The Rational Reminder Podcast

By Benjamin Felix & Cameron Passmore

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Category: Investing

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Subscribers: 653
Reviews: 4
Episodes: 324


 May 21, 2022


 Jul 20, 2021


 May 21, 2021


 Mar 25, 2021

Description

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

Episode Date
Episode 302 - Michael Green: Market Efficiency Is Not The Question
Apr 25, 2024
Bonus Episode - Prof. Meir Statman: A Wealth of Well-Being
Apr 18, 2024
Episode 301 - Optimal Government Pension Claiming
Apr 18, 2024
Episode 300 - Abby Sussman: Financial Judgment and Decision Making
Apr 11, 2024
Episode 299: The Most Important Lessons in Investing
Apr 04, 2024
Episode 298 - Randall Stutman: Admired Leadership for Financial Decision-Making
Mar 28, 2024
Episode 297 - Do Stocks Return 10-12% On Average? & Zero to Millionaire with Nicolas Bérubé
Mar 21, 2024
Epidose 296 - Adam Alter: The Anatomy of a Breakthrough
Mar 14, 2024
Episode 295 - Home Country Bias, Seg Funds, and Todd Rogers on Writing for Busy Readers
Mar 07, 2024
Episode 294 - Dan Harris: 10% Happier
Feb 29, 2024
Episode 293 - Eric Balchunas: Spot Bitcoin ETFs
Feb 22, 2024
Episode 292 - Rob Copeland: Ray Dalio and Bridgewater
Feb 15, 2024
Episode 291 - The Quant Winter, and is Canada Pension Plan a Scam?
Feb 08, 2024
Episode 290 - Morgan Housel: Same as Ever
Feb 01, 2024
Episode 289 - Retiring Retirement Income Myths with the Retirement Income Dream Team
Jan 25, 2024
Episode 288 - Scott Rick: Navigating the Money Minefield in Real Relationships
Jan 18, 2024
Episode 287: A Practical Look at Private Equity w/ Steve Balaban & Epic Life w/ Justin Breen
Jan 11, 2024
Episode 286: Errol Morris: Tuning out the Noise
Jan 04, 2024
Episode 285: A Year in Review
Dec 28, 2023
Episode 284: Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation
Dec 21, 2023
Episode 283: When Volatility is Risk, and Introducing The Money Scope Podcast
Dec 14, 2023
Episode 282: Dr. Jim Grubman: The Psychology of Wealth
Dec 07, 2023
Episode 281: Lifecycle Asset Allocation, and Retiring Successfully with Justin King
Nov 30, 2023
Episode 280: Shane Parrish: Clear Thinking in Everyday Life
Nov 23, 2023
Episode 279: Stock Returns in Recessions, and FSRA's Approach to Regulation
Nov 16, 2023
Episode 278: Juhani Linnainmaa: Financial Advisors, and the Cross-Section of Returns
Nov 09, 2023
Episode 277: The Cash Wedge w/ Phil Briggs, and and the Four Ds of Tax Planning
Nov 02, 2023
Episode 276: Darin Soat: The Problem with Finfluencers, and Why it Won’t Get Better Anytime Soon
Oct 26, 2023
Episode 275: Live from Future Proof 2023: Decoding Financial Decision-Making with Hal Hershfield
Oct 19, 2023
Episode 274: A Live 5-Year Rational Reminder Retrospective (and Creating Superfans with Brittany Hodak)
Oct 12, 2023
Episode 273: Professor Samuel Hartzmark: Asset Pricing, Behavioural Finance, and Sustainability Rankings
Oct 04, 2023
Episode 272: Rob Carrick: Canadian Personal Finance in 2023
Sep 28, 2023
Episode 271: Expected Returns of the AI Revolution (plus People are Lying to you About Money w/ Anthony Walsh)
Sep 21, 2023
Episode 270: Victor Haghani and James White: The Missing Billionaires
Sep 14, 2023
Episode 269: Preet Banerjee: A multi-dimensional analysis of the value of financial advice
