Money, Mind And Meaning

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/1119537878https://peterlazaroff.com/podcast/Compliance Code: 0783-OAS-5/5/2022.