Rephonic
Artwork for The Rational Reminder Podcast
Investment Strategies
Lifecycle Asset Allocation
Clear Thinking
Wealth 3.0
Decision-Making
Scott Cederburg
Factor Investing
Decision Making
Private Equity
Ordinary Moments
Wealth Psychology
Market Efficiency
Comprehensive Financial Planning
Family Offices
Retirement Planning
Personal Goals
Habits
Active Management
Canada Pension Plan
Emotional Responses

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.

PublishesWeeklyEpisodes416Founded7 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The Rational Reminder Podcast

Latest Episodes

Equal-weighted index funds sound like an elegant solution to some of today's biggest investor anxieties: high market concentration, elevated valuations, and outsized influence from a handful of mega-cap stocks. In this episode of the Rational Reminde... more

What if financial planning were approached the same way engineers design aircraft, medical treatments, or complex systems—with clearly defined objectives, constraints, and rigorous trade-off analysis? In this episode, Benjamin Felix is joined by Brad... more

ETFs were once almost synonymous with low-cost, sensible investing. But that era is changing fast. In this episode, Ben Felix, Dan Bortolotti, and Ben Wilson introduce and unpack the concept of "ETF slop"—the explosion of complex, high-fee, behaviora... more

Financial planning is built on assumptions — about markets, inflation, longevity, human behaviour, and even the questions clients bring into the room. In this episode, Ben and Braden welcome a diverse panel that originally came together at the FP Can... more

Key Facts

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Recent Guests

Aravind Sithamparapillai
Financial planner known for his deep knowledge of alternative investments.
Independent Financial Planner
Episode: Episode 386: Is anyone doing dd? with Aravind Sithamparapillai
Trevor Daigle
Newly joined team member from EB Wealth
PWL Capital
Episode: Episode 385: A Case Study on Pension Benefits vs. Commuted Values
Brett Watt
Newly joined team member from EB Wealth
PWL Capital
Episode: Episode 385: A Case Study on Pension Benefits vs. Commuted Values
Phil Briggs
Portfolio Manager and Financial Planner
PWL Capital
Episode: Episode 385: A Case Study on Pension Benefits vs. Commuted Values
Mamdouh Medhat
VP and Senior Researcher at Dimensional Fund Advisors
Dimensional Fund Advisors
Episode: Episode 384: Mamdouh Medhat - A Profitability Retrospective, and Private Fund Performance
Ted Cadsby
Former president and CEO of CIBC Securities, Inc., and author focused on index funds and human cognition
Formerly CIBC
Episode: Episode 382: Ted Cadsby - The Power of Index Funds, and Being Human
John Y. Campbell
Morden, Ellen, Carroll S. Olshan Professor of Economics at Harvard University
Harvard University
Episode: Episode 380: John Y. Campbell - Fixing Personal Finance
Mark Higgins
Senior Vice President at IFA Institutionals and author of 'Investing in US Financial History'
IFA
Episode: Episode 378: Learning from Market History
Ben Nick Maggiulli
Chief Operating Officer at Ritholtz Wealth Management
Ritholtz Wealth Management
Episode: Episode 376: Climbing The Wealth Ladder

Hosts

Benjamin Felix
Chief Investment Officer and host, dedicated to delivering evidence-based insights to enhance financial literacy.
Cameron Passmore
Chief Executive Officer and host, bringing a collaborative approach to financial decision-making and client management.
Dan Bortolotti
Portfolio Manager and host, focused on client engagement and understanding investor psychology in financial decisions.

Reviews

4.9 out of 5 stars from 2.9k ratings
  • A Gem of truth and nuance in a see of financial slop

    Absolutely brilliant show, and great to see that the best finance podcast anywhere is hosted by 2 (and sometimes more) Canadians. Sad at the lack of after show lately, hopefully the 6 of us that listened to it will be coming back soon.

    Would love an episode discussing planning in the context of mixed currency compensation for Canadians, especially for those that receive CAD + Euros/USD

    Apple Podcasts
    5
    FelixCLC
    Canada11 days ago
  • ETFs potentially useful

    First of all, I’m a massive fan and been listening to the podcast for more than 2 years now and I think you’re one of a kind. Small criticism/feedback, it’s been a while since we had a really nerdy mathsy podcast :)

    I work in the industry as a quant in a hedge fund, so I’m aware of some of the topics from the “other” side as well.

