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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
Ordinary Moments
Wealth Psychology
Comprehensive Financial Planning
Market Efficiency
Family Offices
Retirement Planning
Personal Goals
Habits
Active Management
Canada Pension Plan
Societal Pressures

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.

PublishesWeeklyEpisodes400Founded7 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for The Rational Reminder Podcast

Latest Episodes

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

Your health may well be the most important investment you ever make, and the earlier you start, the better your outcomes are likely to be. In this episode, Ben Felix is joined by Ben Wilson, Portfolio Manager and Head of M&A at PWL Capital, who steps... more

Are your financial decisions evolving as your wealth grows? In this episode of the Rational Reminder Podcast, we welcome back Nick Maggiulli to unpack his approach to climbing the wealth ladder and creating the life you want. Nick is the Chief Operat... more

In this episode, Ben and Dan take a deep dive into covered call strategies—popular ETFs often marketed on their eye-catching distribution yields. While these products promise steady “income,” the reality is more complicated. Drawing on recent researc... more

Key Facts

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

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Recent Guests

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
Louai Bibi
Financial Planner at PWL Capital
PWL Capital
Episode: Episode 367: AMA #8 + Insurance Needs Analysis with Louai Bibi

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
    Canada22 days 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 Statesa month 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
    Canada2 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
#74
United States/Business/Investing
Apple Podcasts
#237
United States/Business
Apple Podcasts
#8
Canada/Business/Investing
Apple Podcasts
#17
Canada/Business
Apple Podcasts
#77
United Kingdom/Business/Investing
Apple Podcasts
#69
Italy/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Episode 378: Learning from Market History
Q: What historical parallels are there for crypto or even meme stocks?
Crypto is unique, but meme stocks are similar to market manipulation that existed before the Securities Exchange Act of 1934.
Episode 378: Learning from Market History
Q: What role has the US financial system played in the success of the country?
The US financial system has been absolutely critical, enabling great ideas to get access to resources.
Episode 378: Learning from Market History
Q: How do you articulate the value of studying financial history?
There's almost nothing that happens in financial markets that is unprecedented; it just seems that way because nobody looks back far enough.
Episode 376: Climbing The Wealth Ladder
Q: What is the 0.01% rule for spending?
It states that your net worth should generate roughly this amount daily, and if a spending decision is lower than this, one shouldn't worry about it.
Episode 376: Climbing The Wealth Ladder
Q: What is the wealth ladder?
It breaks wealth into six distinct levels and argues that financial strategies should change over time as your financial situation evolves.

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. Bogleheads On Investing Podcast
4. Build Wealth Canada Podcast
5. Excess Returns

How many episodes of The Rational Reminder Podcast are there?

The Rational Reminder Podcast launched 7 years ago and published 400 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. Mark Higgins
2. Ben Nick Maggiulli
3. David C. Brown
4. Loui Bibi
5. Elie Hassenfeld
6. Connor Hewson
7. Taylor Hewson
8. Dave Chilton

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