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

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.

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


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

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