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Retirement Answer Man — The Perfect Portfolio with Peter Lazaroff
Not scored yet1h 03m·2026-10-07·Money

The Perfect Portfolio with Peter Lazaroff

Retirement Answer Man · 664

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,…

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