The Rational Reminder Podcast

Benjamin Felix, Cameron Passmore, and Dan Bortolotti

Financial Planning

Index Funds

Asset Allocation

Investment Strategies

Retirement Planning

Behavioral Finance

Risk Management

Market Efficiency

PWL Capital

Active Management

Private Equity

Inflation

Risk Tolerance

Personal Finance

Investing

Factor Investing

Diversification

Canada Pension Plan

Financial Markets

Financial Literacy

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.

3.1k ratings

Publishes	Weekly	Episodes	450	Founded	8 years ago
Number of Listeners		Categories	InvestingBusiness

Listen to this Podcast

Guests Hosts Reviews Charts Talking Points

Latest Episodes

What to Know Before (and After) You Hire an Advisor (w/ Matthew Taylor) | #427

In this episode, we're joined by Matthew Taylor, a litigation lawyer with Sotos Class Actions in Toronto who represents retail investors and pension funds in securities class actions. We take a deep dive into what makes a successful negligence claim ... more

Yesterday • 1 hr 18 min

YouTube

The Finances of Marriage | #426

In this episode, Ben Felix, Dan Bortolotti, and Ben Wilson take a research-driven look at the finances of marriage, from spending personalities and prenuptial agreements to wedding costs, joint accounts, financial infidelity, and household decision-m... more

10 Sep 2026 • 1 hr 8 min • Most popular

The Ethics Problem in Financial Services (Dr. Moira Somers & Philippa Hann) | #425

In this episode, we're joined by Philippa Hann and Dr. Moira Somers, co-authors of The Fault Lines of Finance: Understanding and Preventing Financial Misconduct, for a deep dive into why good people can do bad things with other people's money. Philip... more

3 Sep 2026 • 1 hr 23 min

50 Years of Evidence-Based Investing (w/ David Booth) | #424

In this episode, we welcome back David Booth, Co-Founder of Dimensional Fund Advisors and author of Stay Calm: Learn to Embrace Uncertainty in Investing and Life. David reflects on his remarkable career at the center of the evidence-based investing r... more

27 Aug 2026 • 1 hr 5 min

Key Facts

Accepts Guests

Contact Information

Podcast Host

Number of Listeners

Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Wealthy Barber PodcastThe Wealthy Barber Inc.

Build Wealth Canada PodcastKornel Szrejber: Investor

The Long ViewMorningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist

Bogleheads On Investing Podcastbogleheads

The Canadian InvestorBraden Dennis & Simon Belanger

Recent Guests

Moira Somers

Clinical neuropsychologist who coaches financial professionals on the human side of money

Independent (UK/Canada)

Episode: The Ethics Problem in Financial Services (Dr. Moira Somers & Philippa Hann) | #425

Philippa Hann

Lawyer specialized in financial services litigation and CEO of Paradigm Norton

Paradigm Norton

Episode: The Ethics Problem in Financial Services (Dr. Moira Somers & Philippa Hann) | #425

David Booth

Co-founded Dimensional Fund Advisors; author of Stay Calm, Learn to Embrace Uncertainty in Investing and Life

Dimensional Fund Advisors

Episode: 50 Years of Evidence-Based Investing (w/ David Booth) | #424

Mike Sullivan

Co-founder and Chief Growth Officer at OneDigital

OneDigital

Episode: The Future of AI in the Workplace | Special Episode (Mike Sullivan and Vinay Gidwaney)

Vinay Gidwaney

Chief Product Officer at OneDigital

OneDigital

Episode: The Future of AI in the Workplace | Special Episode (Mike Sullivan and Vinay Gidwaney)

Bill Bernstein

Neurologist, co-founder of Efficient Frontier Advisors

Efficient Frontier Advisors

Episode: 80 Years of Financial Knowledge in 53 Minutes | #422 (Bill Bernstein)

Barry Ritholtz

Founder of Ritholtz Wealth Management; author and media figure

Ritholtz Wealth Management

Episode: Barry Ritholtz: "90% of financial products are crap" | #421

Jean-Pierre Aubry

Associate Director of Retirement Plans and Finance at the Center for Retirement Research, Boston College

Center for Retirement Research at Boston College

Episode: The State of Retirement Research | #419 (Jean-Pierre Aubry)

Paul Kaplan

Dr. Paul Kaplan, PhD, CFA; Director of Research (Morningstar Canada) and researcher in asset allocation and life cycle finance

Morningstar Canada, author of Frontiers of Modern Asset Allocation and Lifetime Financial Advice

Episode: A Financial Plan For Your Entire Life | #417 (Dr. Paul Kaplan)

