#19157

Mentioned in 5 episodes

Making Money Simple

Book • 2019

Mentioned by

Mentioned in 5 episodes

Mentioned by the podcast host as his own book.

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

Mentioned by Peter Lazaroff in reference to Christine Benz 's bucket approach.

The Overlooked Aspects Most Retirement Plans Miss With Christine Benz (EP.200)

Mentioned by

Roger Whitney as a book about simplifying money management.

Should I Have Private Equity in My Portfolio?

Mentioned by Peter Lazaroff as his own book.

Charley Ellis on Why Most Investors Fail (And What to Do Instead) (EP.191)

Mentioned by Peter Lazaroff as his book.

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

Mentioned by Adam Cmejla as a book Peter Lazaroff wrote.

How direct index portfolio construction can offset taxes on a practice sale with Peter Lazaroff, CFA, CFP®,

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