In Episode 12 of the Rational Reminder podcast we were joined by Doug McKenzie, an executive at a large US financial institution, and a PWL client. We discussed the following:

 

  • Attacking a retirement goal
  • Managing expenses before retirement
  • Toronto real estate in a retirement plan
  • Living (and working through) the financial crisis
  • The Investor’s Group Dividend Fund
  • Income investing
  • Robo advisors
  • Using prepaid credit cards for budgeting
  • CCP vs. CPM vs. DFA
  • Running regressions
  • Data sources
  • Come From Away
  • The value of knowledge and advice