The Rational Reminder Podcast by 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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549 - What to Know Before (and After) You Hire an Advisor (w/ Matthew Taylor) | #427

Thu, 17 Sep 2026
548 - The Finances of Marriage | #426

Thu, 10 Sep 2026
547 - The Ethics Problem in Financial Services (Dr. Moira Somers & Philippa Hann) | #425

Thu, 03 Sep 2026
546 - 50 Years of Evidence-Based Investing (w/ David Booth) | #424

Thu, 27 Aug 2026
545 - The Future of AI in the Workplace | Special Episode (Mike Sullivan and Vinay Gidwaney)

Tue, 25 Aug 2026
544 - The Biggest Myths in Personal Finance

Thu, 20 Aug 2026
543 - 80 Years of Financial Knowledge in 53 Minutes | #422 (Bill Bernstein)

Thu, 13 Aug 2026
542 - Barry Ritholtz: "90% of financial products are crap" | #421

Thu, 06 Aug 2026
541 - Answering Your Financial Questions | #420

Thu, 30 Jul 2026
540 - The State of Retirement Research | #419 (Jean-Pierre Aubry)

Thu, 23 Jul 2026
539 - "I Sold 50% of My Portfolio. What Now?" | #418 (AMA)

Thu, 16 Jul 2026
538 - A Financial Plan For Your Entire Life | #417 (Dr. Paul Kaplan)

Thu, 09 Jul 2026
537 - Is VEQT Costing You? (& Other Questions) | #416

Thu, 02 Jul 2026
536 - Shannon Lee Simmons: How To Stop Feeling Broke | #415

Thu, 25 Jun 2026
535 - Answering Your Financial Questions | #414

Thu, 18 Jun 2026
534 - How Canadian ETFs Actually Work | #413 (Morley Conn)

Thu, 11 Jun 2026
533 - Ben Carlson: Investing at All-Time Highs | #412

Thu, 04 Jun 2026
532 - Market Simulations & Financial Planning | #411 (John Yang)

Thu, 28 May 2026
531 - Episode 410: The State of Investing in 2026

Thu, 21 May 2026
530 - Episode 409: Investment Banker - What Private Equity Doesn't Tell You

Thu, 14 May 2026
529 - Episode 408: Elroy Dimson – Investing & Optimism

Thu, 07 May 2026
528 - Episode 407: Michael Kothakota - The Shape of Financial Planning

Thu, 30 Apr 2026
527 - Episode 406: When Massive Private Companies Go Public

Thu, 23 Apr 2026
526 - Episode 405: Timothy Edwards - Inside S&P DJ Indices

Thu, 16 Apr 2026
525 - Episode 404: The Finance Paper that Changed Everything

Thu, 09 Apr 2026
524 - Episode 403: Patrick Adams - When Stock Crashes Matter for Long-Term Investors

Thu, 02 Apr 2026
523 - Episode 402: The Problem with Private Markets

Thu, 26 Mar 2026
522 - Episode 401: Eduardo Repetto & Caitlin Ebanks - Opening the Avantis CAGE

Thu, 19 Mar 2026
521 - Episode 400: The Evolution of Index Fund Investing

Thu, 12 Mar 2026
520 - Episode 399: James Choi - Portfolio Theory in a Spreadsheet

Thu, 05 Mar 2026
519 - Episode 398: Tom Hardin - Ethics, Financial Crime, and Redemption

Thu, 26 Feb 2026
518 - Episode 397: Hendrik Bessembinder - Constant Leverage & Measuring Investor Outcomes

Thu, 19 Feb 2026
517 - Episode 396: Theresa Ebden - Protecting Investors at the OSC

Thu, 12 Feb 2026
516 - Episode 395: Charles Chaffin - The Psychology of Financial Planning

Thu, 05 Feb 2026
515 - Episode 394: Equal Weight vs. Market Cap Weight Index Funds

Thu, 29 Jan 2026
514 - Episode 393: Engineering Financial Outcomes

Thu, 22 Jan 2026
513 - Episode 392: The Rise of ETF Slop

Thu, 15 Jan 2026
512 - Episode 391: How Assumptions Shape Financial Planning Outcomes

Thu, 08 Jan 2026
511 - Episode 390: The "AI Bubble" and Stock Market Concentration

Thu, 01 Jan 2026
510 - Episode 389: How the Rational Reminder Podcast is Made

Thu, 25 Dec 2025
509 - Episode 388: AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion

Thu, 18 Dec 2025
508 - Episode 387: Lessons from The Wealthy Barber (2025)

Thu, 11 Dec 2025
507 - Episode 386: Is anyone doing dd? with Aravind Sithamparapillai

Thu, 04 Dec 2025
506 - Episode 385: A Case Study on Pension Benefits vs. Commuted Values

Thu, 27 Nov 2025
505 - Episode 384: Mamdouh Medhat - A Profitability Retrospective, and Private Fund Performance

Thu, 20 Nov 2025
504 - Episode 383: AMA #10 - Dollar cost averaging & mutual funds vs. ETFs

Thu, 13 Nov 2025
503 - Episode 382: Ted Cadsby - The Power of Index Funds, and Being Human

Thu, 06 Nov 2025
502 - Episode 381: Investing 101

Thu, 30 Oct 2025
501 - Episode 380: John Y. Campbell - Fixing Personal Finance

Thu, 23 Oct 2025
500 - Episode 379: AMA #9: Covered Call ETFs, Currency Hedging, and Bond Misconceptions

Thu, 16 Oct 2025

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