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Financial Planning
Index Funds
Investment Strategies
Asset Allocation
Retirement Planning
Behavioral Finance
Risk Management
Market Efficiency
Active Management
PWL Capital
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.

PublishesWeeklyEpisodes440Founded8 years ago
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InvestingBusiness

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Artwork for The Rational Reminder Podcast

Latest Episodes

In this AMA episode, Ben Felix, Dan Bortolotti, and Ben Wilson tackle a wide range of practical investing questions submitted by listeners. They begin by discussing one of the most common investing mistakes—market timing—and explain why getting back ... more

In this episode, we are joined by Dr. Paul Kaplan, economist, CFA charterholder, former Director of Research at Morningstar Canada, and co-author of Lifetime Financial Advice, for a fascinating exploration of life cycle finance. Drawing on decades of... more

In this AMA episode, Benjamin Felix, Dan Bortolotti, and Ben Wilson tackle a wide range of listener questions covering portfolio construction, diversification, active management, pensions, fiduciary duty, and short-term investing decisions. They exam... more

In this episode, we are joined by Shannon Lee Simmons—Certified Financial Planner, Chartered Investment Manager, bestselling author, and founder of the New School of Finance—for a wide-ranging conversation about the emotional side of money. Drawing o... more

Key Facts

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Recent Guests

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)
Jeff Hooke
Former investment banking, private debt and private equity executive;Senior lecturer at Johns Hopkins University
Independent researcher/academic
Episode: Episode 409: Investment Banker - What Private Equity Doesn't Tell You
Elroy Dimson
Professor of Finance and Research Director at Cambridge Judge Business School; Emeritus Professor of Finance at London Business School
Cambridge Judge Business School; London Business School
Episode: Episode 408: Elroy Dimson – Investing & Optimism
Michael Kothakota
PhD in personal financial planning, CFP; lecturer and former head of research at CFP Board; CEO of WolfBridge Wealth
WolfBridge Wealth
Episode: Episode 407: Michael Kothakota - The Shape of Financial Planning
Patrick Adams
PhD candidate at MIT working on asset pricing, household finance, international finance, macroeconomics
Massachusetts Institute of Technology
Episode: Episode 403: Patrick Adams - When Stock Crashes Matter for Long-Term Investors
Caitlin Ebanks
Director of ETF Strategy at CIBC
CIBC
Episode: Episode 401: Eduardo Repetto & Caitlin Ebanks - Opening the Avantis CAGE

Hosts

Benjamin Felix
Host of The Rational Reminder Podcast
Cameron Passmore
Co-host of The Rational Reminder Podcast
Dan Bortolotti
Co-host of The Rational Reminder Podcast

Reviews

4.9 out of 5 stars from 3.1k ratings
  • One of the best financial podcast around for investors

    As newer investor, this is one of the most informative, interesting, and fun podcasts to listen to. I love learning and geeking out with these guys. OK, I’ve been listening for well over a year and apparently I haven’t listened to the disclaimers at the end before. (At least Apr 2. #403) I’ve never laughed that hard in my life. I won’t give spoilers You’ll have to listen to it yourself. You guys are amazing and I really appreciate the content. It is so helpful for learning and has increased my c... more

    Apple Podcasts
    5
    hldixon
    Canada3 months ago
  • Real unbiased information

    This podcast, run by wonderful and insightful Canadians, offers continued insights into investing, wealth, and how to money works. it is useful to me as American in highly complicated and confusing times. I didn't grow up with info on how the stock market works or even what a mutual fund was. These guys make sure we know how the system works and how to have the system work for us. Thank you for all you do.

    Apple Podcasts
    5
    Nate Dram
    United States3 months ago
  • Absolute Hidden Gem

    French listener here. I found this via Ben Felix's YouTube and it's an absolute hidden gem! I love the unapologetically nerdy, rigorous approach. I often use AI while listening to unpack complex concepts, and I've learned so much.

    One note: as a non-native speaker listening on the go, audio quality is make-or-break. Some older episodes with poor guest audio demand too much focus and are practically unlistenable for me. Please continue prioritizing crystal-clear audio for your interviews, especi... more

    Apple Podcasts
    5
    Adaluin
    France3 months ago
  • Valuable and Insightful Podcast

    Love the podcast and always find the uninterrupted time to listen for content. Not being a finance nerd, I find some of the topics over my head, but over time my understanding is improving. I appreciate the scientific approach and listening always puts me in a ‘higher thinking’ mindset. Love the ‘rent/buy’ and ‘happiness index’ type topics as well. The banter before and after is great and really like to hear what Cameron is up to. His gentle nudges for Ben to share are always entertaining. Shou... more

    Apple Podcasts
    5
    Jeff in IT from Orillia
    Canada4 months ago
  • Tom Hardin

    Riveting

    Apple Podcasts
    5
    Drew Burgasser
    United States5 months ago

Listeners Say

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

Some listeners note audio quality could be a barrier on older episodes.
Episodes are data-driven and accessible, helping reduce investing noise.
Community and mentor-like guidance are frequently highlighted by fans.
Listeners praise the evidence-based approach and practical takeaways.
Audience enjoys accessible technical discussions and Canadian perspective.

Chart Rankings

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

Apple Podcasts
#60
United States/Business/Investing
Apple Podcasts
#231
United States/Business
Spotify
#200
Canada/Trending
Apple Podcasts
#155
Canada/Top Podcasts
Apple Podcasts
#4
Canada/Business/Investing
Apple Podcasts
#6
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.

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 clear, evidence-based show focused on practical investing, portfolio construction, and financial decision-making. Across recent episodes, the discussions span factor investing, indexing, the realities of private markets, lifecycle asset allocation, and the interaction between academic research and real-world advising. A standout trait is the rigorous, data-driven approach delivered with accessible explanations, often challenging common market narratives and emphasizing long-run thinking. The format frequently features expert guests and hosts who translate complex ideas into actionable guidance for individual investors and professionals alike.

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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 Canadian Investor

How many episodes of The Rational Reminder Podcast are there?

The Rational Reminder Podcast launched 8 years ago and published 440 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. Shannon Lee Simmons
2. Morley Conn
3. Ben Carlson
4. John Yang
5. Jeff Hooke
6. Elroy Dimson
7. Michael Kothakota
8. Patrick Adams

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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