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From the Archives: Relistening to Ben Felix Share How to Be a Common Sense Investor
Apr 30, 2025
In this discussion, Ben Felix, Chief Investment Officer at PWL Capital, shares his expertise on common sense investing. He breaks down practical strategies for navigating today's economic landscape. Listeners will find insights into the benefits of index investing versus actively managed funds, and learn about the often-hidden costs of homeownership explained by the '5% rule.' Felix emphasizes the importance of financial literacy and proactive planning for retirement, making a compelling case for informed investment decisions.
41:50
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Quick takeaways
- Ben Felix emphasizes the importance of aligning with fee-only financial advisory models for more objective and unbiased investment advice.
- The podcast advocates for low-cost index funds over actively managed mutual funds, which often underperform in the investment landscape.
Deep dives
Ben Felix's Background and Career Path
Ben Felix, a finance expert and YouTuber, transitioned into finance after initially pursuing a career in basketball and mechanical engineering. He chose mechanical engineering as a challenge and later shifted to finance, not out of passion but through a strategic decision, opting for an MBA program based on its difficult finance stream. This unplanned journey led him to an internship in financial services where he became disillusioned by commission-based financial practices, prompting another shift in his career. Ultimately, Ben found his place at PWL Capital, where he aligns with a philosophy rooted in evidence-based investment strategies.
