July 5, 2022 by investor
On this episode of Investor Connect, Hall welcomes Peter Lazaroff, Chief Investment Officer at Plancorp, host of The Long Term Investor Podcast, and author of Making Money Simple.
Headquartered in St. Louis, MO, Plancorp is a financial services firm and registered investment advisor founded in 1983. Since then, they’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively and feel confident in their financial future.
Over their 38 years in business, they’ve committed themselves to absolute transparency.
Plancorp manages over $6 billion for individuals and families across 44 states. As a comprehensive wealth management firm, they specialize in advanced tax planning and equity compensation planning for executives and business owners.
Peter is the author of “Making Money Simple” and a regular contributor to The Wall Street Journal and Forbes. In each of the past four years, Investopedia has named Peter one of the Top 100 Most Influential Advisors, and in 2021 he was ranked #10 overall.
Peter advises startups and investors and discusses his new book. He shares with Hall the inspiration behind it, the primary audience, the most important takeaway, and more.
You can visit Plancorp at www.plancorp.com/, and on LinkedIn at www.linkedin.com/company/plancorp-llc/.
Listen to Peter’s podcast, The Long Term Investor, at https://peterlazaroff.com/podcast/.
Purchase “Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever”, at www.amazon.com.
Reach out to Peter at peter@plancorp.com, on his website www.peterlazaroff.com, on LinkedIn at www.linkedin.com/in/peterlazaroff/, and on Twitter at www.twitter.com/PeterLazaroff.
For a full transcript, click here.
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Disclaimer:
Hall T Martin is the director of Investor Connect, which is a 501(c)(3) nonprofit dedicated to the education of investors for early-stage funding. All opinions expressed by Hall and podcast guests are solely their own opinions and do not reflect the opinion of Investor Connect. This podcast is for informational purposes only and should not be relied upon for the basis of investment decisions.
