's is the cohost and correspondent for NPR's Planet Money, but this episode focuses on her new book covering iconic bond fund manager, Bill ...
Are We Headed For A Bear Market? (EP.48)
18 May 2022
Contributed by Lukas
The S&P 500 is flirting with bear market territory (defined as a 20% decline from the high) as investors grapple with several variables including mult...
What Most People Misunderstand About Investing With Dr. Daniel Crosby (EP.47)
11 May 2022
Contributed by Lukas
Dr. Daniel Crosby, a psychologist and behavioral finance expert joins the show to talk about the things we get wrong and how to get them right. Listen...
The Art of Better Recordkeeping (EP.46)
04 May 2022
Contributed by Lukas
Keeping documents orderly and well-secured has long been an important part of financial management, and it's worth investing a little time to get your...
The Importance of Asking 'What If?' with Stacking Benjamins Co-Host Joe Saul-Sehy (EP.45)
27 Apr 2022
Contributed by Lukas
In these uncertain times, the basics matter more than ever. Joe Saul-Sehy and his co-author Emily Guy Birken take the basics and make them fun in thei...
Is the Bond Market Predicting a Recession? (EP.44)
20 Apr 2022
Contributed by Lukas
A widely watched aspect of the yield curve has been making headlines recently. I want to help you better understand what everyone is talking about and...
Just Keep Buying with Nick Maggiulli (EP.43)
13 Apr 2022
Contributed by Lukas
This episode features Nick Maggiulli, author of the new book Just Keep Buying and popular blog Of Dollars and Data. Listen now and learn: How t...
Your 401(k) Questions Answered (EP.42)
06 Apr 2022
Contributed by Lukas
In this episode, Peter answers listener questions about 401(k) accounts. Listen now and learn: How to choose between a Roth and Traditional 401(k)...
Choosing The Right Investment Strategy with Vanguard's Liz Anne Muirhead and Natalie Marvi-Romeo (EP.41)
30 Mar 2022
Contributed by Lukas
There is no such thing as a perfect portfolio. There is only the portfolio that you can stick with for as long as possible. In this episode, Vanguard'...
How to Prepare for a Market Downturn (EP.40)
23 Mar 2022
Contributed by Lukas
Knowing that you are going to experience market losses can help you mentally prepare and make better decisions. In this episode, I explain how perf...
The Importance of Holistic Wellbeing with Joy Lere (EP.39)
16 Mar 2022
Contributed by Lukas
Finances are an important piece of wellbeing, but holistic wellbeing also considers your physical, emotional, and spiritual health as well. Joy Ler...
How to Rock Retirement With Roger Whitney (EP.38)
09 Mar 2022
Contributed by Lukas
Roger Whitney, host of Retirement Answer Man, shares his perspectives on helping individuals transition into retirement. Listen now and learn: How...
What To Do When the Market Drops (EP.37)
02 Mar 2022
Contributed by Lukas
Last week the S&P 500 entered correction territory, which is defined as a 10% drop from the previous market peak. Listen now and learn: What recen...
How People Get in Trouble Making Long-Term Investment Decisions with Stacking Benjamins OG, Josh Bannerman (EP.36)
23 Feb 2022
Contributed by Lukas
A conversation with Josh Bannerman, co-host of the mega hit podcast Stacking Benjamins. Although he chooses to be anonymous on his show, he is known f...
7 Reasons I'm Not Worried About Inflation (EP.35)
16 Feb 2022
Contributed by Lukas
U.S. inflation accelerated to 7.5% over the last 12 months. You don't need to be an economist to realize that this headline number is a big deal for W...
What To Do About Bonds Right Now with PIMCO's David Braun (EP.34)
09 Feb 2022
Contributed by Lukas
Investors are seeing losses in their bond portfolio. Given how low interest rates are today, mistakes in your bond portfolio are more costly than ever...
4 Reasons To Worry About Market Volatility (EP.33)
02 Feb 2022
Contributed by Lukas
The stock market has fallen from it's high. Even though these types of drawdowns are completely normal, some people SHOULD be more concerned, especial...
Why Being Wealthy Is Better Than Being Rich with Brian Portnoy (EP.32)
26 Jan 2022
Contributed by Lukas
Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. Brian has written multiple ...
Investing For Inflation, Cryptocurrency, and Advisor Fees (EP.31)
19 Jan 2022
Contributed by Lukas
Peter answers questions he received while presenting to major U.S. corporations. Listen now and learn: How to invest for inflation The ideal amoun...
Your 2022 Financial To-Do List With Christine Benz (EP.30)
12 Jan 2022
Contributed by Lukas
Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances. ...
Listener Q&A: 2022 Outlook, Investing at All-Time Highs, Hedging Inflation, and Target Date Funds (EP.29)
05 Jan 2022
Contributed by Lukas
Peter answers your questions in his latest mailbag episode. Listen now and learn: What do to about an upcoming market downturn The implications of...
How To Interview An Advisor (EP.28)
29 Dec 2021
Contributed by Lukas
This is the third and final episode in a series on hiring an advisor. While first two episodes focused on the basic differences among financial pro...
How to Consume Financial Information With Tadas Viskanta (EP.27)
22 Dec 2021
Contributed by Lukas
Tadas Viskanta is the Founder and Editor of Abnormal Returns which highlights the best financial and investment content every day. There is far mor...
Not All Financial Advisors Are Created Equal
15 Dec 2021
Contributed by Lukas
While having a good advisor is one of the best decisions you can make, choosing the wrong advisor can do more harm than good. If you are going to h...
