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In Episode 12 of the Rational Reminder podcast we were joined by Doug McKenzie, an executive at a large US financial institution, and a PWL client. We discussed the following:
- Attacking a retirement goal
- Managing expenses before retirement
- Toronto real estate in a retirement plan
- Living (and working through) the financial crisis
- The Investor’s Group Dividend Fund
- Income investing
- Robo advisors
- Using prepaid credit cards for budgeting
- CCP vs. CPM vs. DFA
- Running regressions
- Data sources
- Come From Away
- The value of knowledge and advice
For more information or to contact Cameron and Ben, visit pwlcapital.com
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode