035 - Peter Lazaroff - Plancorp
In Ep. 035, Tim talks with Peter Lazaroff. Peter is the Co-Chief Investment Officer for Plancorp and BrightPlan. He is a CFA, CFP, and their firms focus primarily on financial planning for clients. We talked about how Peter got started in the industry, how he knew he wanted to "work with stocks" from a very young age, how to avoid lifestyle creep, reverse budgeting, and why Peter believes the "active vs. passive" debate is all wrong. We also talk about his favorite St. Louis Cardinals, and what the most valuable things an MLB manager and an investment advisor can bring to their team.
