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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
Diversification
Factor Investing
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.

PublishesWeeklyEpisodes453Founded8 years ago
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InvestingBusiness

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Artwork for The Rational Reminder Podcast

Latest Episodes

In this episode, Ben Felix, Dan Bortolotti, and Kelly Thomas revisit some of the blind spots from their recent discussion about the finances of marriage before diving into a deeply nerdy discussion about leveraged ETFs. Kelly brings a different persp... more

In this episode, we're joined by Victor Haghani, founder of Elm Wealth and co-author of The Missing Billionaires, for a wide-ranging conversation about how different types of investors shape financial markets. Victor explains the framework behind his... more

What happens when a small group of exceptionally wealthy people holds a growing share of a country's income and wealth? And what can economics tell us about the forces behind that concentration?

In this episode, we are joined by Owen Zidar, profess... more

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

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Recent Guests

Owen Zidar
Professor of Economics and Public Affairs, Princeton
Princeton University
Episode: Wealthy People Are Hiding in Plain Sight (ft. Owen Zidar) | #428
Matthew Taylor
Litigation lawyer with Sotos Class Action; represents retail investors and pension funds in securities class actions
Sotos Class Action
Episode: What to Know Before (and After) You Hire an Advisor (w/ Matthew Taylor) | #427
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
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)

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 States2 months 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
    Canada3 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 States4 months ago

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
#78
United States/Business/Investing
Apple Podcasts
#222
United States/Business
Apple Podcasts
#7
Canada/Business/Investing
Apple Podcasts
#14
Canada/Business
Apple Podcasts
#78
United Kingdom/Business/Investing
Apple Podcasts
#240
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

Wealthy People Are Hiding in Plain Sight (ft. Owen Zidar) | #428
Q: How do you define success in your life, Owen?
Success is multi-dimensional, balancing a happy, healthy family and meaningful, impactful work that helps others prosper. It's about sustaining curiosity, continuing to learn, and being able to influence positive economic outcomes for a broad population, not just accumulating wealth.
Wealthy People Are Hiding in Plain Sight (ft. Owen Zidar) | #428
Q: Can you talk about how the wealthy spend their money?
Spending patterns are mixed; some wealthy individuals engage in frugal living for long periods, yet others accumulate significant luxury assets later in life. It's not uniform; many hold substantial private assets like private jets or large residences, but the spending often depends on the stage of the business and personal choices rather than a universal 'frugal millionaire' stereotype.
Wealthy People Are Hiding in Plain Sight (ft. Owen Zidar) | #428
Q: Owen, what's wrong with a common perception of what it means to be wealthy?
The data show the typical rich person isn't a high-profile founder or a tech titan; it's often ordinary private business owners in diverse sectors, many in Main Street towns, whose wealth grows through ownership and scale over decades rather than dramatic wage or equity gains from a single breakthrough.
What to Know Before (and After) You Hire an Advisor (w/ Matthew Taylor) | #427
Q: How should a client evaluate whether they've been wronged by a financial professional?
Look for clear, documented evidence of poor communication, mismatches between life changes and recommendations, and delays in addressing questions; seek a second opinion and compare ongoing life events with advisor updates.
What to Know Before (and After) You Hire an Advisor (w/ Matthew Taylor) | #427
Q: What are the most common financial advisor errors that result in successful negligence claims?
Failures in suitability analysis, poor client information gathering, misaligned product understanding, and evidence gaps are central; off-channel or poor communications can also signal issues, while consistent, well-documented advice and tailored portfolios reduce risk of a successful claim.

Audience Metrics

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

Listeners per Episode
Gender Skew
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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. Bogleheads On Investing Podcast
3. Build Wealth Canada 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 453 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. Owen Zidar
2. Matthew Taylor
3. Moira Somers
4. Philippa Hann
5. David Booth
6. Vinay Gidwaney
7. Bill Bernstein
8. Barry Ritholtz

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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