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The Rational Reminder Podcast

By Cameron Passmore & Benjamin Felix

A conversational, topical back and forth about recent blogs, client questions, observations to help our clients become more rational investors.

  1. 1.
    A Message from the Bank of Canada, and Safe Withdrawal Rates with Factor Tilts (EP.117)09/24/2020
    1:20:54
  2. 2.
    Recovering from Active Management through Education (EP.116)09/17/2020
    57:40
  3. 3.
    Actively Managed Funds vs. COVID-19, Behavioral Nudges, and a Sustainable Investing Update (EP.115)09/10/2020
    1:22:09
  4. 4.
    Patricia Lovett-Reid: Financial Wellness in a Crisis (EP.114)09/03/2020
    45:16
  5. 5.
    Mega Cap Growth Stocks (FAAMG, TSLA), RESP Withdrawals, and a Golden Portfolio (EP.113)08/27/2020
    57:45
  6. 6.
    Michael Kitces on Retirement Research and the Business of Financial Advice (EP.112)08/20/2020
    1:16:10
  7. 7.
    Gold, Insuring your Insurance, and Bank Sales Pitches (EP.111)08/13/2020
    1:08:57
  8. 8.
    Craig Alexander: No Crisis Should Ever go to Waste (EP.110)08/06/2020
    1:07:06
  1. 9.
    Understanding the Fed’s Money Printer, and Lessons from the Crisis (EP.109)07/30/2020
    1:03:17
  2. 10.
    Dr. William Bernstein: Praying for a Bear Market (EP.108)07/23/2020
    43:59
  3. 11.
    Yale vs. Norway, Income Splitting, and Avoiding Ponzi Schemes (EP.107)07/16/2020
    1:10:02
  4. 12.
    Jim Stanford on The Economics of Capitalism in a Crisis (EP.106)07/09/2020
    56:45
  5. 13.
    Dimensional's ETFs, Private Equity, and Prescribed Rate Loans (EP.105)07/02/2020
    1:09:44
  6. 14.
    Fred Vettese: A Complete Guide to Retirement Income (EP.104)06/25/2020
    1:00:37
  7. 15.
    Picking an Active Manager, Raising the OAS Clawback Ceiling, and Trading Hertz (EP.103)06/18/2020
    1:01:44
  8. 16.
    Dr. Brian Portnoy: Underwriting a Meaningful Life (EP.102)06/11/2020
    59:57
  9. 17.
    Factor Nuances, Dollar Cost Averaging, and Annuities in a Pandemic (EP.101)06/04/2020
    1:09:03
  10. 18.
    Prof. Ken French: Expect the Unexpected (EP.100)05/28/2020
    57:24
  11. 19.
    Andrew Hallam (Millionaire Teacher): How to be Wealthy (and Happy) (EP.99)05/21/2020
    55:32
  12. 20.
    Rapid Fire Listener Questions, Wealthsimple's Victory Lap, and the Historic State of Value Investing (EP.98)05/14/2020
    1:12:41
  13. 21.
    Greg Zuckerman: Did Jim Simons (Renaissance Technologies) Solve the Market? (EP.97)05/07/2020
    43:29
  14. 22.
    Ben Rabidoux: A Reality Check on Canadian Real Estate & Macro Economics (EP.96)04/30/2020
    55:20
  15. 23.
    Scott Rieckens (Playing with FIRE): Finding Financial Education, Perspective, and Freedom (EP.95)04/23/2020
    1:05:04
  16. 24.
    The Stock Market vs. The Economy, and Assessing Risk Tolerance (EP.94)04/16/2020
    1:17:59
  17. 25.
    Cliff Asness from AQR: The Impact of Stories, Behaviour and Risk (EP.93)04/09/2020
    52:55
  18. 26.
    Taking Back your Amygdala and Flourishing Through a Crisis with Dr. Moira Somers and Dave Goetsch (EP.92)04/02/2020
    1:11:20
  19. 27.
    Tax Efficiency & Leverage: The Smith Maneuver with Robinson Smith (EP.91)03/26/2020
    45:46
  20. 28.
