The conversation continues with Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, who returns to delve deeper into executive compensation planning strategies.   Listen now and learn:  Key strategies for deferred compensation plans Advanced strategies for exercising stock options The important nuances of establishing a 10b5-1 plan    Be sure to also check out last week’s episode with Derek about  Equity Compensation Strategies: Everything You Need to Know.   [02:00] Advanced Deferred Compensation Planning Strategies [11:35] Advanced Strategies for Exercising Stock Options [16:20] Understanding AMT Planning for Incentive Stock Options  [21:25] The Importance of Setting a 10b5-1 Plan   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Advanced Executive Compensation Strategies With Derek Jess (EP.139)

We all need to make smart decisions with our money. The Long Term Investor shows you how to do it.

Hosted by the Chief Investment Officer at Plancorp and author of “Making Money Simple,” Peter Lazaroff distills complex financial matters into easily digestible lessons. 

If you’re ready to get a clear plan for your investments and personal finances, you’re in the right place.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Management

The problem with conventional wisdom is that it represents the masses, but there's a whole host of things that conventional wisdom gets wrong. By default, that feeds into what investors get wrong. This episode with Ashby Daniels originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy and how you think about risk.   Listen now and learn:   What investors get wrong   A new way to think about risk   How to define investment success     To see the original show notes, YouTube interview, and resources visit this page:  EP 104: Challenging Conventional Wisdom with Ashby Daniels. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   TIMESTAMPS (3:32) Blaming the Market Instead of Yourself  (10:03) Defining Risk  (16:49) How to Define Investment Success  (21:33) No Need to Be Smart. Just Don’t Be Stupid  (30:48) Investing Like an Optimist  (35:57) The Value of a Financial Advisor 

Ashby Daniels Challenges Conventional Wisdom (Rewind) (EP.155)

Michael Kitces is one of the industry’s leading experts on all things financial advice and financial planning. In this live episode recorded at Wealth Management EDGE, Michael explains the evolution of financial advice and how AI might impact the profession going forward. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for the evolution of financial advice.   Listen now and learn:   The evolution of financial advice from the 1960s to present   Ways consumers benefit from financial advisors moving up the value chain    How AI might impact the financial advice profession      To see the original show notes, YouTube interview, and resources visit this page:  EP 102: AI and the Evolution of Financial Advice with Michael Kitces [LIVE] Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   TIMESTAMPS:  (3:33) The Evolution of Financial Advice  (12:33) The Lack of Barriers to Entry for Giving Financial Advice  (18:33) The Impact of AI on the Financial Advice Profession 

Michael Kitces On AI And The Evolution Of Financial Advice (Rewind) (EP.154)

In this episode, I’m joined by Carl Richards, a Certified Financial Planner (CFP®) and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy.   Listen now and learn:     How investors fall victim to the behavior gap   What it means to do real financial planning   The best way to avoid “The Big Mistake”     To see the original show notes, YouTube interview, and resources visit this page:  EP 100: What Real Financial Advice Means with Carl Richards.   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   TIMESTAMPS:  (04:30) What is the Behavior Gap? (07:45) Why Investors Get Distracted (11:05) What Investors Need When Markets Are Scary (17:30) Real Financial Planning  (24:30) Getting Ahead vs. Having Enough  (30:00) The Value of a Real Financial Advisor  

Carl Richards On What Real Financial Advice Means (Rewind) (EP.153)

Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. This episode originally aired in 2023 and was a top interview of the year. Although this is a replay, the content shared is just as relevant today and important to consider for your investing strategy.   Listen now and learn:    The two biggest mistakes investors make   Lessons from market bubbles of the past   Practical ideas for achieving investment success     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (03:00) What Efficient Market Hypothesis Means for Investors (19:15) Lessons Learned from The History and Bubbles (29:00) How Interest Rates Are Impacting Stock Prices (32:30) The Case for Diversification (42:05) Behavioral Finance

Burton Malkiel on A Random Walk Down Wall Street (Rewind) (EP.152)

Khe Hy of Rad Reads and The Examined Life Podcast joins to discuss the pursuit of meaningful wealth by balancing money, time, and happiness.   Listen now and learn:   Why not all hours are valued equally and the importance of aligning activities with true life purposes   How the value of money diminishes as wealth growths   The issue with retirement planning that focuses too much on trading time today for more time later     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (06:18) The Value of Time (10:12) Diminishing Returns of Money and Marginal Utility (14:38) Balancing Financial Independence and Time (20:34) Questioning Financial Independence Conventional Wisdom (31:36) The Scarcity Mindset and Non-Money Fears  

Advanced Executive Compensation Strategies With Derek Jess (EP.139)

Download our free app to listen on your phone