I recently had the pleasure to talk with Peter Lazaroff (@peterlazaroff), who is the co-CIO of Plancorp and BrightPlan. He also writes regularly on all things personal finance at his blog. Peter is also the author of a new book: Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever. Last week I ran a two-part Q&A with Peter about the book. You can read part one and part two at your convenience.

I got Peter on the phone Skype to talk about the hype surrounding portfolio rebalancing and some related topics including tax-loss harvesting.. He touched on the idea of portfolio rebalancing in part two of our Q&A but thought it was worth going into a little more depth on the topic. I hope you enjoy the discussion.

This is another episode in our series of “mini-pods” on The Compound Show.

PS You can enable our Alexa skill here – “Alexa, play the Compound show!