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The Perfect Portfolio with Peter Lazaroff
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Peter Lazaroff, Chief Investment Officer of PlanCorp and author of The Perfect Portfolio , joins Roger to explore what makes a portfolio “perfect.” The answer isn’t a mathematically optimized portfolio—it’s one that serves your life. They discuss how to align investments with your goals and purpose, manage risk, evaluate stocks and bonds, and create a simple investment process you can actually stick with. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PODCAST (00:00) Roger welcomes Peter Lazaroff to discuss The Perfect Portfolio , shares what’s happening inside the Rock Retirement Club, and explores why the right portfolio is the one that serves your life. INTERVIEW WITH PETER…