Sep 07, 2023
Episode 268: Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees
Aug 31, 2023
Episode 267: The (Expected) Cost of Pessimism (Plus Matthew Dicks on the Value of Storytelling)
Aug 24, 2023
Episode 266: Prof. Cass Sunstein: Practical Reason in Ordinary Life
Aug 17, 2023
Episode 265: 5% HISA... for the Long-run? (Plus Stoicism with Michael Tremblay)
Aug 10, 2023
Episode 264: Pim van Vliet: The Volatility Effect, Revisited
Aug 03, 2023
Episode 263: A Tribute to Harry Markowitz with Alex Potts & 7 Steps to a Better Portfolio with Edward Goodfellow
Jul 27, 2023
Episode 262: Francisco Gomes: Consumption and Portfolio Choice over the Life Cycle
Jul 20, 2023
Episode 261: Structured Products with Felix Fattinger and Petra Vokata & Jill Schlesinger
Jul 13, 2023
Episode 260: Prof. James Choi: Practical Finance
Jul 06, 2023
Episode 259: Comprehensive Overview: Estimating Expected Returns
Jun 29, 2023
Episode 258: Prof. Meir Statman: Financial Decisions for Normal People
Jun 22, 2023
Episode 257: Giorgio Ugazio (Mr. RIP): Life Design, In Progress
Jun 15, 2023
Episode 256: Prof. Hal Hershfield: Your Future Self
Jun 08, 2023
Structured Products (Plus Just Keep Buying with Nick Maggiulli) (EP.255)
Jun 01, 2023
David Blanchett: Regret Optimized Portfolios, and Optimal Retirement Income (EP.254)
May 25, 2023
Complex Financial Instruments with Prof. Paul Calluzzo (Plus Sean Silcoff on Losing the Signal) (EP.253)
May 18, 2023
Prof. Burton Malkiel: 50 Years of A Random Walk Down Wall Street (EP.252)
May 11, 2023
Covered Calls (Plus Robin Powell and Jonathan Hollow on How to Fund the Life You Want) (EP.251)
May 04, 2023
Prof. John Y. Campbell: Financial Decisions for Long-term Investors (EP.250)
Apr 27, 2023
What are financial advisors (measurably) useful for? (EP.249)
Apr 20, 2023
Prof. William Goetzmann: Learning from Financial Market History (EP.248)
Apr 13, 2023
Bank Runs (plus Jonathan Clements on "My Money Journey") (EP.247)
Apr 06, 2023
Daniel H. Pink: How to Use Regret (EP.246)
Mar 30, 2023
Deeper Goals, and Retiring with Purpose (EP.245)
Mar 23, 2023
Charles D. Ellis: The Loser's Game (EP.244)
Mar 16, 2023
The Role of Debt in Financial Planning (EP.243)
Mar 09, 2023
Erica Alini: Personal Finance Tactics for the Real World (EP.242)
Mar 02, 2023
Basic Personal Finance Concepts (EP.241)
Feb 23, 2023
Prof. Eric J. Johnson: Choice Architecture and Financial Decisions (EP.240)
Feb 16, 2023
The Math of Financial Planning (EP.239)
Feb 09, 2023
Prof. Ralph Keeney: Decision Analysis and Value-focused Thinking (EP.238)
Feb 02, 2023
Who are you, and who do you want to be? (EP.237)
Jan 26, 2023
Harold Geller: "I Sue Financial Advisors" (EP.236)
Jan 19, 2023
Top Learnings from 2022 (plus 23 in 23 Special Guest Shaun Tomson) (EP.235)
Jan 12, 2023
Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance (EP.234)
Jan 05, 2023
2022: A Year in Review (EP.233)
Dec 29, 2022
Dr. Annamaria Lusardi: The Economic Importance of Financial Literacy (EP.232)
Dec 22, 2022
RR 231: Investing Basics and Common Questions  (plus Reading Habits w/ Amer Kaissi) (EP.231)
Dec 15, 2022
Prof. Robert Frank: Success, Luck, and Luxury (EP.230)
Dec 08, 2022
The 2% (!?) Rule for Retirement Spending (EP.229)
Dec 01, 2022
Eduardo Repetto: Deep Dive with Avantis Investors' CIO (EP.228)
Nov 24, 2022