    Bear Markets: Always Different, Always the Same (EP.90b)03/23/2020
    1:16:18
  21. 29.
    COVID-19: A Rational Reminder (EP.90)03/15/2020
    1:21:52
  22. 30.
    Safety-First: A Sensible Approach to Retirement Income Planning with Wade Pfau (EP.89)03/12/2020
    52:35
  23. 31.
    Market Drops, Biological Age, and FIRE any Time (EP.88)03/05/2020
    59:50
  24. 32.
    Risk is Everywhere with Allison Schrager (EP.87)02/27/2020
    33:22
  25. 33.
    Uninsurable Condos, Floundering Robo Advisors, and Counterfactual Thinking (EP.86)02/20/2020
    52:49
  26. 34.
    Growth of the Experience Economy: A Transformation of the Financial Services Industry with Dennis Moseley-Williams (EP.85)02/13/2020
    1:12:39
  27. 35.
    Mawer, The Value Premium, and Investing Costs plus ESG Follow-up with Tim Nash (EP.84)02/06/2020
    1:12:54
  28. 36.
    Bitcoin vs. Gold: Digital Currencies as an Asset Class with Michael Sonnenshein (EP.83)01/30/2020
    41:49
  29. 37.
    Sustainable Investing, Retiring on Index Funds, and Fee Location (EP.82)01/23/2020
    51:03
  30. 38.
    Death and Marriage: The Legal Side of Financial Planning (in Ontario) with Kim Melanson (EP.81)01/16/2020
    36:50
  31. 39.
    A Planning Checklist, Portfolio Concentration, and Leverage (EP.80)01/09/2020
    58:53
  32. 40.
    Financial Theory in Practice: Gaining Insight from Models with Marlena Lee (EP.79)01/02/2020
    51:53
  33. 41.
    2019 Retrospective: A Review and Discussion of the Year's Guest Episodes (EP.78)12/26/2019
    56:33
  34. 42.
    The Ins and Outs of Estate Planning: Making the Right Arrangements with the Blunt Bean Counter (EP.77)12/19/2019
    33:50
  35. 43.
    Risk Parity, Rental Properties, and the Smith Maneuver (EP.76)12/12/2019
    34:57
  36. 44.
    Money & Behaviour: Understanding Investing from a Psychological Perspective with Daniel Crosby (EP.75)12/05/2019
    40:32
  37. 45.
    Playing with FIRE, Having a Belief System, and Term Life Insurance (EP.74)11/28/2019
    51:46
  38. 46.
    Finance for Physicians: Personal Finance for High Income Earners with the Loonie Doctor (EP.73)11/21/2019
    41:28
  39. 47.
    Interest Rates, Optimal Asset Location, and Reverse Mortgages (EP.72)11/14/2019
    42:51
  40. 48.
    Everything that you could ever know about ETFs with Dave Nadig (EP.71)11/07/2019
    47:45
  41. 49.
    Fee-only Financial Planning, Home Country Bias, and Big RRSPs (EP.70)10/31/2019
    56:07
  42. 50.
    Quantitative Investing: The Solution to Human Bias with Wes Gray (EP.69)10/24/2019
    53:36
  43. 51.
    Listener Questions and Re-Framing Risk (EP.68)10/17/2019
    47:49
  44. 52.
    The Pursuit of Finances and Fun with Jill Schlesinger (EP.67)10/10/2019
    40:33
  45. 53.
    Asset Allocation Funds, Private Equity IPOs, and The Efficient Market Hypothesis (EP.66)10/03/2019
    33:21
  46. 54.
    Investing Based on the Evidence Pyramid: A Few Lessons from the Medical Profession with Dr. Wendall Mascarenhas (EP.65)09/26/2019
    36:53
  47. 55.
    Back to the Basics: Dividends and Explaining Factors to Benjamin’s Mom (EP.64)09/19/2019
    44:02
  48. 56.
    Sustainable Investing: A Philosophical and Environmental Perspective on Your Money, with Tim Nash (EP.63)09/12/2019
    49:56
  49. 57.
    The Rational Round Up: Tax Loss Selling, Gold, Michael Burry and More! (EP.62)09/05/2019
    39:30
  50. 58.