    Now to my point, I have 2 SIPP accounts (these are the tax free pension accounts in the UK and you cannot withdraw from until age 55) and they both charge a management... more

    Apple Podcasts
    5
    iFistix
    United Kingdom16 days ago
  • The best podcast for financial literacy

    This podcast has pushed me through most of the dunning Kruger effect. I started listening to this podcast after learning the Canadian couch potato basics from Dan’s blog in the 2010’s. I related to the 2 shaved head hosts but am willing to accept that Ben’s hair genes are just better. After the years listening to the podcast, I have pushed through the pit of despair and are now on the slope of enlightenment. Your varied approach on broad or specific topics along with topics on happiness and ... more

    Apple Podcasts
    5
    Flintabbatey Flonatin2
    Canada18 days ago
  • Fantastic

    Haven’t found anything like this out there. For anyone with an intermediate level of investing knowledge, this is a great podcast.

    Apple Podcasts
    5
    Jhiiwbucijshufknaui
    United Statesa month ago
  • It hurts to write this review

    Another victim of private equity…

    I have been a listener of this podcast for at least 5 years and it makes me sad to see what this podcast has become lately. Every episode just feels like a lot of fluff sales pitch and self grandiosity with some tricked in index circlejerking, unfollowed

    Apple Podcasts
    1
    FartCoinDesigner
    United States2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall, the compassionate and community-focused approach of the hosts resonates deeply, creating a loyal and satisfied audience.
Regular contributors to the podcast mention positive impacts on their own financial journeys, crediting the shows with enhancing their financial literacy and decision-making.
Listeners appreciate the emphasis on evidence-based content and practical advice, often noting how the discussions help clarify complex financial topics.
Many feel that the hosts blend professionalism with genuine curiosity, making the show not just informative but also engaging.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#86
United States/Business/Investing
Apple Podcasts
#250
United States/Business
Apple Podcasts
#7
Canada/Business/Investing
Apple Podcasts
#14
Canada/Business
Apple Podcasts
#44
United Kingdom/Business/Investing
Apple Podcasts
#140
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

Episode 388: AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion
Q: Where do you see the most impactful finance careers going forward?
There are various paths in finance that can be very rewarding, particularly in wealth management where you can combine financial planning and portfolio management roles.
Episode 388: AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion
Q: How do I find a global asset index fund?
You can use a robo-advisor for ease of access or choose asset allocation ETFs from major providers, as they provide a diversified, low-cost solution.
Episode 388: AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion
Q: Should inexperienced investors be investing 100% in equities?
While it can work for some, most inexperienced investors may not understand their risk tolerance and should consider a more balanced portfolio to avoid panic selling.
Episode 388: AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion
Q: What questions should I ask during this meeting to address the fee concerns?
It's essential to tread carefully while addressing the fee concerns with your parents' advisor and understand the reasoning behind their investment philosophy.
Episode 383: AMA #10 - Dollar cost averaging & mutual funds vs. ETFs
Q: What are your thoughts on buffered or structured strategies in ETFs?
Buffered funds typically underperform compared to simpler investment strategies, thus caution is advised when considering such products.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Interests
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Frequently Asked Questions About The Rational Reminder Podcast

What is The Rational Reminder Podcast about and what kind of topics does it cover?

Content centers on evidence-based discussions around sensible investing, personal finance, and critical financial concepts. Topics range from alternative investments and behavioral finance to the evolving landscape of index funds and financial literacy. Notably, the hosts often engage with industry experts and academics, encouraging listeners to reflect on their own financial decisions while providing practical guidance backed by research. Episodes also explore various investment strategies, emphasizing the importance of understanding market complexities and individual psychology in finance.

Unique or noteworthy aspects include an approachable yet academically rigorous style, aiming to educate listeners on how to navigate the often opaque ... more

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Which podcasts are similar to The Rational Reminder Podcast?

These podcasts share a similar audience with The Rational Reminder Podcast:

1. The Wealthy Barber Podcast
2. Build Wealth Canada Podcast
3. The Long View
4. Bogleheads On Investing Podcast
5. The Canadian Investor

How many episodes of The Rational Reminder Podcast are there?

The Rational Reminder Podcast launched 7 years ago and published 416 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Rational Reminder Podcast?

Recent guests on The Rational Reminder Podcast include:

1. Aravind Sithamparapillai
2. Trevor Daigle
3. Brett Watt
4. Phil Briggs
5. Mamdouh Medhat
6. Ted Cadsby
7. John Y. Campbell
8. Mark Higgins

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