The podcast discusses the impact of financial advisors' portfolios on their clients' portfolios, the factors that determine variation in investment portfolios, the role of financial advisors in influencing equity market participation, the impact of increasing regulation on consumers and the positive effect of charlatans, the influence of data quality on investment factors, and the implications of pursuing momentum as a strategy.

Financial Advisor Phil Briggs discusses the cash wedge strategy for retirement planning. Mark McGrath explains the four D's of tax planning. The hosts review past episodes on investing and Seth Godin's book 'The Song of Significance'. They also explore infinite banking and leadership philosophy. Listeners express appreciation for the diverse topics covered on the podcast.

Darin Soat, aka Mr. How Money Works, reveals his real identity and discusses the problems with finfluencers and the lack of quality financial information on YouTube. Topics include the gamification of investing, creating passive income, and the negative impact of scammers and influencers on retail investors.

Hal Hershfield, Associate Professor of Marketing and Behavioral Decision Making, shares insights on framing insurance decisions and the impact of generative AI on financial choices. Also, the importance of personalized decisions, optimizing client meetings, and understanding different consumer segments. Plus, exploring end-of-life decisions, donation choices, inheritance, and the impact of money on happiness.

Special guest Brittany Hodak joins the hosts of The Rational Reminder Podcast for a live 5-year retrospective. They discuss the origins and growth of the podcast, favorite episodes and guests, challenges faced, and valuable lessons learned. Mark McGrath also provides insights on common pitfalls of ITF accounts. Then, Brittany explores creating Superfans and the power of storytelling in business. They also delve into the experience economy, investing in marketing, and more!

Professor Samuel Hartzmark, an inspiring expert in finance and human behavior, explores asset pricing, behavioral finance, and sustainability rankings in this captivating podcast. He discusses topics such as Morningstar's sustainability rating system, the value of sustainable investing, shifting the cost of capital for sustainable investments, the importance of addressing environmental issues, and the misconception of dividends. The podcast also delves into price-only indexes vs. total return indexes, interpreting risk factors in value investing, and more.

Canadian Personal Finance expert, Rob Carrick, discusses the issues at the forefront of Canadian readers' lives, the increasing investment in conservative interest-paying investments, challenges and alternatives in home ownership, adjustments in retirement, healthcare costs, dental expenses, and parental financial support. The chapter also explores the effectiveness of podcasts in delivering financial information to young people.

Guest speaker Anthony Walsh joins the hosts to discuss the history of artificial intelligence, the questionable strategy of investing in revolutionary technology, personal experiences with real estate investing, retirement risks and benefits, common misconceptions about real estate, and the impact of opioids depicted in the Netflix series 'Painkiller'.

Finance professionals and authors Victor Haghani and James White discuss the puzzle of missing billionaire families and the impact of poor financial decisions. They explain the Merton model, expected utility theory, and dynamic asset allocation. They also explore optimal lifetime spending solutions and the relationship between money and happiness. A valuable resource for better financial decision-making.

Preet Banerjee, renowned speaker and personal finance expert, discusses the value of financial advice. He shares his intriguing findings on the current state of financial planning, and explores the need for regulatory changes. The episode also includes insights on retirement savings plans and a book review on wisdom and advice for living.