Hosts

Benjamin Felix

Co-host, Host, Portfolio Manager at PWL Capital

Cameron Passmore

Co-host, CEO of PWL Capital

Dan Bortolotti

Host, Principal at PWL Capital

Ben Wilson

Co-host and M&A lead at PWL Capital

Reviews

4.9 out of 5 stars from 3.1k ratings

In-depth financial analysis
I found Rational Reminder from an interview on the Bogleheads On Investing podcast. Since then I’ve been going through the archive. Excellent interviews and in-depth dives into the data. I’m looking forward to the next 400+ podcasts.
Apple Podcasts
5
tfschueller
United Statesa month ago
My favorite investment podcast.
I recently discovered this podcast. It is my favorite investment podcast by far. Intelligent discourse based on recent data and papers translated in a way that investors can understand. It hits me right at my level.
Apple Podcasts
5
ThomasLE3
United States2 months ago
When the Client Experience Matches the Philosophy
I don't often write reviews, but in this case I felt one was deserved.
For transparency, I am a happy PWL client. I was not asked to write this review, I am not being compensated in any way, and I agree with the Rational Reminder hosts that paying people to leave reviews would be a strange way to build a business.
I was a happy and enthusiastic DIY investor, and I read as much excellent high quality material I could get my hands on. I eventually discovered PWL through the Rational Reminder an... more
Apple Podcasts
5
M DuVal
Canada2 months ago
Recently discovered
Absolutely Great Podcast
Apple Podcasts
5
Lendrick97
Germany3 months ago
Best personal finance podcast
Absolutely best personal finance podcast. Research based. Avoids hyperbole, marketing, etc. Please keep it up. Thank you!
Apple Podcasts
5
Lumen user
United States3 months ago

Embed These Reviews on a Website

Listeners Say

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

Feedback highlights high-quality guests and Canadian perspective, with occasional audio quality critiques.

Listeners praise the evidence-based approach and practical guidance.

Audience notes in-depth analysis and data-driven discussions as a standout.

Chart Rankings

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

Apple Podcasts	#84	United States/Business/Investing
Apple Podcasts	#248	Canada/Top Podcasts
Apple Podcasts	#5	Canada/Business/Investing
Apple Podcasts	#11	Canada/Business
Apple Podcasts	#77	United Kingdom/Business/Investing
Apple Podcasts	#28	Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Is VEQT Costing You? (& Other Questions) | #416

Q: How do you think about diversification—owning the whole market vs. tilting or selecting components?

They argue that owning a global market portfolio is a strong baseline for diversification and that tilting toward additional factors or regions often adds complexity without guaranteed diversification benefits; for many investors, especially those seeking simplicity, a broad, low-cost solution that captures global exposure is preferable.

Is VEQT Costing You? (& Other Questions) | #416

Q: Is there a point at which it would be worthwhile buying the individual component ETFs of VEQT instead of the single asset allocation ETF, VEQT?

The hosts discuss that if you want to hold all four components in a long-term, all-the-time allocation, VEQT is convenient; however, for larger accounts or specific account types where you want precise asset location, buying the individual components can be advantageous, especially when aiming to minimize rebalancing complexity and tailor to tax and account structure.

Shannon Lee Simmons: How To Stop Feeling Broke | #415

Q: What can people do to stop feeling broke?

Develop a concrete financial plan, avoid endless category budgeting, and create a simple framework that separates money you can spend from money you can't, backed by an emergency fund and defined spending limits.

Ben Carlson: Investing at All-Time Highs | #412

Q: Ben, how worried should people be about investing at all-time highs?

Carlson suggests that worry is often misplaced because remaining invested and maintaining a long-term perspective tends to yield better outcomes; also, the data show that returns one, three, or five years after highs can be favorable, and that bull markets tend to last longer than many expect.

Episode 409: Investment Banker - What Private Equity Doesn't Tell You

Q: What are the main risks for retail investors considering private alternatives compared to public markets?

Liquidity risk and long lockups (10-12 years), high fees, opaque valuations, non-reporting funds with potential overstatement of value, and governance issues with gatekeepers and consultants leading to misalignment of incentives.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Rational Reminder Podcast

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

A rigorous, data-driven look at investing and personal finance, guided by three Canadian portfolio managers. Episodes emphasize evidence-based decision making, long-horizon planning, and practical approaches to retirement spending, taxes, and risk. Regular guests include academics and field experts who challenge marketing hype and offer frameworks for asset allocation, lifecycle planning, and fee-aware investing. The show's Canadian perspective, clear skepticism of flashy trends, and emphasis on actionable takeaways make it useful for professionals and serious individual investors alike.

What stands out is the commitment to transparency, mortgageing complex ideas into practical models (like lifecycle planning and market simulations) and th... more

Where can I find podcast stats for The Rational Reminder Podcast?

Rephonic provides a wide range of podcast stats for The Rational Reminder Podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Rational Reminder Podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Rational Reminder Podcast get?

Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for The Rational Reminder Podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for The Rational Reminder Podcast?

Rephonic provides comprehensive predictive audience data for The Rational Reminder Podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does The Rational Reminder Podcast have?

To see how many followers or subscribers The Rational Reminder Podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. Bogleheads On Investing Podcast
5. The Canadian Investor

How many episodes of The Rational Reminder Podcast are there?

The Rational Reminder Podcast launched 8 years ago and published 450 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Rational Reminder Podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The Rational Reminder Podcast?

Rephonic pulls ratings and reviews for The Rational Reminder Podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Rational Reminder Podcast?

Rephonic provides full transcripts for episodes of The Rational Reminder Podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Rational Reminder Podcast?

Recent guests on The Rational Reminder Podcast include:

1. Moira Somers
2. Philippa Hann
3. David Booth
4. Mike Sullivan
5. Vinay Gidwaney
6. Bill Bernstein
7. Barry Ritholtz
8. Jean-Pierre Aubry

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.

Try it free for 7 days