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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.

PublishesWeeklyEpisodes403Founded7 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for The Rational Reminder Podcast

Latest Episodes

In this special Investing 101 episode, the Rational Reminder hosts—Ben Felix, Dan Bortolotti, and Ben Wilson—team up to revisit the fundamental concepts that every investor should understand before diving deep into portfolio construction or market th... more

What if capitalism itself is confusing your personal finance decisions? In this week's episode, Harvard economist John Y. Campbell joins us to unpack his new book, Fixed: Why Personal Finance Is Broken and How to Make It Work for Everyone, co-authore... more

In this AMA episode of the Rational Reminder Podcast, Ben Felix and Dan Bortolotti return to answer listener questions across a wide range of topics—from covered call ETFs and dividend tax credits to currency hedging, bond mechanics, leverage, and ca... more

In this episode, we are joined by Mark Higgins, an award-winning author and institutional investment advisor, to discuss the power and importance of studying US financial history. Mark brings his wealth of knowledge as a financial historian to the sh... more

Key Facts

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Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

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
David C. Brown
Associate Professor of Finance at the Eller College of Management
University of Arizona
Episode: Episode 374: The Underperformance of Target Date Funds
Loui Bibi
Financial advisor at PWL Capital
PWL Capital
Episode: Episode 373: Asset Allocation in Practice
Elie Hassenfeld
Co-founder of GiveWell, with a background in finance and a commitment to effective altruism.
GiveWell
Episode: Episode 372: Elie Hassenfeld - (Approximately) Optimal Philanthropy
Connor Hewson
Co-owner of TCM Financial Studio
TCM Financial Studio
Episode: Episode 371: Banks Sell Products, Not Advice
Taylor Hewson
Co-owner of TCM Financial Studio
TCM Financial Studio
Episode: Episode 371: Banks Sell Products, Not Advice
Dave Chilton
Author of The Wealthy Barber and a prominent financial educator.
Episode: Episode 370: Dave Chilton (The Wealthy Barber): Timeless Financial Advice

Hosts

Benjamin Felix
Chief Investment Officer at PWL Capital and host of discussions on sensible investing.
Cameron Passmore
Chief Executive Officer at PWL Capital and co-host, often discussing practical strategies in investing.
Dan Bortolotti
Portfolio Manager at PWL Capital, contributing insights on long-term financial planning and investment strategy.

Reviews

4.9 out of 5 stars from 2.8k ratings
  • Fix yo mic dude

    Great show, but the relentless rattling/buzzing noise that emanates from Ben’s microphone every time he talks drives me insane. 5 stars outside of that.

    Apple Podcasts
    3
    Jebhuiz
    Canadaa month ago
  • Hello from down south!

    Thanks to Ben, Dan, Cameron and everyone behind the scenes! This podcast has become my top recommendation for friends and family looking to improve their financial literacy. As a listener I appreciate the depth and breath of topics covered. Special shout out to Ep. 372, I had been procrastinating doing research on effective charities. Thanks in part to this episode GiveWell will be receiving a monthly donation from my family.

    Apple Podcasts
    5
    Daniel R,
    United States2 months ago
  • Objective and Informed

    For context first, I’m a long time Financial Services employee, both individual contributor and leader on both sides of the balance sheet. I’m also a licensed Advisor with a CFP, CIM, LLQP and some other designations. I’ve worked for big banks and smaller firms. These guys take the passion into modelling and math that I wish the entire industry did. They discuss the tradeoffs in financial decisions logically and in detail. Financial Literacy is arguably the most important skill every adult needs... more

    Apple Podcasts
    5
    Raging Immoderate
    Canada2 months ago
  • I started listening shortly after purchasing my first home. My wife and I decided we needed to become financially literate. While I would have benefited from this wealth of knowledge before the major life decision, like investing, the best day to do so is yesterday, the second best is today. 

    The podcast has changed how I think about money and saving. After listening to the entire catalog, it is now a practice in patience to wait for new episodes to drop, apt practice for long term investing.

    Podcast Addict
    5
    Hydro
    2 months ago
  • A+++

    By far the best personal finance podcast out there. Absolutely stellar.

    Apple Podcasts
    5
    MPrMT
    Canada3 months ago

Listeners Say

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

The hosts are commended for their engaging discussions and candid approach to financial topics, avoiding sensationalism.
Listeners appreciate the podcast's depth and breadth of topics covered, enhancing their financial literacy.
Many reviews highlight the sense of community among listeners, underscoring a shared goal of better understanding finance and investing.

Chart Rankings

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

Apple Podcasts
#77
United States/Business/Investing
Apple Podcasts
#224
United States/Business
Spotify
#90
Canada/Trending
Apple Podcasts
#153
Canada/Top Podcasts
Apple Podcasts
#4
Canada/Business/Investing
Apple Podcasts
#6
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Episode 380: John Y. Campbell - Fixing Personal Finance
Q: What principles should be followed in designing a better financial system?
A better system should focus on being simple, cheap, safe, and easy to use, allowing for improved understanding and accessibility of financial products.
Episode 380: John Y. Campbell - Fixing Personal Finance
Q: What are the downsides of avoiding the financial system entirely?
Opting out can lead to poor decisions like using unregulated loan sharks or informal lending networks, while preventing engagement with a formal system that supports economic growth.
Episode 380: John Y. Campbell - Fixing Personal Finance
Q: How effective is financial literacy education with actually improving financial behaviors?
While financial education is valuable, it often primarily benefits those already positioned towards the top of the income distribution and cannot entirely solve inequality issues.
Episode 380: John Y. Campbell - Fixing Personal Finance
Q: What are the main problems with the current financial system?
The system's products are too complicated and expensive, leading to confusion among consumers. People often do not shop around due to a lack of understanding and the complexities involved.
Episode 380: John Y. Campbell - Fixing Personal Finance
Q: What is the role of the financial system from the perspective of an ordinary person?
The financial system helps to smooth out income volatility, manage emergency expenses, fund significant investments like education and housing, and allows for risk management through investment opportunities.

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?

This podcast provides insightful discussions on practical investing and financial decision-making, focusing on evidence-based strategies and personalized financial advice. The hosts, all with substantial backgrounds in finance, engage in detailed conversations covering various aspects of asset allocation, investment scams, and personal finance nuances. Listeners can expect a blend of expert opinions from guests across the finance industry, enlightening commentary on contemporary financial topics, as well as actionable advice tailored to different financial situations. The commitment to transparency and promoting financial literacy sets this podcast apart, making it a valuable resource for both novice and experienced investors seeking to dee... 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. The Long View
3. Build Wealth Canada Podcast
4. Bogleheads On Investing Podcast
5. The Canadian Investor

How many episodes of The Rational Reminder Podcast are there?

The Rational Reminder Podcast launched 7 years ago and published 403 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. John Y. Campbell
2. Mark Higgins
3. Ben Nick Maggiulli
4. David C. Brown
5. Loui Bibi
6. Elie Hassenfeld
7. Connor Hewson
8. Taylor Hewson

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