

The Rational Reminder Podcast
Benjamin Felix, Cameron Passmore, and Dan Bortolotti
A weekly reality check on sensible investing and financial decision-making, from three Canadians. Hosted by Benjamin Felix, Cameron Passmore, and Dan Bortolotti, Portfolio Managers at PWL Capital.
Episodes
Mentioned books

14 snips
Apr 18, 2024 • 54min
Episode 301 - Optimal Government Pension Claiming
Prof. Meir Statman discusses optimal CPP claiming, financial well-being. Insights on CPP benefits, wage growth ties, deferring claims. Exploring finances' impact on life domains like dating, education. Transitioning from wealth to well-being advisors. Investigate nuances of CPP benefits and financial correlations shaping well-being.

Apr 18, 2024 • 36min
Bonus Episode - Prof. Meir Statman: A Wealth of Well-Being
Financial expert Prof. Meir Statman discusses the impact of finances on well-being, why wealth advisors should become well-being advisors, and the correlations between finances and happiness in various life domains like dating, education, and work. Discover how self-control in spending, social status, marriage, and religion can influence overall well-being.

16 snips
Apr 11, 2024 • 57min
Episode 300 - Abby Sussman: Financial Judgment and Decision Making
Abby Sussman, a distinguished professor of marketing, discusses how personal beliefs influence financial decisions, the source of reference points for financial well-being, expense prediction biases, budgeting effectiveness, product sensitivity nuances, and excessive consumer consumption drivers. Gain insights into navigating financial decision complexities, the psychology behind it, leveraging AI for better financial decisions, and optimizing your financial future.

139 snips
Apr 4, 2024 • 1h 23min
Episode 299: The Most Important Lessons in Investing
Learn about investing lessons like not trying to beat the market, the impact of narratives on economy, and why market timing fails. Discover how incentives matter, why wealth doesn't guarantee success, and the benefits of low-cost total market index funds. Get insights on navigating financial complexities and why simplicity and skepticism are key for financial success.

15 snips
Mar 28, 2024 • 58min
Episode 298 - Randall Stutman: Admired Leadership for Financial Decision-Making
Author and leadership coach Randall Stutman discusses admired leadership qualities and their application in financial decision-making. Topics include the importance of followership, values-driven leadership, building strong client relationships, time management strategies, and the introduction of an AI digital coach.

29 snips
Mar 21, 2024 • 1h 12min
Episode 297 - Do Stocks Return 10-12% On Average? & Zero to Millionaire with Nicolas Bérubé
Diving into the flaws of the 10% stock return myth, survivorship bias in U.S. equity premiums, and historical asset pricing behaviors. Contrasting U.S. and global stock returns, emphasizing long-term vision in investing, and navigating investment options. Also, discussing entertainment, dining experiences, basketball triumphs, Patagonia vests, and AI advancements.

6 snips
Mar 14, 2024 • 53min
Epidose 296 - Adam Alter: The Anatomy of a Breakthrough
Adam Alter discusses feeling stuck in life and provides insights on how to break free in his book 'Anatomy of a Breakthrough'. Topics include goal-setting, the nature of breakthroughs, the balance between excellence and perfection, and the role of luck and creativity in achieving success.

5 snips
Mar 7, 2024 • 1h 34min
Episode 295 - Home Country Bias, Seg Funds, and Todd Rogers on Writing for Busy Readers
Exploring home-country bias in investments, segregated funds complexities, and the science behind effective communication. Unpacking Canadian home bias trends, dissecting the rationality behind bias, and discussing communication styles. Discovering the conditions for home-country bias, drawbacks of segregated funds, and tips for engaging writing. Unraveling the complexities of investing, navigating behavioral science, and sharing tools for financial success.

Feb 29, 2024 • 49min
Episode 294 - Dan Harris: 10% Happier
Explore the transformative power of mindfulness meditation with Dan Harris as he shares his journey from high-stress news to inner peace. Learn about the 10% Happier philosophy, applying mindfulness to financial decisions, and tips for starting a meditation practice. Discover how skeptics can embrace Buddhism, the intersection of mindfulness and happiness, and the importance of empathy for financial advisors.

Feb 22, 2024 • 52min
Episode 293 - Eric Balchunas: Spot Bitcoin ETFs
Exploring the implications of SEC-approved spot Bitcoin ETFs, with insights on Bitcoin's mainstream journey, cash creation limitations, and anti-money laundering challenges. Discussions include leveraging ETFs for diversification, Bitwise's transparency efforts, and the impact of traditional finance colliding with decentralized finance. Discover Vanguard's conservative stance, client portfolio strategies, and the potential benefits of Bitcoin ETFs for investors.


