Today on Wealthy Wellthy Wise is Peter Lazaroff, CFA, CFP®. Peter is a financial advisor, speaker, and author of the book Making Money Simple. Peter is also Co-Chief Investment Officer at Plancorp, which manages over $4 billion of client assets, and a digital advisor called BrightPlan that emphasizes financial planning. Peter is the first digital advisor to be a certified fiduciary by the Centre For Fiduciary Excellence.
In this episode Peter shares so much knowledge, as well as the importance of seeking advice and guidance when planning your financial future. We discuss his thoughts on money and marriage and how he and his wife were successful at creating an open conversation about money. Peter and I talk about how to turn career success into financial success, and what makes these two totally different things. And best of all, he shares models for getting your financial household in order to build long-term wealth and financial security.
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