Sep 28, 2018
In Episode 12 of the Rational Reminder podcast we were joined by Doug McKenzie, an executive at a large US financial institution, and a PWL client. We discussed the following:
- Attacking a retirement goal
- Managing expenses before retirement
- Toronto real estate in a retirement plan
- Living (and working through) the...
Sep 24, 2018
In Episode 11 of the Rational Reminder podcast we discussed the following:
- Are DIY investors responsible for their actions?
- Starting a blog
- Switching from stock picking to index funds
- Managing behaviour
- The 4-minute portfolio
- When does it make sense to optimize?
- Index fund rebuttals
- Fee-only vs. fee-based...
Sep 17, 2018
In Episode 10 of the Rational Reminder podcast we discussed the following:
- Grass fed beef
- The benefits of independence
- The Ontario government wants to keep the deferred sales charge (DSC)
- DSC back in the day
- The old financial advice model
- DIY investors are responsible for their decisions
- 1/3 of people say money is...
Sep 10, 2018
In Episode 9 of the Rational Reminder podcast we discussed the following:
- Being a poor grad student
- Budgeting
- Stuff does not make you happy
- Mental overhead is a real cost
- The Globe’s Financial Facelift disaster
- Rob Arnott’s slam of Dimensional
- Are people afraid of stocks?
- The 10-year anniversary of Lehman’s...
Sep 5, 2018
In Episode 8 of the Rational Reminder podcast we discussed the following:
- Fidelity’s 0% MER index funds are already at $1 billion
- When costs are 0%, how do you pick a fund?
- Indexing is not a passive investment strategy
- Index construction and product implementation > low fees
- A three factor regression on the Manulife...