Peter Lazaroff is the Chief Investment Office at a $4 billion wealth management firm, a contributing author in Forbes and the WSJ, and recently released his first book Making Money Simple.

“In school, you are given a lesson then a test. In life, you are given a test and then you learn a lesson – and money lessons can be expensive.”

– Peter Lazaroff

This conversation, including a discussion of the biology of fear in investors, is super timely. Peter also talks about the science of happiness from spending and giving – in experiences, memories, and relationships. As we all take this COVID-19 lockdown opportunity to reflect and reprioritize, listen to this one and check in with yourself on the spending and earning and lifestyle needs that will best serve you now and after your peak earning years.

“As someone who helps people make smart money decisions, it’s not all about tax minimization and wealth maximization. Some of it should be – how do I make sure your life is better as a result of working with me?

– Peter Lazaroff


Peter Lazaroff is a Chartered Financial Analyst and Certified Financial Planner and works as the Co-Chief Investment Officer at Plancorp, which manages over $4 billion of client assets as of December 31, 2018. He’s also the Co-Chief Investment Officer of a digital advisor called BrightPlan that emphasizes financial planning and is the first digital advisor to be a certified fiduciary by the Centre For Fiduciary Excellence (CEFEX).


  • The most important insurance many of us are missing
  • Money as a tool for control over life, goals, objectives
  • How to best spend our money for happiness
  • Irrationality in home purchases 
  • How to stay calm and what to do in a volatile market
  • Biology of fear as the enemy of investing
  • Investing in a coach and advisor



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