Who Should Invest in (Cap Weighted) Index Funds? (EP.227)
Nov 17, 2022
Colonel Chris Hadfield: An Astronaut's Guide to Life on Earth (EP.226)
Nov 10, 2022
The Index Fund "Tipping Point" (EP.225)
Nov 03, 2022
Prof Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills (EP.224)
Oct 27, 2022
A Financial Goals Master List (n=310) (EP.223)
Oct 20, 2022
Cassie Holmes: Being Happier (EP.222)
Oct 13, 2022
Permanent Life Insurance (EP.221)
Oct 06, 2022
Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited (EP.220)
Sep 29, 2022
Understanding Crypto 17: Ari Juels: The Technical Case for Blockchain
Sep 23, 2022
Expected Returns for Alternative Asset Classes (plus Reading Habits w/ David Senra) (EP.219)
Sep 22, 2022
Understanding Crypto 16: Chris DeRose: Uncensored Crypto Perspectives
Sep 16, 2022
Colleen Ammerman: Gender and Human Capital (EP.218)
Sep 15, 2022
Understanding Crypto 15: Prof. Vili Lehdonvirta: Cryptocracy: The Obfuscation of Power
Sep 09, 2022
The Expected Returns of Financial Literacy (EP.217)
Sep 08, 2022
Understanding Crypto 14: Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom
Sep 02, 2022
Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity (EP.216)
Sep 01, 2022
Understanding Crypto 13: Prof. William Magnuson: Blockchain and Democracy
Aug 26, 2022
Asynchronous Work & Effective Equity Duration (plus Reading Habits w/ Harley Finkelstein) (EP.215)
Aug 25, 2022
Understanding Crypto 12: David Gerard: Crypto Realities
Aug 19, 2022
Jay Van Bavel: Shared Identities and Decision Making (EP.214)
Aug 18, 2022
Understanding Crypto 11: Quinn DuPont: Understanding Crypto: An Interdisciplinary Approach
Aug 12, 2022
Expected Returns and Factor Investing (EP.213)
Aug 11, 2022
Understanding Crypto 10: Prof. Hilary Allen: DeFi: Shadow Banking 2.0?
Aug 05, 2022
Prof. Ralph Koijen: Demand System Asset Pricing & Inelastic Markets (EP.212)
Aug 04, 2022
Understanding Crypto 9: Campbell R. Harvey: DeFi and the Future of Finance (Rebroadcast)
Jul 29, 2022
Stocks for the Long Run...? (plus Reading Habits w/ Mark Sutcliffe) (EP.211)
Jul 28, 2022
Understanding Crypto 8: Tim O'Reilly: How does Web3 Compare to Web 2.0?
Jul 22, 2022
Prof. Ludovic Phalippou: Private Equity, Under the Hood (EP.210)
Jul 21, 2022
Understanding Crypto 7: Nicholas Weaver: A Computer Scientist's Perspective on Cryptocurrencies and Blockchain
Jul 15, 2022
Optimal Allocations to Owned Housing & Gender Equality in Financial Planning (EP.209)
Jul 14, 2022
Understanding Crypto 6: Bruce Schneier: Security, Trust, and Blockchain
Jul 08, 2022
Rebecca Walker: Women Talk Money (EP.208)
Jul 07, 2022
Understanding Crypto 5: Stephen Diehl: The Case Against Crypto
Jul 01, 2022
What is Money? (plus Reading Habits w/ Dan Solin) (EP.207)
Jun 30, 2022
Understanding Crypto 4: Prof. Tobin Hanspal: The Characteristics of Crypto Investors
Jun 24, 2022
Prof. Vanessa Bohns: You Have More Influence Than You Think (EP.206)
Jun 23, 2022
Understanding Crypto 3: Eswar Prasad: Bitcoin, Banking, and the Future of Money
Jun 17, 2022
Tech vs. Value, and Private Equity vs. Public Equity (EP.205)
Jun 16, 2022
Understanding Crypto 2: Igor Makarov: Economics of the Crypto Ecosystem
Jun 10, 2022
John A. List: Improving the World with Economics (EP.204)
Jun 09, 2022
Understanding Crypto 1: Daniel Mescheder: What Problem Do Blockchains Actually Solve?
