Alain Guillot Show | Personal Finance And Entrepreneurship

053 Peter Lazaroff, CFA; Making Money Simple

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Sinopsis

http://www.alainguillot.com/peter-lazaroff/ Peter Lazaroff is a contributor to the Wall Street Jounal, and Forbes, and he just wrote a book, Making Money Simple, which is available for pre-order and will be released this coming March. He's the Co-Chief Investment Officer at Plancorp, which manages over $4 billion for individuals, institutions, and retirement plans. He also serve in the same capacity for robo-advisor called BrightPlan, which allows investors of any size to plan and save for all their life goals. We spoke about It's inevitable, markets will go down. How will you prepare for it? Working as a fee for service advisor since 1983, long befor it became popular. His firs investment was Nike Shoes at age 12. The pain and agony of studying for the CFA exam. The habit of writing at least 250 words per day. The book The first part is about setting goals and understanding where you are, The second part is about investments, The third and final part is about the critical decisions people have to take in th