The Rational Reminder Podcast

Benjamin Felix, Cameron Passmore, and Dan Bortolotti 549 - What to Know Before (and After) You Hire an Advisor (w/ Matthew Taylor) | #427

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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Επεισόδια

17 Σεπ 2026

10 Σεπ 2026

03 Σεπ 2026

27 Αύγ 2026

25 Αύγ 2026

20 Αύγ 2026

13 Αύγ 2026

06 Αύγ 2026

30 Ιούλ 2026

23 Ιούλ 2026

16 Ιούλ 2026

09 Ιούλ 2026

02 Ιούλ 2026

25 Ιούν 2026

18 Ιούν 2026

11 Ιούν 2026

04 Ιούν 2026

28 Μάιος 2026

21 Μάιος 2026

14 Μάιος 2026

07 Μάιος 2026

30 Απρ 2026

23 Απρ 2026

16 Απρ 2026

09 Απρ 2026

02 Απρ 2026

26 Μάρ 2026

19 Μάρ 2026

12 Μάρ 2026

05 Μάρ 2026

26 Φεβ 2026

19 Φεβ 2026

12 Φεβ 2026

05 Φεβ 2026

29 Ιαν 2026

22 Ιαν 2026

15 Ιαν 2026

08 Ιαν 2026

01 Ιαν 2026

25 Δεκ 2025

18 Δεκ 2025

11 Δεκ 2025

04 Δεκ 2025

27 Νοέ 2025

20 Νοέ 2025

13 Νοέ 2025

06 Νοέ 2025

30 Οκτ 2025

23 Οκτ 2025

16 Οκτ 2025

The Rational Reminder Podcast

Επεισόδια

What to Know Before (and After) You Hire an Advisor (w/ Matthew Taylor) | #427

The Finances of Marriage | #426

The Ethics Problem in Financial Services (Dr. Moira Somers & Philippa Hann) | #425

50 Years of Evidence-Based Investing (w/ David Booth) | #424

The Future of AI in the Workplace | Special Episode (Mike Sullivan and Vinay Gidwaney)

The Biggest Myths in Personal Finance

80 Years of Financial Knowledge in 53 Minutes | #422 (Bill Bernstein)

Barry Ritholtz: "90% of financial products are crap" | #421

Answering Your Financial Questions | #420

The State of Retirement Research | #419 (Jean-Pierre Aubry)

"I Sold 50% of My Portfolio. What Now?" | #418 (AMA)

A Financial Plan For Your Entire Life | #417 (Dr. Paul Kaplan)

Is VEQT Costing You? (& Other Questions) | #416

Shannon Lee Simmons: How To Stop Feeling Broke | #415

Answering Your Financial Questions | #414

How Canadian ETFs Actually Work | #413 (Morley Conn)

Ben Carlson: Investing at All-Time Highs | #412

Market Simulations & Financial Planning | #411 (John Yang)

Episode 410: The State of Investing in 2026

Episode 409: Investment Banker - What Private Equity Doesn't Tell You

Episode 408: Elroy Dimson – Investing & Optimism

Episode 407: Michael Kothakota - The Shape of Financial Planning

Episode 406: When Massive Private Companies Go Public

Episode 405: Timothy Edwards - Inside S&P DJ Indices

Episode 404: The Finance Paper that Changed Everything

Episode 403: Patrick Adams - When Stock Crashes Matter for Long-Term Investors

Episode 402: The Problem with Private Markets

Episode 401: Eduardo Repetto & Caitlin Ebanks - Opening the Avantis CAGE

Episode 400: The Evolution of Index Fund Investing

Episode 399: James Choi - Portfolio Theory in a Spreadsheet

Episode 398: Tom Hardin - Ethics, Financial Crime, and Redemption

Episode 397: Hendrik Bessembinder - Constant Leverage & Measuring Investor Outcomes

Episode 396: Theresa Ebden - Protecting Investors at the OSC

Episode 395: Charles Chaffin - The Psychology of Financial Planning

Episode 394: Equal Weight vs. Market Cap Weight Index Funds

Episode 393: Engineering Financial Outcomes

Episode 392: The Rise of ETF Slop

Episode 391: How Assumptions Shape Financial Planning Outcomes

Episode 390: The "AI Bubble" and Stock Market Concentration

Episode 389: How the Rational Reminder Podcast is Made

Episode 388: AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion

Episode 387: Lessons from The Wealthy Barber (2025)

Episode 386: Is anyone doing dd? with Aravind Sithamparapillai

Episode 385: A Case Study on Pension Benefits vs. Commuted Values

Episode 384: Mamdouh Medhat - A Profitability Retrospective, and Private Fund Performance

Episode 383: AMA #10 - Dollar cost averaging & mutual funds vs. ETFs

Episode 382: Ted Cadsby - The Power of Index Funds, and Being Human

Episode 381: Investing 101

Episode 380: John Y. Campbell - Fixing Personal Finance

Episode 379: AMA #9: Covered Call ETFs, Currency Hedging, and Bond Misconceptions