Advanced Investing

The Rational Reminder Podcast Episode 74: Playing with FIRE, Having a Belief System, and Term Life Insurance

We are proud to say that last week’s show received our highest amount of downloads yet, with 10 000 in its first week, so a big thank you to our listeners for that. We begin our discussion this week with some takeaways from the Playing With FIRE documentary about doing affordable things that feel good as a way of cutting costs.

Advanced Investing

The Rational Reminder Podcast Episode 73: Finance for Physicians: Personal Finance for High Income Earners with the Loonie Doctor

In today’s episode, we are joined by an exciting guest, The Loonie Doctor, of The Loonie Doctor blog to talk about his work not only on physician finance but also on holistic wealth. A physician by training, The Loonie Doctor has scaled back his practice to put more work into the blog and financial education.

Advanced Investing

The Rational Reminder Podcast Episode 72: Interest Rates, Optimal Asset Location, and Reverse Mortgages

Today on The Rational Reminder Podcast, we talk about the relationship between asset allocation and outcome, the ins and outs of reverse mortgages, and finally, life insurance (or lack thereof) in Canada. However, we begin by sharing some interesting points covered in a recent Barry Ritholtz interview with Eugene Fama and David Booth for his Masters in Business show.

Personal Wealth

Good News? Bad News? No News Is Best When You Go To Invest

Okay, today, I’m taking on a subject I’ve been dancing around for a while. This is one two-step I’m tired of! So let me tell it to you straight: Most of the financial media is out to get you. Their goal is to lure you into staying tuned to their channel, website, or whatever … all day, every day. And they know just how to do it. They bait their trap with an endless stream of BREAKING NEWS.

Market Research

Why the smart move is to stay invested

It may be bad memories from last October coming to the surface, but I’ve been sensing more nervousness about the stock market in recent weeks. You’ll recall the markets went through a bad patch around this time in 2018, with the S&P/TSX Composite down 6.3% in October and another 5.4% in December. South of the border, the S&P 500 plunged 6.8% in October and 9% in December.

Featured Contributors

  • Raymond Kerzérho

    CFA, Director of Research
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Benjamin Felix

    MBA, CFA, CFP, CIM®, Portfolio Manager
  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Brady Plunkett

    CIM®, Associate Portfolio Manager
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Graham Westmacott

    CFA, Portfolio Manager
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Anthony Layton

    MBA, CIM®, Chairman of the Board, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Peter Forsyth

    Emeritus Professor
  • Jennifer Vachon

    PWL Former Chief Compliance Officer
  • Dan Solin

    The New York Times' best-selling author of the Smartest series of books
  • Mark Sutcliffe

    Writer, Broadcaster, PWL client and advocate
  • François Doyon La Rochelle

    B.B.A., CFA, Portfolio Manager
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