Episode 129December 5, 2023

Investing in Your 40s (Rewind)

This is the third episode of the Investing By Age series.

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In this episode

Show Notes

This is the third episode of the Investing By Age series.

The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances. 

As you move into your peak earning years, it’s all about making smart decisions right now. 

Listen now and learn:

  • How to optimize your retirement savings
  • Ideas for strategically investing for education costs
  • 5 estate planning documents you need to get

To listen to the entire 6-part series this episode aired with and view all the show notes, visit these links:

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About the Podcast

The Long Term Investor

Long term investing made simple. Most people enter the markets without understanding how to grow their wealth over the long term or clearly hit their financial goals. The Long Term Investor shows you how to proactively minimize taxes, hedge against rising inflation, and ride the waves of volatility with confidence.

Hosted by advisor, Chief Investment Officer of Plancorp, and author ofMaking Money Simple, Peter Lazaroff shares practical advice on how to make smart investment decisions your future self will thank you for. A go-to source for top media outlets like CNBC, the Wall Street Journal, and CNN Money, Peter unpacks the clear, strategic, and calculated approach he uses to decisively manage billions in investments for clients at Plancorp.

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