Plancorp Wealth Management

06/08/2026

We’re growing! 🚀

Plancorp is hiring a Senior Tax Associate to help expand our tax services and support our clients year-round.
We’re looking for someone with:
🔹4+ years of tax experience
🔹Strong analytical skills
🔹CPA preferred

If you’re detail-oriented, proactive, and love collaborating—we’d love to hear from you! Click the link to apply 👉: https://hubs.ly/Q04kl0M70

06/04/2026

When it comes to retirement planning, understanding your options matters.

This recent blog breaks down the key differences between a Traditional IRA and a Roth IRA—including how taxes, contributions, and withdrawals work for each.

Both offer valuable benefits, but they function differently—especially when it comes to when you pay taxes.

If you’re exploring your options, this is a helpful place to start:
👉 https://hubs.ly/Q04k07180

Compare Roth IRA and Traditional IRA to find out which fits your retirement strategy best. Learn about tax benefits, contribution rules, and withdrawal regulations.

06/02/2026

🧠 Even the smartest investors can make costly mistakes.

Why? Because investing isn’t just about knowledge—it’s about behavior.

In this episode, Peter Lazaroff shares how overthinking, overconfidence, and chasing more information can leave investors feeling certain—but not necessarily correct.

🎧 Take a listen: https://hubs.ly/Q04jGHTw0

Listen Now Being Smart Does Not Save You From Bias Humans didn’t evolve for investing. Our brains are built for survival — notice a pattern, make a call, act. On the savannah, hesitation could get you killed. In markets, that same wiring pushes you to do the exact thing you’re trying to avoid:...

05/29/2026

Financial planning for physicians often starts simple—but doesn’t stay that way.

Early on, the focus is clear: managing student loans, building savings, and beginning to invest. But over time, things evolve.

As income grows and life milestones add up—buying a home, building a family, expanding investments—financial decisions stop being independent and start becoming interconnected.

👉 Looking for a clearer way to connect the dots? Read more here:

Discover how physicians can navigate financial complexity with a coordinated approach, ensuring decisions align for a secure financial future.

05/27/2026

InspireHer in full bloom 💐

We spent the evening designing our own bouquets with Botanical Designs, enjoying light bites and drinks, and connecting with some incredible women—clients, colleagues, and friends.

A big thank you to everyone who joined us for such a fun and creative night ✨!

05/25/2026

Navigating finances after losing a spouse can feel overwhelming—especially when it comes to inherited accounts.

A spousal rollover is one option that may allow you to incorporate the account into your broader financial plan, depending on your individual situation.

Taking time to understand your options can be an important step forward.
👉 Take a closer look:

Explore the pros and cons of treating an inherited IRA as your own. Understand tax implications, RMD rules, and make informed decisions for your financial future.

05/21/2026

Our Fresno team had a great time attending Fiesta de los Niños in support of Exceptional Parents Unlimited and celebrating their 50th anniversary✨.

We’re always thankful for the opportunity to stay involved in the Central Valley and support organizations that are making a lasting impact in the lives of local families 👨‍👩‍👦.

05/19/2026

🧩 Investment management feels like a commodity… until it’s not.

Sure, basic market exposure is easy and cheap. But once you layer in taxes, stock comp, and real-life complexity, how it’s all put together matters a lot more.

In The Long Term Investor by Peter Lazaroff, this episode breaks down when simple works—and when personalization really pays off.

🎙️Listen now:

Listen Now Why So Many Investors Think Investment Management Is a Commodity I’m a bit worried this episode is going to annoy some people, but I feel strongly that investment management is not a commodity.  And I understand exactly why smart people think it is. When you look at the history of inve...

05/15/2026

Inherited an IRA? The SECURE Act’s 10-year rule has raised the stakes.

The real challenge isn’t the rule itself—it’s deciding *when* and *how* to take withdrawals so they support your broader financial life.

Cash flow, tax brackets, and long-term goals all come into play. Waiting too long—or withdrawing too quickly—can mean paying more in taxes than necessary.

🔍 Explore our Inherited IRA guide and key withdrawal strategies:

Explore effective strategies for managing tax exposure when withdrawing from an inherited IRA under the SECURE Act's 10-year rule. Learn to plan wisely.

05/13/2026

Tax season comes once a year—but smart tax strategy lasts all year.

Peter Lazaroff breaks down a powerful (and often overlooked) lever: asset location—helping improve after‑tax outcomes without changing your investment strategy.

👉 Read the article: https://hubs.ly/Q04fFYN50

A commonly overlooked aspect of portfolio management is the opportunity to apply asset location strategies to enhance after-tax returns.