Best Peter Lazaroff Podcasts (2025)

1
Ally Jane Ayers on Hello Prenup: Managing Money & Investing for Gen Z! 45:39

Play Pause

4d ago45:39

45:39

Hear your Liquidity Event host, Ally Jane Ayers, share expert insights on budgeting, investing, and managing money on the Hello Prenup Podcast with Julia Rodgers, Esq. AJ discusses how to take control of your personal finances, talking money in a relationship, and why a prenup is an important part of financial wellness. For the video recording, che…

1
Announcing My New Book: The Perfect Portfolio (EP.209) 4:54

6d ago4:54

4:54

Get updates for my new book: https://Theperfectportfoliobook.com ----- Is there such a thing as a perfect portfolio? In this short solo episode, Peter Lazaroff shares exciting news—his next book, The Perfect Portfolio, is coming in late 2026. Peter offers a behind-the-scenes look at what inspired the book, how it builds on timeless investing lesson…

1
Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward 20:16

9d ago20:16

20:16

Barbara Stewart, CFA, returns to The Enterprising Investor to share findings from her latest Rich Thinking study, based on candid conversations with 54 people across the globe. This year’s central question—“What’s the smartest thing you ever did?”—unlocks an inspiring range of stories about personal and professional transformation. From a Singapore…

1
Shane Mason on Accounting High: Throw Your Phone in the Ocean and Follow the Money 50:23

11d ago50:23

50:23

While our team is on a quick break, tune in as our co-founder Shane Mason joins the always entertaining Accounting High podcast to talk about the journey of building BKFi. Shane shares insights on BKFi’s team structure and remote work and how we have built a company culture that’s ALWAYS focused on how to best serve our clients. He also discusses h…

1
Lessons on Investing, Market Crises, and the Power of Staying Calm With CNBC’s Bob Pisani (EP.208) 38:37

13d ago38:37

38:37

Sign up for exclusive updates, offers, and bonus chapters of my new book: The Perfect Portfolio. ----- CNBC’s Senior Markets Correspondent Bob Pisani has spent over 25 years reporting from the New York Stock Exchange floor. In this episode, Bob shares vivid stories from the heart of Wall Street, key lessons learned from decades of covering financia…

1
IPO Down Rounds & Why Tender Offers May Be Your Best Bet in this Market 31:26

18d ago31:26

31:26

In this episode, AJ and Shane break down why every VC-backed IPO in the past 12 months has been a “down round” and what that means for your equity. Then they tackle a juicy Reddit question from a 32-year-old tech worker vesting $400,000 per month (!) who's considering walking away from $5 million in future equity. Key Timestamps: (0:00) Introductio…

1
TACO Investing: Navigating Market Volatility in the Age of Policy Whiplash (EP.207) 9:46

20d ago9:46

9:46

Sign up for exclusive updates, offers, and bonus chapters of my new book: The Perfect Portfolio. ----- Welcome to the world of TACO investing—where “Trump Always Chickens Out”—a phrase capturing the volatile cycle of aggressive policy threats followed by sudden reversals. In this episode, we’ll use the TACO phenomenon as a lens to explore how inves…

1
Mark Higgins, CFA: Private Credit, Caution, and the Lessons of Financial History 17:12

23d ago17:12

17:12

At CFA Institute LIVE 2025, returning guest Mark Higgins, CFA, sat down with guest host Lotta Moberg to explore the rise—and risks—of private credit. With a historical perspective and a sharp eye for market cycles, Mark challenges the prevailing optimism, drawing parallels to past investment booms and offering a compelling case for greater caution.…

1
Trump vs Harvard, College Endowments and Why the IPO Market is Still Frozen 34:18

25d ago34:18

34:18

In this episode of The Liquidity Event, hosts Shane Mason (reporting from Ireland! ) and AJ Ayers discuss the showdown between President Trump and Harvard and some of the current cash challenges felt by universities, even those with massive endowments. They also talk through the IPO market ecosystem and which factors may be keeping it frozen. Key T…

1
Redefining Behavioral Finance for the Modern Investor with Brian Portnoy (EP.206) 50:03

27d ago50:03

50:03

Sign up for updates and exclusive offers related to Peter’s new book, The Perfect Portfolio, by visiting https://theperfectportfoliobook.com ----- Recorded in front of an audience at the CFA Institute’s global conference (CFA Live), I’m joined by behavioral finance expert Brian Portnoy to dive deep into Behavioral Finance 2.0. This conversation goe…

