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.