Episode 217August 13, 2025

Reset Your Portfolio Expectations (Before It’s Too Late)

Recently, I joined Jesse Cramer on The Best Interest Podcast for a conversation on volatility, investor behavior, and how to avoid overreacting to headlines. We unpack why market noise can distort long-term plans and what to do when your risk tolerance feels misaligned with your portfolio.

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Show Notes

Recently, I joined Jesse Cramer on The Best Interest Podcast for a conversation on volatility, investor behavior, and how to avoid overreacting to headlines. We unpack why market noise can distort long-term plans and what to do when your risk tolerance feels misaligned with your portfolio.

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Listen now to learn:

► Why volatility is a feature—not a bug—of long-term investing
► What to do if market drops reveal your portfolio isn’t right for you
► How global diversification helps even when it feels like a drag
► How narratives—not just numbers—drive poor investing decisions

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The Long Term Investor audio is edited by the team at The Podcast Consultant

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The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

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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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