Peter Lazaroff

Peter Lazaroff, Chief Investment Officer at PlanCorp and author of "Making Money Simple", joins to discuss the complexities of adding private equity to retirement portfolios. They explore essential factors like having a solid financial plan and clear retirement goals. Peter explains what private equity is and highlights its potential risks and costs. The conversation emphasizes the need for careful evaluation, cautioning against following trendy investments that may not suit individual strategies. Tune in for a clearer understanding of these investment dynamics!

In this engaging discussion, Peter Lazaroff, Chief Investment Officer at Plancorp and author of Making Money Simple, dives into the fascinating world of direct indexing. He explains how this investment strategy can significantly minimize tax liabilities, especially during the sale of a practice. Peter emphasizes the importance of due diligence when selecting direct indexing firms, and highlights the benefits of customizing portfolios for tax efficiency. The conversation also touches on integrating ESG concerns and maximizing returns through smart tax strategies.