Episode 231November 19, 2025

Before You Add Alternatives: How to Tell if Private Markets Fit Within Your Plan

In this rebroadcast, I sit in the guest chair to explain why I rarely recommend private markets—and the specific situations where they do belong.

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Show Notes

In this rebroadcast, I sit in the guest chair to explain why I rarely recommend private markets—and the specific situations where they do belong.

I lay out a clear filter built around liquidity, purpose, access, and behavior so you can decide whether private investments fit in your plan. 

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You’ll learn:

► A simple decision framework for alternative investments

► Why I am more concerned with implementing a bad idea than missing out on a good one

► What makes venture capital investing hard for most investors

► The implications of more “democratized” alternative investment products

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

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Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

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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