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A weekly reality check on sensible investing and financial decision-making for Canadians. Hosted by Benjamin Felix and Cameron Passmore.

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...