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)

Financial Theory in Practice: Gaining Insight from Models with Marlena Lee (EP.79)

Financial Theory in Practice: Gaining Insight from Models with Marlena Lee (EP.79)

Today on the show we welcome the Head of Investment Solutions at Dimensional Fund Advisors, Marlena Lee. Marlena has a Ph.D. from the University of Chicago where she served as the TA to Eugene F. Fama...

2 Jan 202051min

2019 Retrospective: A Review and Discussion of the Year's Guest Episodes (EP.78)

2019 Retrospective: A Review and Discussion of the Year's Guest Episodes (EP.78)

As we see 2019 out and enter a new decade, we thought it only fitting to do a round-up of some of our shows this year. While we had 26 guests throughout the year, we chose 14 that best captured the se...

26 Des 201956min

The Ins and Outs of Estate Planning: Making the Right Arrangements with the Blunt Bean Counter (EP.77)

The Ins and Outs of Estate Planning: Making the Right Arrangements with the Blunt Bean Counter (EP.77)

On today's episode, we are joined by Mark Goodfield of The Blunt Bean Counter blog to talk about estate planning and wills. Mark is a partner at BDO Canada, a national accounting firm and has created ...

19 Des 201933min

Risk Parity, Rental Properties, and the Smith Maneuver (EP.76)

Risk Parity, Rental Properties, and the Smith Maneuver (EP.76)

Welcome to another episode of the Rational Reminder Podcast. We kick off the show today with some great listener feedback before diving into the content of a new podcast by Dr. Laurie Santos called Th...

12 Des 201934min

Money & Behaviour: Understanding Investing from a Psychological Perspective with Daniel Crosby (EP.75)

Money & Behaviour: Understanding Investing from a Psychological Perspective with Daniel Crosby (EP.75)

On today's episode, we have Dr. Daniel Crosby joining us for an insightful discussion about the psychology behind investing behaviour. Dr. Crosby is a behavioural finance expert and asset manager who ...

5 Des 201940min

Playing with FIRE, Having a Belief System, and Term Life Insurance (EP.74)

Playing with FIRE, Having a Belief System, and Term Life Insurance (EP.74)

Thanks for joining us for another episode of the Rational Reminder Podcast. We are proud to say that last week's show received our highest amount of downloads yet, with 10 000 in its first week, so a ...

28 Nov 201951min

Finance for Physicians: Personal Finance for High Income Earners with the Loonie Doctor (EP.73)

Finance for Physicians: Personal Finance for High Income Earners with the Loonie Doctor (EP.73)

In today's episode, we are joined by an exciting guest, The Loonie Doctor, of The Loonie Doctor blog to talk about his work not only on physician finance but also on holistic wealth. A physician by tr...

21 Nov 201941min

Interest Rates, Optimal Asset Location, and Reverse Mortgages (EP.72)

Interest Rates, Optimal Asset Location, and Reverse Mortgages (EP.72)

Today on The Rational Reminder Podcast, we talk about the relationship between asset allocation and outcome, the ins and outs of reverse mortgages, and finally, life insurance (or lack thereof) in Can...

14 Nov 201942min

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