Jun 03, 2022
S*** (Misguided) Financial Advisors Say (EP.203)
Jun 02, 2022
Antti Ilmanen: The Building Blocks of Long-Run Returns (EP.202)
May 26, 2022
The Relevance of Dividend Irrelevance (EP.201)
May 19, 2022
Prof. Eugene Fama (EP.200)
May 12, 2022
What Happens after Bonds Crash? (plus Reading with Aydin Mirzaee) (EP.199)
May 05, 2022
Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO (EP.198)
Apr 28, 2022
The Immortality of Bonds (EP.197)
Apr 21, 2022
Sebastien Betermier: Hedging, Sentiment, and the Cross-Section of Equity Premia (EP.196)
Apr 14, 2022
Common Misconceptions Among Beginner Investors (EP.195)
Apr 07, 2022
Bill Janeway: Investing in the Innovation Economy (EP.194)
Mar 31, 2022
(Modern) Modern Portfolio Theory (EP.193)
Mar 24, 2022
Alex Edmans: Growing the Pie: A Different Take on ESG (EP.192)
Mar 17, 2022
Emerging Markets: Diversifying Asset or a Reverse Lottery? (EP.191)
Mar 10, 2022
Leonard Mlodinow: Emotions are Rational (EP.190)
Mar 03, 2022
BONUS: Stocks, Bonds, and War
Feb 28, 2022
Regret (and How to Read More w/ Neil Pasricha) (EP.189)
Feb 24, 2022
Ayelet Fishbach: The Science of Motivation (EP.188)
Feb 17, 2022
How to Set Financial Goals (EP.187)
Feb 10, 2022
Andrew Hallam: Balancing Money, Relationships, Health, and Purpose (EP.186)
Feb 03, 2022
Lighting your Money on Fire with Thematic ETFs (EP.185)
Jan 27, 2022
Robin Wigglesworth: The Story of Index Funds (EP.184)
Jan 20, 2022
Market Efficiency Myths and Misconceptions (EP.183)
Jan 13, 2022
John 'Mac' McQuown: The Data Will Sort That Out (EP.182)
Jan 06, 2022
A Year in Review (EP.181)
Dec 23, 2021
Is Canada Really in a Housing Bubble? (EP.180)
Dec 16, 2021
Professor Marco Di Maggio: Crypto, DeFi, and Monetary Policy (EP.179)
Dec 09, 2021
Are Inflation Concerns Inflated? (EP.178)
Dec 02, 2021
Dr. Anna Lembke: Dopamine & Decision-Making (EP.177)
Nov 25, 2021
Is the Value Premium Smaller Than We Thought? Featuring Mathias Hasler (EP.176)
Nov 18, 2021
Robin Taub: The Wisest Investment: Teaching Kids About Money (EP.175)
Nov 11, 2021
The "Good Company is a Good Investment" Fallacy (EP.174)
Nov 04, 2021
Antonio Picca: From Index Investing to Factor Investing at Vanguard (EP.173)
Oct 28, 2021
Is the debate over renting vs. buying a home really over? Featuring Rob Carrick (EP.172)
Oct 21, 2021
Campbell R. Harvey: The Past and Future of Finance (EP.171)
Oct 14, 2021
Are Homeowners Happier than Renters? (EP.170)
Oct 07, 2021
John Cochrane: Modern Modern Portfolio Theory (EP.169)
Sep 30, 2021
A Replication Crisis and a Housing Crisis (EP.168)
Sep 23, 2021
Professor Hersh Shefrin: Fear, Hope, and the Psychology of Investing (EP.167)
Sep 16, 2021
Lessons from 100+ Years of Global Stock Returns (EP.166)
Sep 09, 2021
Gordon Irlam: (Near) Optimal Retirement Planning using Machine Learning (EP.165)
Sep 02, 2021
Comprehensive Overview: The 4% Rule (EP.164)
Aug 26, 2021
Dave Plecha: The Long and Short of Investing in Bonds (EP.163)
Aug 19, 2021
How to Select a (Good) Financial Advisor (EP.162)
Aug 12, 2021
Katy Milkman: How to Change your Financial Habits (EP.161)
Aug 05, 2021
Day Trading in 2020: Did Free Trading Change Everything? (EP.160)
Jul 29, 2021
Bill Schultheis: Build Wealth and Get on With Your Life (EP.159)
Jul 22, 2021
Loss Harvesting and the Myth of Tax Alpha (EP.158)
