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Ben Felix: Rational Reminders for Good Financial Decisions

The Long View

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Navigating Finance: From Disappointment to Discovery

This chapter chronicles the speaker's financial journey, revealing how early setbacks with actively managed funds sparked a deeper comprehension of diversified portfolios through scientific models. It also highlights the challenges in Canada's retail investment market, emphasizing the necessity of advisor education for a transition toward index-based investments. Additionally, the chapter reflects on the evolution of a podcast community and the impact of guest discussions in shaping financial advisory practices.

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