1
Cash Management & Investment Strategies with CIOs Peter Lazaroff & Rubin Miller 43:49

1M ago43:49

43:49

In this episode of The Liquidity Event, AJ Ayers hosts two Chief Investment Officers, Peter Lazaroff CFA, CFP® from Plancorp and Rubin Miller CFA from Peltoma Capital Partners, for a chat on cash management strategies, investment philosophies, and calling BS on industry trends. Key Timestamps: (0:00) Introductions and background (2:48) Career paths…

1
I’m Close to Retirement and the Market is Crazy…Now What? (EP.205) 10:41

1M ago10:41

10:41

Get an inside look at what’s shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I’m reading—straight to your inbox. Sign up for my newsletter. ----- Approaching retirement when markets are turbulent can make even seasoned investors anxious. In this episode, you’ll learn practical strategies for navigating un…

1
Spies in FinTech, Tax Shakedowns, & Surviving Market Storms 26:04

1M ago26:04

26:04

Welcome to Episode 146 of The Liquidity Event! This week AJ and Shane talk FinTech corporate espionage and then focus on the proposed GOP tax plan. To wrap things up, they address a listener's concern about preparing for a "coming economic storm," offering insights on why fear-based financial decisions are rarely the best approach. Key Takeaways: (…

1
Andrew Ang: Value Investing and Portfolio Strategies 20:32

1M ago20:32

20:32

Andrew Ang—former BlackRock executive, Columbia professor, and advisor to Sarawak’s sovereign wealth fund— explores the intersection of personal journey and professional insight in modern investing. From the severe value investing drawdown between 2018 and 2020 to the strategic comeback post-COVID vaccine announcements, Andrew unpacks lessons from …

1
Financial History’s Biggest Lessons and How Past Crashes Can Guide Your Investing with Mark Higgins (EP.204) 30:25

1M ago30:25

30:25

Big financial decisions ahead? Whether it’s retirement, a career change, or navigating complex investments, get expert guidance in a quick, no-pressure call. Schedule yours now. ----- In this episode, Mark Higgins, author of Investing in U.S. Financial History, reveals how understanding historical market crashes and human behavior can provide inves…

1
Market Myths BUSTED, CEO Burnout & The Great Credit Card Rip-Off 34:18

2M ago34:18

34:18

Welcome to Episode 145 of The Liquidity Event! This week, AJ and Shane tackle some big topics: Are individual investors smarter than the "smart money" hedge funds? Why are CEOs really heading for the exits at record rates (and what's the deal with that vasectomy shirt story)? Plus, we unravel the frustrating Catch-22 of credit card fees for busines…

1
Income vs. Total Return: Which Strategy Builds A More Reliable Retirement? (EP.203) 9:14

2M ago9:14

9:14

Where is your money really going? Most people are surprised when they track it. Use my Cash Flow worksheet to see exactly where your money is going—and how to make it work for you. Download it now. ----- Which approach is better: income-focused or total return investing? Many investors believe they should live off the income their portfolio generat…

1
AJ Ayers on The Long Term Investor: Got Stock Options? Don’t Miss These Year-End Moves 38:16

2M ago38:16

38:16

Hear your host, AJ Ayers, share her expertise on equity compensation as a special guest on Peter Lazaroff’s podcast, The Long-Term Investor! In this focused conversation, AJ shares insights on critical year-end tax planning, developing multiyear strategies for stock options and RSUs, managing risk, preserving gains, and simplifying selling strategi…

1
Eric Hanno, CFA: Unlocking Opportunities in a Volatile Market 25:38

2M ago25:38

25:38

Eric Hanno, CFA, is co-head of Apollo Global Management's Apollo Aligned Alternatives (AAA) strategy. He and host Mike Wallberg, CFA, discuss the current market dynamics for semi-liquid investments amid high levels of uncertainty and volatility in public markets. Eric shares insights on consumer and business confidence trends, the impact of tariffs…

1
Are Private Markets Worth It? Vanguard’s Fran Kinniry on Risks, Rewards, and Realities (EP.202) 34:30

2M ago34:30

34:30

Get an inside look at what’s shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I’m reading—straight to your inbox. Sign up for my newsletter. ----- Private equity and private credit are booming—but should they have a place in your portfolio? Vanguard’s Fran Kinniry joins Peter Lazaroff to break down the rea…

1
NSOs Explained: Don't Let Your Non-Qualified Stock Options Expire Worthless 37:02

2M ago37:02

37:02

In this episode of The Liquidity Event, AJ and Shane talk non-qualified stock options (NSOs), explaining the common mistakes people make, tax implications, and strategic approaches to maximize your equity compensation. Key Timestamps: (00:00) - Intro and a few laughs (03:45) - The biggest mistake with NQSOs (06:45) - How taxation works upon exercis…