    Ted Seides: Much More Than a Betting Man (EP.61)08/29/2019
    42:00
  51. 59.
    Valuation Theory and the Imminent Recession (EP.60)08/22/2019
    40:14
  52. 60.
    Financial Economics and Annuities: Rational Planning for Retirement (EP.59)08/15/2019
    39:24
  53. 61.
    The Ins and Outs of Real Estate: Mortgage Rate, Rentals, REITs and Variable Annuities (EP.58)08/08/2019
    30:31
  54. 62.
    A Masterclass in Business: Money Philosophy with Barry Ritholtz (EP.57)08/01/2019
    1:10:59
  55. 63.
    GIC's, Portfolio Questions and Education Saving Plans: What's Right for You in Your Retirement and Education Preparations? (EP.56)07/25/2019
    38:33
  56. 64.
    Being Frugal: The Crux of Financial Happiness (EP.55)07/18/2019
    37:03
  57. 65.
    The S&P Dow Jones & S&P 500: A Brief History (EP.54)07/11/2019
    53:20
  58. 66.
    The Real Value of Financial Advice: An Empirical Perspective (EP.53)07/04/2019
    41:46
  59. 67.
    What drives the value premium? (EP.52)06/27/2019
    42:00
  60. 68.
    Writing About Money: Advocating for Consumer Rights with Ellen Roseman (EP.51)06/20/2019
    39:56
  61. 69.
    Tax Tales: Considering The Tax Implications Of Asset Allocation ETFs (EP.50)06/13/2019
    34:15
  62. 70.
    Insights into Horizons: Continuous Innovation in the Canadian ETF Market (EP.49)06/06/2019
    43:18
  63. 71.
    Current Investment Topics: Market Efficiency, Grossman-Stiglitz Paradox, and the Home Ownership Debate (EP.48)05/30/2019
    40:14
  64. 72.
    The Used Car Business: Inventory, Margins and Customer Experience, with Brad Boehme (EP.47)05/23/2019
    35:12
  65. 73.
    Raw Truth of Investment: Why the Best Investment Advisors Cannot Beat a Dart (EP.46)05/16/2019
    36:29
  66. 74.
    Preparing for a Changing World: Advice that Sticks with Dr. Moira Somers (EP.45)05/09/2019
    35:51
  67. 75.
    Interactions with Trolls: Who Should You Listen To? (EP.44)05/02/2019
    38:12
  68. 76.
    Life at Dimensional: The Constant Pursuit with Dave Butler (EP.43)04/25/2019
    52:52
  69. 77.
    IPOs, Indexing and Market-Linked GICs: Weighing Up Their Worth (EP.42)04/18/2019
    39:27
  70. 78.
    The Future of Canadian Fintech: Leading the Charge with Robo-Advisors (EP.41)04/11/2019
    34:06
  71. 79.
    Five Factor Thinking: Using Factors to Spot Trends and Guide Decision Making (EP.40)04/04/2019
    44:15
  72. 80.
    Steering Away from the Financial Extremes with Rob Carrick (EP.39)03/28/2019
    36:31
  73. 81.
    Feelings in the Decision Making Process: A Reminder About Rationality (EP.38)03/21/2019
    34:53
  74. 82.
    Spending and Budgeting: Aligning Your Values and Goals To Your Finances (EP.37)03/14/2019
    31:09
  75. 83.
    ETF Model Portfolios: For Performance and Comparison Purposes (EP.36)03/07/2019
    34:48
  76. 84.
    Findependence: Finding Financial Independence While Still Engaging In The Things You Love (EP.35)02/28/2019
    31:21
  77. 85.
    The Safe Savings Rate: Shifting the Focus Away from Wealth Accumulation (EP.34)02/22/2019
    30:54
  78. 86.
    Low Cost Index Investing with Rick Ferri: What You Need To Be a Successful Index Investor (EP.33)02/14/2019
    30:22
  79. 87.
    Building a Future for the City: An Interview with Mayor of Ottawa, Jim Watson02/11/2019
    15:43
  80. 88.
