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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Episoder(449)

Episode 307 - How Much Life Insurance Do You Need?

Episode 307 - How Much Life Insurance Do You Need?

Are you confident about the amount of life insurance coverage you have? Are you maximizing your tax savings with the principal residence exemption? In this episode, we delve into life insurance and op...

30 Mai 20241h 7min

Episode 306 - Wei Dai: Fighting for Every Basis Point

Episode 306 - Wei Dai: Fighting for Every Basis Point

Designing a robust portfolio requires considerable expertise, data, and experience. And while there are plenty of published articles that can guide how you build your portfolio, they are not investmen...

23 Mai 20241h 12min

Episode 305 - Is Private Credit Special?

Episode 305 - Is Private Credit Special?

Private credit is one of the fastest-growing asset classes, and today we take a closer look at why that is, and if it's really worth the hype. When you invest in private credit, you are essentially le...

16 Mai 202444min

Episode 304 - Budget 2024: The Capital Gains Inclusion Rate

Episode 304 - Budget 2024: The Capital Gains Inclusion Rate

The Canadian government has recently proposed significant changes to how capital gains are taxed, but how will this impact Canadians? In this episode, we delve into the proposed capital gains tax chan...

9 Mai 202457min

Episode 303 - Scott Galloway: The Algebra of Wealth

Episode 303 - Scott Galloway: The Algebra of Wealth

What is the role of luck in financial success? And how can we make decisions that will put us in the best possible position to experience long-term prosperity? Joining us today to unpack these questio...

2 Mai 20241h 6min

Episode 302 - Michael Green: Market Efficiency Is Not The Question

Episode 302 - Michael Green: Market Efficiency Is Not The Question

With a wealth of experience as a market theoretician and a prolific contributor to financial discourse, today's guest is uniquely positioned to guide us through the complexities of index fund dynamics...

25 Apr 20241h 6min

Bonus Episode - Prof. Meir Statman: A Wealth of Well-Being

Bonus Episode - Prof. Meir Statman: A Wealth of Well-Being

Today, we welcome back Prof. Meir Statman to talk about the role of finances in well-being. We investigate the role of finances in well-being with Prof. Meir Statman through the lens of his new book, ...

18 Apr 202436min

Episode 301 - Optimal Government Pension Claiming

Episode 301 - Optimal Government Pension Claiming

In this episode, we delve into the best time to claim your Canada Pension Plan (CPP) benefits. Although the focus of this episode is on Canada, there will be many relevant and valuable insights for ou...

18 Apr 202454min

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