An Inside Look At Investopedia with Caleb Silver (EP.25)
08 Dec 2021
Contributed by Lukas
Peter is joined by Caleb Silver, Editor in Chief of Investopedia and host of The Investopedia Express podcast. As one of the leading financial jour...
Do it Yourself or Hire an Advisor? (EP.24)
01 Dec 2021
Contributed by Lukas
Should you manage your money or hire a professional to help? In the first of a three-part series on hiring an advisor, you will learn: How to thin...
Valuations, Interest Rates, and Inflation with Gerard O'Reilly Co-CEO of Dimensional (EP.23)
24 Nov 2021
Contributed by Lukas
Peter interviews Gerard O'Reilly, Co-Chief Investment Officer and Chief Investment Officer of Dimensional Fund Advisors, which manages $653 billion fo...
To Add or Not To Add? (EP.22)
17 Nov 2021
Contributed by Lukas
With so many different investments, how should you choose what to include in your portfolio? Listen now and learn: The tradeoffs between implement...
Alternative Investments With Phil Huber (EP.21)
10 Nov 2021
Contributed by Lukas
Phil Huber is a wealth management practitioner and an investment-industry thought leader. As a CFA and CFP®, Phil is uniquely qualified to help inves...
How to Estimate Retirement Spending, When to Stop Saving For Retirement, and Considerations for Refinancing in 2022
03 Nov 2021
Contributed by Lukas
Peter answers your questions in his latest mailbag episode. Listen now and learn: How to estimate spending in retirement At what point should you ...
Should You Invest in a Bitcoin ETF? (EP.19)
27 Oct 2021
Contributed by Lukas
Cryptocurrency investors have been clamoring for a bitcoin ETF to make it easier for average investors to gain exposure to the crypto market without h...
What You Need to Know About Bonds (EP.18)
20 Oct 2021
Contributed by Lukas
While people tend to focus more of their attention towards the stock portion of their portfolios, but understanding the underlying fundamentals of you...
The Debt Ceiling and What Investors Need to Know (EP.17)
13 Oct 2021
Contributed by Lukas
The national debt is always a hot topic, particularly when the country bumps up against the debt ceiling. Information from the media is often incom...
Lifestyle Creep (EP.16)
06 Oct 2021
Contributed by Lukas
Lifestyle creep happens when your spending rises with your income and you adjust to a more expensive way of living. Once you get used to a certain lif...
2021 Year-End Tax Planning With Brian King (EP.15)
29 Sep 2021
Contributed by Lukas
Democrats on the House Ways and Means Committee released their tax proposals on September 13, with the legislation covering a wide range of tax issues...
How Markets Work (EP.14)
22 Sep 2021
Contributed by Lukas
In 2020, the global stock market had 155.7 million trades per day worth $554.6 billion dollars. The market prices you see at any given moment refle...
ESG Investing (EP.13)
15 Sep 2021
Contributed by Lukas
A growing number of investors are interested in Environmental, Social and Governance investing, known as ESG. That term is becoming more common, but E...
Mailbag: Housing Is Not An Asset, Ideal Retirement Investments, and How to Prioritize Paying Down Debt vs Investing (EP.12)
08 Sep 2021
Contributed by Lukas
Peter answers listener questions is this Mailbag Episode Listen now and learn: Why housing is consumption and not an asset How to think about the ...
Where to Save for Retirement (EP.11)
01 Sep 2021
Contributed by Lukas
One of the trickier decisions of saving for retirement is determining which accounts to prioritize with your savings. Is it most important to max o...
The Secret to Timing the Market (EP.10)
25 Aug 2021
Contributed by Lukas
As the stock market continues to reach new highs, it's tempting to think about the possibility of buying and selling at just the right moment. Here...
The Best Way to Rebalance Your Portfolio (EP.09)
18 Aug 2021
Contributed by Lukas
If there is a universal investment ideal, it's that every investor wants to buy low and sell high. Rebalancing does just that. In today's episode, ...
Investing For Inflation (EP.08)
11 Aug 2021
Contributed by Lukas
Inflation has been dominating the headlines for a few months now. With the risk of higher inflation on the way, one might wonder how to invest in such...
How to Minimize Regret With Your Investment Decisions (EP.07)
04 Aug 2021
Contributed by Lukas
We often feel regret when we can clearly envision the alternative paths we didn't take and decide those paths would have been better than the one we u...
Making Money Simple (Part III) (EP.06)
28 Jul 2021
Contributed by Lukas
When major financial decisions come only once or twice in a lifetime, it's important to get to them right. This is the focal point of the third and...
Making Money Simple (Part II) (EP.05)
21 Jul 2021
Contributed by Lukas
In the second installment of a three part series, Peter walks through the investing chapters of Making Money Simple: The Complete Guide To Getting Yo...
Making Money Simple (Part I) (EP.04)
14 Jul 2021
Contributed by Lukas
One of the trickiest things about personal finance is the sheer number of choices. It doesn't matter the details of your specific situation – we all...
You Don't Live In A Spreadsheet (EP.03)
09 Jul 2021
Contributed by Lukas
Financial advisors love spreadsheets, but we don't live in a spreadsheet. The mathematically superior advice isn't always the best for you. In this ep...
How I Invest My Money (EP.02)
09 Jul 2021
Contributed by Lukas
How does an award-winning Chief Investment Officer invest his own assets? In this episode, Peter shares how he handles his own assets, liabilities, an...
Why To Be A Long Term Investor (EP.01)
18 Jun 2021
Contributed by Lukas
What does it mean to be a long term investor? In this episode, Peter shares his definition of being a long-term investor and how it shapes the framewo...