Episode #189

20/20 Money Episode #189 – Distilling down the complexity of investing to simple execution in today’s choppy markets with Peter Lazaroff, CFA, CFP®

June 20, 2022

Welcome to this episode of 20/20 Money! My guest on today’s show is Peter Lazaroff (LinkedIn Profile).

Peter is a Chartered Financial Analyst, firm owner, author, speaker, podcast host, and chief investment officer of Plancorp, LLC, a fee-only Registered Investment Advisor in St. Louis overseeing over $6 billion of assets for clients around the country. Peter joins me on the show to talk about a variety of topics around investing that apply to an optometric practice owner. We dive into which investors are really moving the markets, the importance of diversification as a practice owner, how to take an evidentiary approach to investing, and we touch on the hot topic of inflation in today’s current market and how to think about it in relation to your portfolio.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

Start Planning Today

Don’t miss out on exclusive access to financial tips, strategies, and expert-led webinars. Subscribe to the “Planning Life, On Purpose” newsletter today and stay ahead of the planning curve!

And with that introduction, I hope you enjoy my conversation with Peter Lazaroff.

Resources:

The Long Term Podcast

Get a copy of Peter’s free book!!

How Peter Invests His Money

Four levers podcastRethinking your approach to investment allocation as a practice owner (Barbell approach)

Episode Transcript

Enjoy our content? Subscribe for regular updates!

Related Podcasts

Why you can’t ignore AI as a practice owner (and a beginner’s path to using it) with Eugene Shatsman

Eugene joins me to talk about how artificial intelligence is showing up in optometry and why there’s a growing gap…

  • Practice Management
Getting unstuck from the messy middle of business operations with Mandy Brown

Ever feel like you’re stuck in the “messy middle” and on the operations “hamster wheel” in your practice? If so,…

  • Practice Management
Design tips to maximize the patient experience (and thus your profitability) with Bill Gerber

You know optical design is important, but you also know it’s complicated. Where do you begin? How much should you…

  • Practice Management
PREVIEW: The Optometry Success Podcast – Reducing business risk when adding associate ODs in an established practice

Adding associate ODs in an established practice feels risky. Let’s go from risky to empowering! In this episode, we explore…

  • Buy or Sell a Practice, Practice Management
Why value creation matters more than timing your exit: a conversation with Tom Turmell

If you wait until you’re ready to sell to start planning, you’re already late. My guest on today’s show is…

  • Practice Management
How one owner left his practice for 30 days—and why more owners should consider it

If you’ve ever felt chained to your practice and the thought of stepping away for an extended period of time…