Jul 15, 2021
Rob Arnott: Dissecting Smart Beta, Investing in Disruption, and Momentum (EP.157)
Jul 08, 2021
Climate Change vs. The Stock Market (EP.156)
Jul 01, 2021
Don Ezra: Planning for Life After Full Time Work (EP.155)
Jun 24, 2021
Renting vs. Buying a Home: How to Decide (EP.154)
Jun 17, 2021
Prof. Johanna Peetz: Personal Spending, Time Perception, and Close Relationships (EP.153)
Jun 10, 2021
Evaluating Systematic Equity Strategies (EP.152)
Jun 03, 2021
Professor Brad Cornell: A Skeptic’s Look at the Cross Section of Expected Returns (EP.151)
May 27, 2021
The Ultimate Inflation Hedge (EP.150)
May 20, 2021
Professor Robert Novy-Marx: The Other Side of Value (EP.149)
May 13, 2021
Investing in Happiness (EP.148)
May 06, 2021
Paul Merriman: We are Talking Millions (EP.147)
Apr 29, 2021
Do Expected Stock Returns Wear a CAPE? (EP.146)
Apr 22, 2021
Jennifer Risher: Talking About Money (EP.145)
Apr 15, 2021
“Buying the Dip” (EP.144)
Apr 08, 2021
Ashley Whillans: How to be (Time) Rich (EP.143)
Apr 01, 2021
What is Financial Advice? (EP.142)
Mar 25, 2021
Hal Hershfield: The Psychology of Long-term Decision Making (EP.141)
Mar 18, 2021
Where do Stock Returns Come From? (EP.140)
Mar 11, 2021
Prof. Jay Ritter: IPOs, SPACs, and the Hot Issue Market of 2020 (EP.139)
Mar 04, 2021
Factor Investing in Fixed Income (EP.138)
Feb 25, 2021
David Blanchett: Researching Retirement (EP.137)
Feb 18, 2021
Chasing Top Fund Managers (EP.136)
Feb 11, 2021
William Bengen: The 5% Rule for Retirement Spending (EP.135)
Feb 04, 2021
The IPO Lottery, Planning for Wellness, and Talking Cents (EP.134)
Jan 28, 2021
Adriana Robertson: "Passive" Investing, and What Matters to Investors (EP.133)
Jan 21, 2021
Cullen Roche: Understanding the Modern Monetary System (EP.132)
Jan 14, 2021
David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple (EP.131)
Jan 07, 2021
A Year In Review (EP.130)
Dec 24, 2020
Five Factor Investing with ETFs (EP.129)
Dec 17, 2020
Morgan Housel: The Psychology of Money (EP.128)
Dec 10, 2020
Fooled by Dividends, and the Future of Financial Planning Research (EP.127)
Dec 03, 2020
Dr. Brian Portnoy and Josh Brown: Beyond the Orthodoxy - How Financial Pros Invest (EP.126)
Nov 26, 2020
(Rationally) Investing in Technological Revolutions, Human Capital, and Asset Allocation (EP.125)
Nov 19, 2020
Prof. Lubos Pastor: Equilibrium Models vs. Intuition (EP.124)
Nov 12, 2020
(Irrationally) Investing in Technological Revolutions, Household CFO Job Analysis, and Learning to Sell Mutual Funds (EP.123)
Nov 05, 2020
Prof. Moshe Milevsky: Solving the Retirement Equation (EP.122)
Oct 29, 2020
Day Trading and Overconfidence (EP.121)
Oct 22, 2020
Annie Duke: How to Decide (EP.120)
Oct 15, 2020
The Stock Market vs. Elections, and Incentives in Financial Planning (EP.119)
Oct 08, 2020
The Psychology of Investing — Bounded Rationality with Victor Ricciardi (EP.118)
Oct 01, 2020
A Message from the Bank of Canada, and Safe Withdrawal Rates with Factor Tilts (EP.117)
Sep 24, 2020
Recovering from Active Management through Education (EP.116)
Sep 17, 2020
Actively Managed Funds vs. COVID-19, Behavioral Nudges, and a Sustainable Investing Update (EP.115)
Sep 10, 2020
Patricia Lovett-Reid: Financial Wellness in a Crisis (EP.114)
Sep 03, 2020
Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio (EP.113)
Aug 27, 2020
Michael Kitces on Retirement Research and the Business of Financial Advice (EP.112)
Aug 20, 2020
Gold, Insuring your Insurance, and Bank Sales Pitches (EP.111)
Aug 13, 2020
Craig Alexander: No Crisis Should Ever go to Waste (EP.110)
Aug 06, 2020
Understanding the Fed’s Money Printer, and Lessons from the Crisis (EP.109)
Jul 30, 2020
Dr. William Bernstein: Praying for a Bear Market (EP.108)
Jul 23, 2020
Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes (EP.107)
Jul 16, 2020
Jim Stanford on The Economics of Capitalism in a Crisis (EP.106)
Jul 09, 2020
Dimensional's ETFs, Private Equity, and Prescribed Rate Loans (EP.105)
Jul 02, 2020
Fred Vettese: A Complete Guide to Retirement Income (EP.104)
Jun 25, 2020
Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz (EP.103)
Jun 18, 2020
Dr. Brian Portnoy: Underwriting a Meaningful Life (EP.102)
Jun 11, 2020
Factor Nuances, Dollar Cost Averaging, and Annuities in a Pandemic (EP.101)
Jun 04, 2020
Prof. Ken French: Expect the Unexpected (EP.100)
May 28, 2020
Andrew Hallam (Millionaire Teacher): How to be Wealthy (and Happy) (EP.99)
May 21, 2020
Rapid Fire Listener Questions, Wealthsimple's Victory Lap, and the Historic State of Value Investing (EP.98)
May 14, 2020
Greg Zuckerman: Did Jim Simons (Renaissance Technologies) Solve the Market? (EP.97)
May 07, 2020
Ben Rabidoux: A Reality Check on Canadian Real Estate & Macro Economics (EP.96)
Apr 30, 2020
Scott Rieckens (Playing with FIRE): Finding Financial Education, Perspective, and Freedom (EP.95)
Apr 23, 2020
The Stock Market vs. The Economy, and Assessing Risk Tolerance (EP.94)
Apr 16, 2020
Cliff Asness from AQR: The Impact of Stories, Behaviour and Risk (EP.93)
Apr 09, 2020
Taking Back your Amygdala and Flourishing Through a Crisis with Dr. Moira Somers and Dave Goetsch (EP.92)
Apr 02, 2020
Tax Efficiency & Leverage: The Smith Maneuver with Robinson Smith (EP.91)
Mar 26, 2020
Bear Markets: Always Different, Always the Same (EP.90b)
Mar 23, 2020
COVID-19: A Rational Reminder (EP.90)
Mar 15, 2020
Safety-First: A Sensible Approach to Retirement Income Planning with Wade Pfau (EP.89)
Mar 12, 2020
Market Drops, Biological Age, and FIRE any Time (EP.88)
Mar 05, 2020
Risk is Everywhere with Allison Schrager (EP.87)
Feb 27, 2020
Uninsurable Condos, Floundering Robo Advisors, and Counterfactual Thinking (EP.86)
Feb 20, 2020
Growth of the Experience Economy: A Transformation of the Financial Services Industry with Dennis Moseley-Williams (EP.85)
Feb 13, 2020
Mawer, The Value Premium, and Investing Costs plus ESG Follow-up with Tim Nash (EP.84)
Feb 06, 2020
Bitcoin vs. Gold: Digital Currencies as an Asset Class with Michael Sonnenshein (EP.83)
Jan 30, 2020
Sustainable Investing, Retiring on Index Funds, and Fee Location (EP.82)
Jan 23, 2020
Death and Marriage: The Legal Side of Financial Planning (in Ontario) with Kim Melanson (EP.81)
Jan 16, 2020
A Planning Checklist, Portfolio Concentration, and Leverage (EP.80)
Jan 09, 2020
Financial Theory in Practice: Gaining Insight from Models with Marlena Lee (EP.79)
Jan 02, 2020
2019 Retrospective: A Review and Discussion of the Year's Guest Episodes (EP.78)
Dec 26, 2019
