The Rational Reminder Podcast

The Rational Reminder Podcast

A weekly reality check on sensible investing and financial decision-making, from three Canadians. Hosted by Benjamin Felix, Cameron Passmore, and Dan Bortolotti, Portfolio Managers at PWL Capital.

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Jaksot(449)

Episode 371: Banks Sell Products, Not Advice

Episode 371: Banks Sell Products, Not Advice

In this episode, Ben Felix and Cameron Passmore take a critical look at the Canadian banking system's mutual fund advice model. A newly released study by the Ontario Securities Commission (OSC) and th...

21 Elo 202556min

Episode 370: Dave Chilton (The Wealthy Barber): Timeless Financial Advice

Episode 370: Dave Chilton (The Wealthy Barber): Timeless Financial Advice

What if the most impactful financial advice isn't about picking the right investment—but about understanding human behaviour, simplifying your life, and laughing along the way? In this episode of the ...

14 Elo 20251h 32min

Episode 369: The Most Important Quotes in Investing

Episode 369: The Most Important Quotes in Investing

In this episode of the Rational Reminder Podcast, Ben Felix and Dan Bortolotti celebrate the show's 7th anniversary with a conversation centered around timeless investing wisdom. Drawing from a vibran...

7 Elo 20251h 13min

Episode 368: Jim Rowley & Andy Maack - Implementing Index Funds at Vanguard

Episode 368: Jim Rowley & Andy Maack - Implementing Index Funds at Vanguard

What if index funds weren't as "passive" as you think? In this episode of the Rational Reminder, we are joined by Jim Rowley, Global Head of Investment Implementation Research, and Andy Mack, Head of ...

31 Heinä 20251h 12min

Episode 367: AMA #8 + Insurance Needs Analysis with Louai Bibi

Episode 367: AMA #8 + Insurance Needs Analysis with Louai Bibi

What if early RRSP withdrawals aren't always the tax-smart move they're made out to be? In this special AMA edition of the Rational Reminder podcast, Ben and Cameron are joined by PWL Financial Planne...

24 Heinä 20251h 6min

Episode 366 - Avoiding Investment Scams

Episode 366 - Avoiding Investment Scams

What happens when your favourite financial educator's identity is hijacked by scammers? In this episode, Ben and Cameron pull back the curtain on a disturbing but increasingly common reality: sophisti...

17 Heinä 202553min

Episode 365 – Rob Carrick's Eight Lessons Learned in 27 Years of Covering Personal Finance

Episode 365 – Rob Carrick's Eight Lessons Learned in 27 Years of Covering Personal Finance

In this episode, we welcome back Rob Carrick—one of Canada's most trusted personal finance journalists—for his third appearance on the Rational Reminder podcast. Rob recently retired after an incredib...

10 Heinä 202558min

Episode 364 – Martijn Cremers: Is the Conventional Wisdom on Active Management Wrong?

Episode 364 – Martijn Cremers: Is the Conventional Wisdom on Active Management Wrong?

In this episode, we're joined by Martijn Cremers, Dean of the Mendoza College of Business at the University of Notre Dame and co-author of the groundbreaking 2009 paper that introduced the concept of ...

3 Heinä 20251h

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