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

Canada Pension Plan

Diversification

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	447	Founded	8 years ago
Number of Listeners		Categories	InvestingBusiness

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Latest Episodes

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

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

In this special episode, we are joined by Mike Sullivan, Co-Founder and Chief Growth Officer at OneDigital, and Vinay Gidwaney, OneDigital's Chief Product Officer, to discuss their new book, Workforce Intelligence: The People-First Playbook for Leadi... more

25 Aug 2026 • 1 hr 23 min

YouTube

The Biggest Myths in Personal Finance

In this episode, Ben Felix and Dan Bortolotti take on 10 of the biggest myths in personal finance and investing. From the idea that young people should save every possible dollar to benefit from compounding, to assumptions about economic growth, divi... more

20 Aug 2026 • 1 hr 13 min

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

In this episode, we welcome back William Bernstein to discuss the final book of his longtime friend Jonathan Clements, Money and Me. Bill reflects on Jonathan's ideas about spending, happiness, retirement, investing, inheritance, and the psychology o... more

13 Aug 2026 • 53 min • Most popular

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Recent Guests

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

Louai Bibi

Wealth Advisor and Associate Portfolio Manager at PWL Capital

PWL Capital

Episode: Answering Your Financial Questions | #420

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)

Shannon Lee Simmons

CFP professional, speaker, best-selling author, founder of the New School of Finance

New School of Finance

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

Morley Conn

ETF market maker, Scotia Bank

Scotiabank, Global Banking and Markets

Episode: How Canadian ETFs Actually Work | #413 (Morley Conn)

Ben Carlson

Director of Institutional Asset Management at Ritholtz Wealth Management

Ritholtz Wealth Management

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

John Yang

Financial engineering student at Columbia Engineering

Columbia University (industry project with Professor Michael Robbins)

Episode: Market Simulations & Financial Planning | #411 (John Yang)

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 States24 days 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 Statesa month 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
Germany2 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

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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	#55	United States/Business/Investing
Apple Podcasts	#207	United States/Business
Spotify	#161	Canada/Trending
Apple Podcasts	#174	Canada/Top Podcasts
Apple Podcasts	#3	Canada/Business/Investing
Apple Podcasts	#5	Canada/Business

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.

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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?

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

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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. Bogleheads On Investing Podcast
4. The Long View
5. The Meb Faber Show - Better Investing

How many episodes of The Rational Reminder Podcast are there?

The Rational Reminder Podcast launched 8 years ago and published 447 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. Bill Bernstein
2. Barry Ritholtz
3. Louai Bibi
4. Jean-Pierre Aubry
5. Paul Kaplan
6. Shannon Lee Simmons
7. Morley Conn
8. Ben Carlson

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.

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