Podcasts
The Rational Reminder Podcast

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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Publicado 17 sep. 2026

Duración 1:18:01

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Episodios

549-

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

Escuchado

17 sep. 2026

548-

The Finances of Marriage | #426

Escuchado

10 sep. 2026

547-

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

Escuchado

03 sep. 2026

546-

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

Escuchado

27 ago. 2026

545-

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

Escuchado

25 ago. 2026

544-

The Biggest Myths in Personal Finance

Escuchado

20 ago. 2026

543-

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

Escuchado

13 ago. 2026

542-

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

Escuchado

06 ago. 2026

541-

Answering Your Financial Questions | #420

Escuchado

30 jul. 2026

540-

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

Escuchado

23 jul. 2026

539-

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

Escuchado

16 jul. 2026

538-

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

Escuchado

09 jul. 2026

537-

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

Escuchado

02 jul. 2026

536-

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

Escuchado

25 jun. 2026

535-

Answering Your Financial Questions | #414

Escuchado

18 jun. 2026

534-

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

Escuchado

11 jun. 2026

533-

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

Escuchado

04 jun. 2026

532-

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

Escuchado

28 mayo 2026

531-

Episode 410: The State of Investing in 2026

Escuchado

21 mayo 2026

530-

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

Escuchado

14 mayo 2026

529-

Episode 408: Elroy Dimson – Investing & Optimism

Escuchado

07 mayo 2026

528-

Episode 407: Michael Kothakota - The Shape of Financial Planning

Escuchado

30 abr. 2026

527-

Episode 406: When Massive Private Companies Go Public

Escuchado

23 abr. 2026

526-

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

Escuchado

16 abr. 2026

525-

Episode 404: The Finance Paper that Changed Everything

Escuchado

09 abr. 2026

524-

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

Escuchado

02 abr. 2026

523-

Episode 402: The Problem with Private Markets

Escuchado

26 mar. 2026

522-

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

Escuchado

19 mar. 2026

521-

Episode 400: The Evolution of Index Fund Investing

Escuchado

12 mar. 2026

520-

Episode 399: James Choi - Portfolio Theory in a Spreadsheet

Escuchado

05 mar. 2026

519-

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

Escuchado

26 feb. 2026

518-

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

Escuchado

19 feb. 2026

517-

Episode 396: Theresa Ebden - Protecting Investors at the OSC

Escuchado

12 feb. 2026

516-

Episode 395: Charles Chaffin - The Psychology of Financial Planning

Escuchado

05 feb. 2026

515-

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

Escuchado

29 ene. 2026

514-

Episode 393: Engineering Financial Outcomes

Escuchado

22 ene. 2026

513-

Episode 392: The Rise of ETF Slop

Escuchado

15 ene. 2026

512-

Episode 391: How Assumptions Shape Financial Planning Outcomes

Escuchado

08 ene. 2026

511-

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

Escuchado

01 ene. 2026

510-

Episode 389: How the Rational Reminder Podcast is Made

Escuchado

25 dic. 2025

509-

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

Escuchado

18 dic. 2025

508-

Episode 387: Lessons from The Wealthy Barber (2025)

Escuchado

11 dic. 2025

507-

Episode 386: Is anyone doing dd? with Aravind Sithamparapillai

Escuchado

04 dic. 2025

506-

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

Escuchado

27 nov. 2025

505-

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

Escuchado

20 nov. 2025

504-

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

Escuchado

13 nov. 2025

503-

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

Escuchado

06 nov. 2025

502-

Episode 381: Investing 101

Escuchado

30 oct. 2025

501-

Episode 380: John Y. Campbell - Fixing Personal Finance

Escuchado

23 oct. 2025

500-

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

Escuchado

16 oct. 2025

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