1
Should You Buy the Dip? Smart Strategies And Surprising Math (EP.201) 13:33

2M ago13:33

13:33

Where is your money really going? Most people are surprised when they track it. Use my Cash Flow worksheet to see exactly where your money is going—and how to make it work for you. Download it now. ----- When markets drop, many investors wonder if it’s time to take action—and “buying the dip” sounds like a smart move. But is it really? In this epis…

1
7+ Lessons from 7 Years: Entrepreneurship, Taxes & Building a Business 31:24

2M ago31:24

31:24

Happy 7th Anniversary to Brooklyn Fi! 🎉 In this special episode of The Liquidity Event, Shane Mason & AJ Ayers reflect on the seven biggest lessons they've learned running a financial planning firm for seven years (though they might have come up with more than seven!). From the surprising rewards (and demands) of entrepreneurship to navigating hiri…

1
The Overlooked Aspects Most Retirement Plans Miss With Christine Benz (EP.200) 35:43

2M ago35:43

35:43

Get an inside look at what’s shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I’m reading—straight to your inbox. Sign up for my newsletter. ----- Retirement planning isn’t just about numbers—it’s about lifestyle, relationships, and finding purpose. In this episode, I sit down with Christine Benz, Mornings…

1
Dan Boston: Volatility, Valuation, and the International Opportunity Set 32:37

2M ago32:37

32:37

Dan Boston, Lead Manager of Polar Capital’s International Small Company Fund (PCSCX), shares his perspective on why international equities may be poised for a resurgence. The conversation unfolds amid sharp market volatility following President Trump’s announcement of sweeping new tariffs. With global markets down significantly, Dan and Mike explor…

1
Tariff Chaos, Circle IPO & Angel Investing 32:10

2M ago32:10

32:10

Market shocks, crypto moves, windfalls, and punk rock? Shane Mason & AJ Ayers unpack the latest financial news and listener questions in this episode of The Liquidity Event. 🚨 IMPORTANT NOTE: This episode was recorded on April 8th, 2025, before the April 9th pause on most newly proposed U.S. tariffs (excluding China). While our specific tariff crit…

1
Do Options-Based Strategies Capture Market Gains Without The Risk? (EP.199) 9:24

3M ago9:24

9:24

If you want to see what you may be overlooking, I’ve created a simple tool to help. In just 15 questions, my Financial Assessment will highlight key opportunities and gaps in your plan. You can take it now at www.smartmoneyquiz.com. ----- Want stock market returns without the risk? Options-based strategies promise just that—but do they deliver? In …

1
Corporate Espionage, AI Exam Hacks & Money Questions From Reddit 35:58

3M ago35:58

35:58

In this episode of The Liquidity Event, AJ and Shane dive into tech drama, AI disruption, and financial advice with a little spice. Key Timestamps: (00:00) - Intro & Japan Travel Reflections (03:00) - Corporate Espionage: Rippling vs Deel (13:06) - Student Uses AI to Beat Amazon Interview (18:00) - Hinge Health: Revolutionizing Physical Therapy? (2…

1
10 Stock Market Truths With Sam Ro (EP.198) 35:33

3M ago35:33

35:33

Want to see what you may be overlooking in your finances? Discover your biggest opportunities in just 15 questions with my Financial Assessment. ----- Markets are unpredictable in the short term, but history tells us that the long-term trend is clear. Sam Ro, author of the TKer newsletter, joins me at the New York Stock Exchange to discuss the key …

1
Danielle DiMartino Booth: Recession Signals, Inflation Trends, and Market Implications 27:51

3M ago27:51

27:51

Renowned economist and former Federal Reserve advisor Danielle DiMartino Booth joins host Mike Wallberg, CFA, for a hard-hitting conversation about the real state of the U.S. economy. From the under-the-radar signs of a recession to the shifting credit landscape, Danielle unpacks why traditional metrics may be missing the mark—and what investors sh…

1
Should You Worry About a Recession? What Investors Need to Know in 2025 (EP.197) 10:38

3M ago10:38

10:38

Markets are always moving—should you? Peter can help you assess your investments, tax strategies, and long-term plan. Book a 1/1 call today. ----- With the S&P 500 reaching correction territory and economic data signaling a slowdown, it’s fair to ask: should investors be worried about a recession in 2025? Listen now and learn: ► What’s really drivi…

