The Rational Reminder Podcast

Episode 357 – AMA #6

21 snips
May 15, 2025
Ben and Cameron tackle listener questions about investment strategies and personal finance. They discuss the advantages of a multi-host format and introduce a new retirement planning tool. Insights on transitioning to OneDigital highlight collaboration in the financial sector. Key investing lessons cover market conditions and common financial pitfalls to avoid. They also touch on the emotional complexities of investing and end with a meaningful conversation about testicular cancer, underlining the importance of health awareness.
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INSIGHT

Investing Solved Except Behavior

  • Investing is largely solved for most people through behavior change, not by chasing returns.
  • The biggest unsolved issue is human behavior, which markets exploit and individuals struggle with.
ADVICE

Avoid Costly Investing Mistakes

  • Not investing or underinvesting is one of the most costly personal finance mistakes.
  • Additionally, failing to take enough risk with savings or taking wrong risks like only penny stocks are major errors.
ADVICE

Why No DIY-Only Planning

  • PWL doesn't offer advice-only planning for DIY investors as it is not their core competency and capacity.
  • Planning and implementation require ongoing follow-up beyond initial trade setup, making the service intensive.
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