Peter Lazaroff Helps Us Make Money Simple

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Education, Business, Money, Investing, Financial Planning, Cfp, Personal Finance, Retirement

4.4 • 2K Ratings

🗓️ 9 February 2022

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

What financial mistakes could you have avoided? Most of us learned personal finance the hard way, by stumbling through life without training and learning from our mistakes. Unfortunately, most schools don't have a personal finance class that teaches students about budgeting, saving, or what the word "taxes" actually means. Peter Lazaroff is chief investment officer at Plancorp and a CFP® who shares our passion for personal financial literacy. He's here today (don't tell OG, he might get jealous) to share his first experiences with money AND how you can make money topics more simple for yourself and those around you. He also shares some of the golden personal finance basics we should all familiarize ourselves with, and dishes out resources to help us all further our own financial education.

During our headline segment, we dive into ETFs. A seasoned firm is entering the game (better late than never!) of ETFs years after their competitors. We talk about active vs passive funds and the future of the ETF industry. We're also answering Dave's question about reward credit cards. Are they really as good as they sound? And of course, Doug will share his amazing trivia.

Enjoy!

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Transcript

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0:00.0	Oh, thank God you're here early, man.
0:04.9	Hey, we got a big problem. Is mom's chili hitting you the same way it's hitting me? Because it's killing me, dude. Oh, spicy. I'll tell you, it's spicy. She's got to lay off the rotel. But no, no, no. We got a bigger problem. Oh, well, I mean, I'm your man. That's all I do all day long is solve problems, Joe. What can I help you with?
0:20.2	Well, I don't know about that, but listen to this.
0:22.9	Peter Lazaroff, you know the great cf
0:25.2	yeah oh yeah i invite him to come down to the basement and i realized too late like how
0:31.5	territorial o g can get like how how how much pride he has and the great work he does oh man we can't have him see
0:40.2	peter lazaroff yeah he's not going to take that well let me think about this for a second um
0:46.9	oh here it is we lie to ogy we just you just don't tell him i thought about that but dude you know
0:53.8	i don't lie because i don't have a good enough memory. We'll get caught. Yeah, you will. But we don't have time to come up with a better plan. So he gets to take notes, be on your A game. And you just got to bring it today, man. You got to bring your lying game today. He gets so angry does yeah yeah what else we're gonna do you have a
1:12.6	better plan there is no better plan so of course you don't no it's time we got to get this thing started
1:16.7	so okay let's get this open going before he before he gets here okay
1:20.2	live from joe's mom's basement, it's the Stacking Benjamin Show.
1:30.7	I'm Joe's mom's neighbor, Doug, and have you ever had two people who you know run into each other
1:45.7	It's a little awkward
1:47.0	Well don't tell OG but today we have another CFP on the show not a better CFP but you know it just feels different with him
1:56.7	Oh shh
1:58.0	OG's coming down the stairs to talk about where to start with your Benjamins,
2:03.7	we welcome the author of Making Money Simple, Peter Lazaroff.
2:08.8	Then we'll have headlines.
2:10.8	Throw out the Haven Lifeline to a guy in Tennessee who's wondering about reward points,
2:15.5	and I'll share my sneaky trivia.
2:18.7	And now, two guys who are the most loyal podcast host buddies in the whole world
	...

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