1
Stock Market Volatility, Long-Term Investing & Dave Ramsey’s “Morality” 31:00

3M ago31:00

31:00

In this episode of The Liquidity Event, BKFi’s AJ Ayers and Eduard Zolotarev tackle market volatility head-on, explore the recent Taco Bell product launch event, and share honest thoughts on Dave Ramsey's controversial rental property comments. Key Timestamps: (00:00) - Intro & Episode Overview (00:34) - Meet Ed & An All Important Update on Taco Be…

1
The Truth About Risk, Retirement, and the National Debt with Allison Schrager (EP.196) 34:02

3M ago34:02

34:02

Markets are always moving—should you? Peter can help you assess your investments, tax strategies, and long-term plan. Book a 1/1 call with me today. ----- Risk is one of the most misunderstood concepts in finance, yet mastering it is crucial for long-term success. Economist, Bloomberg Opinion columnist, and author Allison Schrager joins me to break…

1
Peter Zeihan: America’s Evolving Geopolitical Landscape 24:01

3M ago24:01

24:01

Geopolitical strategist and bestselling author Peter Zeihan returns for a deep dive into the shifting global order. He and host Mike Wallberg, CFA, explore the evolving role of the US in international trade, the economic impact of demographic shifts, and how America's political landscape is reshaping its strategy on the world stage. Peter unpacks t…

1
Qualified Small Business Stock (QSBS): The $10 Million Tax-Free Secret with Attorney Christopher Karachale 38:24

3M ago38:24

38:24

In this special episode of The Liquidity Event, BKFi leaders John and AJ interview tax attorney Christopher Karachale about Qualified Small Business Stock (QSBS) - a powerful tax benefit allowing founders to exclude up to $10 million (or more) from capital gains taxes when selling shares. Key Timestamps: 1:50 - What is QSBS? The $10 million exclusi…

1
The Gold Rush—Should You Invest in Gold Now? (EP.195) 8:03

3M ago8:03

8:03

Big financial decisions ahead? Whether it’s retirement, taxes, or investments, my 15-question Financial Assessment will help you assess where you stand and what to do next. ----- Gold prices are surging, hitting near-record highs. But is gold a smart investment, or just another speculative bet? This episode breaks down the forces driving gold's ral…

1
CoreWeave IPO + Real Talk on Starting a Business 45:17

4M ago45:17

45:17

In this episode of The Liquidity Event, AJ and Shane analyze CoreWeave's transformative journey from crypto trading platform to AI infrastructure powerhouse & share highly anticipated Initial Public Offering (IPO) tips, plus unfiltered advice on what it really takes to start a business (from two people who actually did it). Key Timestamps: 0:00 - I…

1
The Science of Investing and Tuning Out the Noise With David Booth (EP.194) 35:04

4M ago35:04

35:04

Want to see what you may be overlooking in your finances? Discover your biggest opportunities in just 15 questions with my Financial Assessment. ----- David Booth, founder of Dimensional Fund Advisors, joins me to discuss how academic research transformed investing by challenging Wall Street’s stock-picking culture. We explore why markets function …

1
Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor 47:04

4M ago47:04

47:04

Join us for a special crossover episode of Enterprising Investor, where host Mike Wallberg, CFA, sits down with The Long Term Investor podcast’s Peter Lazaroff, CFA, for a lively and thought-provoking conversation. Together, they dive into the key influences that have shaped their investing philosophies and personal worldviews, sharing insights gle…

1
The Middle Class Poor, Friendship Demographics, and Elon Musk's DOGE Claims 28:50

4M ago28:50

28:50

In this episode of The Liquidity Event: Money & Finance with AJ and Shane, we explore how demographics shape friendship networks, examine Elon Musk's exaggerated claims about DOGE savings, and answer a retirement planning question from a business owner. Key Timestamps: 0:34 - Introduction and episode topics 1:55 - Mexico City update and lifestyle c…

1
Why Watching The Market Hurts Your Returns (And How to Stop) (EP.193) 6:44

4M ago6:44

6:44

Most financial mistakes happen because people don’t see the full picture. My Net Worth Worksheet helps you track everything in one place—so you stay informed. Get it now. ----- Checking your portfolio too often might be the biggest mistake you don’t realize you’re making. Research shows that the more frequently investors monitor their portfolios, t…

1
Incentive Stock Options (ISOs) Explained: Tax Strategies to Avoid a $100k Surprise 33:56

4M ago33:56

33:56

In this episode of The Liquidity Event: Money & Finance with Shane and AJ, we unpack everything you need to know about Incentive Stock Options (ISOs) - from basic tax implications to advanced strategies for maximizing your equity compensation. Key Timestamps: 0:28 - Introduction to Incentive Stock Options (ISOs) 10:26 - Why ISOs get special tax tre…