Rephonic
Artwork for The Rational Reminder Podcast
Investment Strategies
Lifecycle Asset Allocation
Clear Thinking
Wealth 3.0
Decision-Making
Scott Cederburg
Factor Investing
Decision Making
Private Equity
Bitcoin
Ordinary Moments
Wealth Psychology
Comprehensive Financial Planning
Market Efficiency
Family Offices
Retirement Planning
Habits
Personal Goals
Active Management
Canada Pension Plan

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.

PublishesWeeklyEpisodes412Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Rational Reminder Podcast

Latest Episodes

In this first episode of 2026, we sit down for a deep dive into one of the hottest concerns coming from clients and listeners lately: Is the U.S. stock market dangerously concentrated—and are we in an AI bubble? Ben, Dan, and Ben unpack the data, the... more

In this special year-end episode, Ben and Cameron turn the spotlight inward for a behind-the-scenes look at the Rational Reminder podcast. They're joined by the extended team that keeps the show running—from compliance to editing to marketing—to refl... more

In this special year-end AMA, the full PWL crew — Ben Felix, Cameron Passmore, Ben Wilson, and Dan Bortolotti — sit down together for the first time on the podcast to reflect on the roller-coaster that was 2025 and to tackle a wide range of thoughtfu... more

YouTube

In this episode, the team digs into the newly updated 2025 edition of The Wealthy Barber — Dave Chilton's iconic Canadian personal finance book that helped shape millions of financial journeys. Ben, Dan, and Ben walk through the biggest lessons Dave ... more

Key Facts

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Build Wealth Canada PodcastKornel Szrejber: Investor
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The Canadian InvestorBraden Dennis & Simon Belanger

Recent Guests

Aravind Sithamparapillai
Financial planner known for his deep knowledge of alternative investments.
Independent Financial Planner
Episode: Episode 386: Is anyone doing dd? with Aravind Sithamparapillai
Trevor Daigle
Newly joined team member from EB Wealth
PWL Capital
Episode: Episode 385: A Case Study on Pension Benefits vs. Commuted Values
Brett Watt
Newly joined team member from EB Wealth
PWL Capital
Episode: Episode 385: A Case Study on Pension Benefits vs. Commuted Values
Phil Briggs
Portfolio Manager and Financial Planner
PWL Capital
Episode: Episode 385: A Case Study on Pension Benefits vs. Commuted Values
Mamdouh Medhat
VP and Senior Researcher at Dimensional Fund Advisors
Dimensional Fund Advisors
Episode: Episode 384: Mamdouh Medhat - A Profitability Retrospective, and Private Fund Performance
Ted Cadsby
Former president and CEO of CIBC Securities, Inc., and author focused on index funds and human cognition
Formerly CIBC
Episode: Episode 382: Ted Cadsby - The Power of Index Funds, and Being Human
John Y. Campbell
Morden, Ellen, Carroll S. Olshan Professor of Economics at Harvard University
Harvard University
Episode: Episode 380: John Y. Campbell - Fixing Personal Finance
Mark Higgins
Senior Vice President at IFA Institutionals and author of 'Investing in US Financial History'
IFA
Episode: Episode 378: Learning from Market History
Ben Nick Maggiulli
Chief Operating Officer at Ritholtz Wealth Management
Ritholtz Wealth Management
Episode: Episode 376: Climbing The Wealth Ladder

Hosts

Benjamin Felix
Chief Investment Officer and host, dedicated to delivering evidence-based insights to enhance financial literacy.
Cameron Passmore
Chief Executive Officer and host, bringing a collaborative approach to financial decision-making and client management.
Dan Bortolotti
Portfolio Manager and host, focused on client engagement and understanding investor psychology in financial decisions.

Reviews

4.9 out of 5 stars from 2.9k ratings
  • It hurts to write this review

    Another victim of private equity…

    I have been a listener of this podcast for at least 5 years and it makes me sad to see what this podcast has become lately. Every episode just feels like a lot of fluff sales pitch and self grandiosity with some tricked in index circlejerking, unfollowed

    Apple Podcasts
    1
    FartCoinDesigner
    United Statesa month ago
  • Careful and open minded

    Ben Felix is the philosopher king of investing. I honestly believe that if he found evidence that the small value premium story was no longer true, he would change his mind, and say so. I mean, that’s what you _ should _ do about anything and everything, but many of us do not and would not. Excellent podcast (though I’m only 196 episodes in, so still gathering evidence).