The Ins and Outs of Estate Planning: Making the Right Arrangements with the Blunt Bean Counter (EP.77)
Dec 19, 2019
Risk Parity, Rental Properties, and the Smith Maneuver (EP.76)
Dec 12, 2019
Money & Behaviour: Understanding Investing from a Psychological Perspective with Daniel Crosby (EP.75)
Dec 05, 2019
Playing with FIRE, Having a Belief System, and Term Life Insurance (EP.74)
Nov 28, 2019
Finance for Physicians: Personal Finance for High Income Earners with the Loonie Doctor (EP.73)
Nov 21, 2019
Interest Rates, Optimal Asset Location, and Reverse Mortgages (EP.72)
Nov 14, 2019
Everything that you could ever know about ETFs with Dave Nadig (EP.71)
Nov 07, 2019
Fee-only Financial Planning, Home Country Bias, and Big RRSPs (EP.70)
Oct 31, 2019
Quantitative Investing: The Solution to Human Bias with Wes Gray (EP.69)
Oct 24, 2019
Listener Questions and Re-Framing Risk (EP.68)
Oct 17, 2019
The Pursuit of Finances and Fun with Jill Schlesinger (EP.67)
Oct 10, 2019
Asset Allocation Funds, Private Equity IPOs, and The Efficient Market Hypothesis (EP.66)
Oct 03, 2019
Investing Based on the Evidence Pyramid: A Few Lessons from the Medical Profession with Dr. Wendall Mascarenhas (EP.65)
Sep 26, 2019
Back to the Basics: Dividends and Explaining Factors to Benjamin’s Mom (EP.64)
Sep 19, 2019
Sustainable Investing: A Philosophical and Environmental Perspective on Your Money, with Tim Nash (EP.63)
Sep 12, 2019
The Rational Round Up: Tax Loss Selling, Gold, Michael Burry and More! (EP.62)
Sep 05, 2019
Ted Seides: Much More Than a Betting Man (EP.61)
Aug 29, 2019
Valuation Theory and the Imminent Recession (EP.60)
Aug 22, 2019
Financial Economics and Annuities: Rational Planning for Retirement (EP.59)
Aug 15, 2019
The Ins and Outs of Real Estate: Mortgage Rate, Rentals, REITs and Variable Annuities (EP.58)
Aug 08, 2019
A Masterclass in Business: Money Philosophy with Barry Ritholtz (EP.57)
Aug 01, 2019
GIC's, Portfolio Questions and Education Saving Plans: What's Right for You in Your Retirement and Education Preparations? (EP.56)
Jul 25, 2019
Being Frugal: The Crux of Financial Happiness (EP.55)
Jul 18, 2019
The S&P Dow Jones & S&P 500: A Brief History (EP.54)
Jul 11, 2019
The Real Value of Financial Advice: An Empirical Perspective (EP.53)
Jul 04, 2019
What drives the value premium? (EP.52)
Jun 27, 2019
Writing About Money: Advocating for Consumer Rights with Ellen Roseman (EP.51)
Jun 20, 2019
Tax Tales: Considering The Tax Implications Of Asset Allocation ETFs (EP.50)
Jun 13, 2019
Insights into Horizons: Continuous Innovation in the Canadian ETF Market (EP.49)
Jun 06, 2019
Current Investment Topics: Market Efficiency, Grossman-Stiglitz Paradox, and the Home Ownership Debate (EP.48)
May 30, 2019
The Used Car Business: Inventory, Margins and Customer Experience, with Brad Boehme (EP.47)
May 23, 2019
Raw Truth of Investment: Why the Best Investment Advisors Cannot Beat a Dart (EP.46)
May 16, 2019
Preparing for a Changing World: Advice that Sticks with Dr. Moira Somers (EP.45)
May 09, 2019
Interactions with Trolls: Who Should You Listen To? (EP.44)
May 02, 2019
Life at Dimensional: The Constant Pursuit with Dave Butler (EP.43)
Apr 25, 2019
IPOs, Indexing and Market-Linked GICs: Weighing Up Their Worth (EP.42)
Apr 18, 2019
The Future of Canadian Fintech: Leading the Charge with Robo-Advisors (EP.41)