    Active or Passive Management: The Behavioural Explanations of Factors (EP.32)02/07/2019
    34:33
  81. 89.
    Single Decision ETFs: Unpacking XGRO and XBAL from BlackRock (EP.31)01/30/2019
    29:10
  82. 90.
    The Authority Speaks: A Complete Guide to Investing and Retirement with Larry Swedroe (EP.30)01/23/2019
    45:31
  83. 91.
    Clearing Up the Holiday Back-Up: Podcast Housekeeping and Round Up (EP.29)01/17/2019
    29:59
  84. 92.
    Staying Ahead of the Curve: The History of Dimensional Fund Advisors (EP.28)01/09/2019
    42:47
  85. 93.
    Evidence Based Investing: Changing the Minds of Advisors and Investors with Robin Powell (EP.27)01/02/2019
    27:42
  86. 94.
    Embracing Uncertainty: Planning Ahead and Taking On the Risk with Big Bang Theory Writer, David Goetsch (EP.26)12/26/2018
    44:01
  87. 95.
    The Year End Round Up: Recapping Recent Market Performance (EP.25)12/20/2018
    30:34
  88. 96.
    Evidence: What To Follow And What Not To Follow (EP.24)12/13/2018
    36:25
  89. 97.
    The Basic Rules of Purchasing Insurance: What, Why, When and How Much! (EP.23)12/06/2018
    33:25
  90. 98.
    The Yield Curve Is Not Out To Get You12/06/2018
    12:16
  91. 99.
    Transformational Decision Making: Building A Company, Defining Success, and Finding Happiness (EP.22)11/29/2018
    38:00
  92. 100.
    Buying or Leasing: Weighing the Costs of Real Estate Choices (EP.21)11/22/2018
    26:57
  93. 101.
    The Cost of Financial Advice: Should You Pay For It and If You Do, How Much Should You Pay For It? (EP.20)11/15/2018
    31:30
  94. 102.
    Decision Making: Mental Models, Knowing Your Variables, and Achieving Positive Outcomes With Shane Parrish (EP.19)11/07/2018
    45:49
  95. 103.
    A Passion for Ottawa: Running, Luck, and the Ovarian Lottery with Mark Sutcliffe. (EP.18)11/01/2018
    34:29
  96. 104.
    Evidence Based Investing: Sticking to Science When It Comes To Your Money (EP.17)10/26/2018
    31:44
  97. 105.
    MARKET VOLATILITY (EP.16)10/17/2018
    34:48
  98. 106.
    DIMENSIONAL ADVANCED CONFERENCE 2018 (EP.15)10/15/2018
    32:24
  99. 107.
    AN INSIDE LOOK AT CANADIAN CONSUMER DEBT (EP.14)10/11/2018
    31:14
  100. 108.
    UNAFFORDABLE HOUSING (EP.13)10/02/2018
    32:57
  101. 109.
    LIVING THROUGH THE FINANCIAL CRISIS (EP.12)09/28/2018
    24:11
  102. 110.
    SIMPLE vs. COMPLEX WITH ROBB ENGEN (EP.11)09/24/2018
    32:53
  103. 111.
    KEEP THE DEFERRED SALES CHARGE, MORE FOR US (EP.10)09/17/2018
    33:25
  104. 112.
    DIMENSIONAL’S BIG FLAW (EP.9)09/10/2018
    31:51
  105. 113.
    SELL EVERYTHING! (EP.8)09/05/2018
    34:25
  106. 114.
    BUYING WEED (EP.7)08/28/2018
    30:11
  107. 115.
    ASSET LOCATION (EP.6)08/17/2018
    32:13
  108. 116.
    RETHINKING MORTGAGE DEBT (EP.5)08/14/2018
    30:49
  109. 117.
    THE RACE TO 0% (EP.4)08/08/2018
    28:49
  110. 118.
    AMAZON EATING THE STOCK MARKET (EP.3)08/03/2018
    29:04
  111. 119.
    INDEXING IS HERE TO STAY (EP.2)08/02/2018
    33:59
  112. 120.
    THE CHEAPEST ADVICE PROBABLY ISN'T THE BEST (EP.1)08/02/2018
    30:17

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