035 - Peter Lazaroff - Plancorp

In Ep. 035, Tim talks with Peter Lazaroff.  Peter is the Co-Chief Investment Officer for Plancorp and BrightPlan.  He is a CFA, CFP, and their firms focus primarily on financial planning for clients.  We talked about how Peter got started in the industry, how to avoid lifestyle creep, reverse budgeting, and why Peter believes the "active vs. passive" debate is all wrong.  We talk about the St. Louis Cardinals, and what the most valuable things an MLB manager and an investment advisor can bring.

Om Podcasten

Tim and Tom Mullooly from Mullooly Asset Management bring you "Living With Money". Tim and Tom will walk you through your financial life step by step. From the very basics of personal finance to in-depth financial planning and investing methods, you will truly learn how to live with money. With years of experience spanning multiple generations, Tim and Tom bring a unique perspective to your financial life, whether you're just starting out, or getting close to retirement. Through educational episodes, and interviews with guests from a number of industries, "Living With Money" will help you tackle topics like cash flow management, college planning, student loans, online banking, investing, retirement planning, estate planning, insurance needs, workplace retirement accounts, taxes, overall financial planning, and so much more. Let's get started.