Apr 11, 2019
Five Factor Thinking: Using Factors to Spot Trends and Guide Decision Making (EP.40)
Apr 04, 2019
Steering Away from the Financial Extremes with Rob Carrick (EP.39)
Mar 28, 2019
Feelings in the Decision Making Process: A Reminder About Rationality (EP.38)
Mar 21, 2019
Spending and Budgeting: Aligning Your Values and Goals To Your Finances (EP.37)
Mar 14, 2019
ETF Model Portfolios: For Performance and Comparison Purposes (EP.36)
Mar 07, 2019
Findependence: Finding Financial Independence While Still Engaging In The Things You Love (EP.35)
Feb 28, 2019
The Safe Savings Rate: Shifting the Focus Away from Wealth Accumulation (EP.34)
Feb 22, 2019
Low Cost Index Investing with Rick Ferri: What You Need To Be a Successful Index Investor (EP.33)
Feb 14, 2019
Building a Future for the City: An Interview with Mayor of Ottawa, Jim Watson
Feb 11, 2019
Active or Passive Management: The Behavioural Explanations of Factors (EP.32)
Feb 07, 2019
Single Decision ETFs: Unpacking XGRO and XBAL from BlackRock (EP.31)
Jan 30, 2019
The Authority Speaks: A Complete Guide to Investing and Retirement with Larry Swedroe (EP.30)
Jan 23, 2019
Clearing Up the Holiday Back-Up: Podcast Housekeeping and Round Up (EP.29)
Jan 17, 2019
Staying Ahead of the Curve: The History of Dimensional Fund Advisors (EP.28)
Jan 09, 2019
Evidence Based Investing: Changing the Minds of Advisors and Investors with Robin Powell (EP.27)
Jan 02, 2019
Embracing Uncertainty: Planning Ahead and Taking On the Risk with Big Bang Theory Writer, David Goetsch (EP.26)
Dec 26, 2018
The Year End Round Up: Recapping Recent Market Performance (EP.25)
Dec 20, 2018
Evidence: What To Follow And What Not To Follow (EP.24)
Dec 13, 2018
The Basic Rules of Purchasing Insurance: What, Why, When and How Much! (EP.23)
Dec 06, 2018
The Yield Curve Is Not Out To Get You
Dec 06, 2018
Transformational Decision Making: Building A Company, Defining Success, and Finding Happiness (EP.22)
Nov 29, 2018
Buying or Leasing: Weighing the Costs of Real Estate Choices (EP.21)
Nov 22, 2018
The Cost of Financial Advice: Should You Pay For It and If You Do, How Much Should You Pay For It? (EP.20)
Nov 15, 2018
Decision Making: Mental Models, Knowing Your Variables, and Achieving Positive Outcomes With Shane Parrish (EP.19)
Nov 07, 2018
A Passion for Ottawa: Running, Luck, and the Ovarian Lottery with Mark Sutcliffe. (EP.18)
Nov 01, 2018
Evidence Based Investing: Sticking to Science When It Comes To Your Money (EP.17)
Oct 26, 2018
MARKET VOLATILITY (EP.16)
Oct 17, 2018
DIMENSIONAL ADVANCED CONFERENCE 2018 (EP.15)
Oct 15, 2018
AN INSIDE LOOK AT CANADIAN CONSUMER DEBT (EP.14)
Oct 11, 2018
UNAFFORDABLE HOUSING (EP.13)
Oct 02, 2018
LIVING THROUGH THE FINANCIAL CRISIS (EP.12)
Sep 28, 2018
SIMPLE vs. COMPLEX WITH ROBB ENGEN (EP.11)
Sep 24, 2018
KEEP THE DEFERRED SALES CHARGE, MORE FOR US (EP.10)
Sep 17, 2018
DIMENSIONAL’S BIG FLAW (EP.9)
Sep 10, 2018
SELL EVERYTHING! (EP.8)
Sep 05, 2018
BUYING WEED (EP.7)
Aug 28, 2018
ASSET LOCATION (EP.6)
Aug 17, 2018
RETHINKING MORTGAGE DEBT (EP.5)
Aug 14, 2018
THE RACE TO 0% (EP.4)
Aug 08, 2018
AMAZON EATING THE STOCK MARKET (EP.3)
Aug 03, 2018
THE CHEAPEST ADVICE PROBABLY ISN'T THE BEST (EP.1)
Aug 02, 2018
INDEXING IS HERE TO STAY (EP.2)
Aug 02, 2018