MI021: Developing and Simplifying Your Financial Plan with Peter Lazaroff (Personal Finance Podcast)
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 1 January 2020
⏱️ 53 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to TIP. On today's show, I talk with personal finance expert Peter Lazeroff. |
| 0:07.1 | Peter is the author of Making Money Simple and is the co-chief investment officer of PlanCorp and Bright Plan. |
| 0:13.8 | He is passionate about making complex investing principles simple and easy to use for everyday investors. |
| 0:20.9 | You're listening to Millennial Investing by the Investors Podcast Network, where your host, |
| 0:26.5 | Robert Leonard, interview successful entrepreneurs, business leaders and investors to help |
| 0:31.5 | educate and inspire the millennial generation. Hello, Generation. |
| 0:45.4 | Hey, everyone, welcome to the show. |
| 0:48.9 | I'm your host, Robert Leonard, and with me today, I have Peter Lazaroff. |
| 0:50.0 | Welcome to the show, Peter. |
| 0:52.2 | Hey, Robert, thanks for having me. |
| 0:56.9 | For those listening today who may not know who you are, can you walk us through your story and a little bit about how you got to where you are today? |
| 0:59.9 | Sure. |
| 1:00.7 | Well, I can go really far back and start when I was 12, and my grandmother gave me a share of |
| 1:06.0 | Nike stock. |
| 1:07.2 | I have a December birthday. |
| 1:08.9 | I remember thinking that was kind of a lame gift relative to all the other toys I was getting around Christmas time. And ultimately, it turned out to be the gift that really I did a lot of my decision. So I kind of fell in love with the idea of stock investing. And when I went to college, I knew that I wanted to do something with stocks, which is pretty nebulous at all |
| 1:29.3 | encompassing. But ultimately, I majored in economics because it was the closest thing. I could get to |
| 1:34.6 | stocks at that point. And when I graduated from college, I worked for a small independent firm, |
| 1:40.2 | started as an analyst and a trader. And I was ultimately taking tons of notes. I had a great mentor, the chief investment officer at that firm, who just said, look, I'd be looking for more work. And he goes, well, look, if you don't have any work, just go learn something. Go learn something every day. I really took that to heart. And as I was taking notes, I was never a great writer, but it's really hard to remember |
| 2:02.6 | all that information. |
| 2:03.5 | So I had bullet points on everything. |
| 2:05.3 | And I remember slowly disseminating those to others in the office. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Investor's Podcast Network, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Investor's Podcast Network and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.