    Apple Podcasts
    5
    kdlevd
    United Statesa month ago
  • #1

    This podcast is so well done. Crisp. Concise. And interesting! They set the bar so high & it has actually led me to stop listening to some of my previous favorite podcasts (which simply aren’t done this well). Keep it up!

    Apple Podcasts
    5
    The Auge
    United Statesa month ago
  • Started listening after the Canadian Couch Potato podcast (which I

    also/still recommend to friends) wrapped up. The hosts Ben, Cameron, Dan, Mark and new Ben come well-prepared to discuss the topic(s) at hand. The guests they host are experts in their field and often seem to be fans of the podcast themselves. Best of all, the hosts are not afraid to challenge their own well-informed perspectives and leave room for disagreement (thinking factor tilt vs. cap weighted). All around amazing podcast!... more

    Podcast Addict
    5
    Ian Barrett
    2 months ago
  • A truly valuable evidence based podcast

    I’ve been listening to The Rational Reminder for a while now, and it’s become one of my favorite sources of insight on investing, personal finance, and decision making. Ben and company do a great job of blending evidence-based thinking with humility & curiosity.

    What I really appreciate is how the show avoids hype. Instead, it focuses on clarity, education, and practical wisdom grounded in research. Even complex topics are, most of the time, explained in a way that’s engaging and easy to follow... more

    Apple Podcasts
    5
    Ec0rren on X
    Sweden2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall, the compassionate and community-focused approach of the hosts resonates deeply, creating a loyal and satisfied audience.
Regular contributors to the podcast mention positive impacts on their own financial journeys, crediting the shows with enhancing their financial literacy and decision-making.
Listeners appreciate the emphasis on evidence-based content and practical advice, often noting how the discussions help clarify complex financial topics.
Many feel that the hosts blend professionalism with genuine curiosity, making the show not just informative but also engaging.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#64
United States/Business/Investing
Apple Podcasts
#193
United States/Business
Apple Podcasts
#188
Canada/Top Podcasts
Apple Podcasts
#3
Canada/Business/Investing
Apple Podcasts
#8
Canada/Business
Apple Podcasts
#46
United Kingdom/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Episode 388: AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion
Q: Where do you see the most impactful finance careers going forward?
There are various paths in finance that can be very rewarding, particularly in wealth management where you can combine financial planning and portfolio management roles.
Episode 388: AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion
Q: How do I find a global asset index fund?
You can use a robo-advisor for ease of access or choose asset allocation ETFs from major providers, as they provide a diversified, low-cost solution.
Episode 388: AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion
Q: Should inexperienced investors be investing 100% in equities?
While it can work for some, most inexperienced investors may not understand their risk tolerance and should consider a more balanced portfolio to avoid panic selling.
Episode 388: AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion
Q: What questions should I ask during this meeting to address the fee concerns?
It's essential to tread carefully while addressing the fee concerns with your parents' advisor and understand the reasoning behind their investment philosophy.
Episode 383: AMA #10 - Dollar cost averaging & mutual funds vs. ETFs
Q: What are your thoughts on buffered or structured strategies in ETFs?
Buffered funds typically underperform compared to simpler investment strategies, thus caution is advised when considering such products.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About The Rational Reminder Podcast

What is The Rational Reminder Podcast about and what kind of topics does it cover?

Content centers on evidence-based discussions around sensible investing, personal finance, and critical financial concepts. Topics range from alternative investments and behavioral finance to the evolving landscape of index funds and financial literacy. Notably, the hosts often engage with industry experts and academics, encouraging listeners to reflect on their own financial decisions while providing practical guidance backed by research. Episodes also explore various investment strategies, emphasizing the importance of understanding market complexities and individual psychology in finance.

Unique or noteworthy aspects include an approachable yet academically rigorous style, aiming to educate listeners on how to navigate the often opaque ... more

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Which podcasts are similar to The Rational Reminder Podcast?

These podcasts share a similar audience with The Rational Reminder Podcast:

1. The Wealthy Barber Podcast
2. Build Wealth Canada Podcast
3. The Long View
4. The Canadian Investor
5. Bogleheads On Investing Podcast

How many episodes of The Rational Reminder Podcast are there?

The Rational Reminder Podcast launched 7 years ago and published 412 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Rational Reminder Podcast?

Recent guests on The Rational Reminder Podcast include:

1. Aravind Sithamparapillai
2. Trevor Daigle
3. Brett Watt
4. Phil Briggs
5. Mamdouh Medhat
6. Ted Cadsby
7. John Y. Campbell
8. Mark Higgins

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