Show Notes
Get your copy of The Perfect Portfolio here ----- If you've saved enough to retire, why keep taking investment risk? Peter Lazaroff explores the questions worth asking before making your portfolio more conservative and how to decide whether a change would actually improve your life.
Listen now and learn:
► What having "enough" means for your investment decisions ► How market timing can disguise itself as sensible financial planning ► What past downturns can reveal about the risk you're willing to take ► When a more conservative portfolio could make retirement more enjoyable
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this "post" (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.
More from The Long Term Investor
Get your copy of The Perfect Portfolio: A Proven Guide to Smart Investing for Long-Term Success ----- Having more money doesn't automatically make financial decisions easier. Morgan Housel, author of *The Psychology of Money*, joins me for a live conversation about building wealth, spending well, and knowing when you have enough. We also explore his views on AI, government debt, and the future of financial advice.
Use this link to purchase my new book: The Perfect Portfolio ----- Recorded on the floor of the New York Stock Exchange, this conversation with Robin Wigglesworth, author of A Fabulous Debt, connects centuries of financial history to today's biggest questions about AI, interest rates, and government debt. Listen now and learn:
A good investment can still be a bad addition to your portfolio. In this special rebroadcast from The Plancorp Perspective, Ranie Verby puts me in the guest chair to discuss how goals, behavior, evidence, and process shape the investments you should—or shouldn't—own. We also explore why seemingly sophisticated choices can fail in real life and what it actually means for a portfolio to succeed. Listen now and learn:
Order The Perfect Portfolio here ----- Every new investment comes with a compelling story. In this episode, Peter shares a four-question process for deciding what truly deserves a place in your portfolio—and explains why a sound decision can still feel wrong for years.