Plancorp Chief Investment Officer Peter Lazaroff recently joined the personal finance podcast Stacking Benjamins to discuss what it really takes to build a portfolio that fits your goals.
In the episode, “How to Build Your Perfect Portfolio With Peter Lazaroff,” Peter talks with hosts Joe Saul-Sehy and OG about why the right investment mix starts with an investor’s goals rather than a list of funds. He also shares a four-question framework for evaluating whether an investment deserves a place in a portfolio and discusses diversification, navigating market uncertainty and the value of having an investment policy statement.
The conversation draws on ideas from Peter’s book, The Perfect Portfolio: A Proven Guide to Smart Investing for Long-Term Success, and his approach to making complex investment decisions simpler and more practical.
Listen to the full episode on Stacking Benjamins.