The Rational Reminder Podcast

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.

More episodes

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

Daha fazla bölüm göster

Daha fazla i̇ş dünyası pod yayını

Daha fazla i̇ş dünyası uluslararası pod yayını

Radyo istasyonunuzu bulun