Peter Lazaroff - Money Made Simple: Essential Tips for Building a Strong Financial Foundation

Tune in to hear: - How did Peter get started reviewing frozen pizzas? - What is it that most people misunderstand about investing? - How does Peter, as an advisor, go about crafting a vivid and salient personal vision for his clients? - How can you bring clients back to a vision of their future selves in a difficult moment? - How, practically, does Peter try to maximize anxiety-adjusted returns when creating a portfolio? - What are some behavioral similarities between cake mixes and portfolios? - Why did Peter dedicate an entire chapter of his book to market downturns? - How does one educate their clients honestly about potential market downturns gently without scaring them off? https://www.amazon.com/Making-Money-Simple-Complete-Financial/dp/1119537878 https://peterlazaroff.com/podcast/ Compliance Code: 0783-OAS-5/5/2022.