
Episode 407: Michael Kothakota - The Shape of Financial Planning
In this episode, we are joined by Michael Kothakota for a deeply technical and thought-provoking conversation on interdependent integrative...
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A weekly reality check on sensible investing and financial decision-making for Canadians. Hosted by Benjamin Felix and Cameron Passmore of PWL Capital.

In this episode, we are joined by Michael Kothakota for a deeply technical and thought-provoking conversation on interdependent integrative...

In this episode, the Rational Reminder team unpacks the mechanics and implications of mega IPOs like SpaceX, OpenAI, and Anthropic potential...

What if the decades-long debate between active and passive investing wasn't really a debate—but a data problem? In this episode, Ben Felix a...

What if the way we think about investing—and expected returns—was fundamentally incomplete? In this episode, Ben Felix and Dan Bortolotti ta...

What if your biggest investment risk isn't the stock market—but your own income? In this episode, we are joined by Patrick Adams, a PhD cand...

In this episode, we unpack the growing tension in private markets—private equity, private credit, and private real estate—and examine whethe...

What if factor investing in Canada became as simple—and affordable—as buying a single ETF? In this episode, we are joined by Eduardo Repetto...

In this special 400th episode, the Rational Reminder hosts reflect on 50 years of index investing and the profound impact it has had on fina...

In this episode, we welcome back James Choi, Professor of Finance at the Yale School of Management, to unpack one of the most important—and...

In this episode, we sit down with Tom Hardin, also known as "Tipper X," the former hedge fund analyst who became one of the most prolific in...

In this episode, we welcome back return guest Hank Bessembinder for a deeply analytical conversation spanning leveraged ETFs, volatility, an...

In this episode of the Rational Reminder Podcast, we are joined by Theresa Ebden, Vice President of the Investor Office at the Ontario Secur...

Ben Felix and Braden Warwick are joined by Dr. Charles Chaffin, a leading voice in financial psychology, to explore why investors so often a...

Equal-weighted index funds sound like an elegant solution to some of today's biggest investor anxieties: high market concentration, elevated...

What if financial planning were approached the same way engineers design aircraft, medical treatments, or complex systems—with clearly defin...

ETFs were once almost synonymous with low-cost, sensible investing. But that era is changing fast. In this episode, Ben Felix, Dan Bortolott...

Financial planning is built on assumptions — about markets, inflation, longevity, human behaviour, and even the questions clients bring into...

In this first episode of 2026, we sit down for a deep dive into one of the hottest concerns coming from clients and listeners lately: Is the...

In this special year-end episode, Ben and Cameron turn the spotlight inward for a behind-the-scenes look at the Rational Reminder podcast. T...

In this special year-end AMA, the full PWL crew — Ben Felix, Cameron Passmore, Ben Wilson, and Dan Bortolotti — sit down together for the fi...

In this episode, the team digs into the newly updated 2025 edition of The Wealthy Barber — Dave Chilton's iconic Canadian personal finance b...

What happens when alternative investments shift from niche products to the industry's go-to value proposition? In this episode, we're joined...

In this episode, we feature two conversations that highlight PWL's culture, values, and intentional approach to advice. We first sit down wi...

In this episode, we're joined by Mamdouh Medhat, VP and Senior Researcher at Dimensional Fund Advisors, for an exceptionally deep, exception...

In this episode of Rational Reminder, Ben Felix, Cameron Passmore, and Ben Wilson return with a classic AMA format—answering listener questi...

In this episode, Ben, Cameron, and Dan are joined by Ted Cadsby, former executive at CIBC, author of The Power of Index Funds, Closing the M...

In this special Investing 101 episode, the Rational Reminder hosts—Ben Felix, Dan Bortolotti, and Ben Wilson—team up to revisit the fundamen...

What if capitalism itself is confusing your personal finance decisions? In this week's episode, Harvard economist John Y. Campbell joins us...

In this AMA episode of the Rational Reminder Podcast, Ben Felix and Dan Bortolotti return to answer listener questions across a wide range o...

In this episode, we are joined by Mark Higgins, an award-winning author and institutional investment advisor, to discuss the power and impor...

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. I...

Are your financial decisions evolving as your wealth grows? In this episode of the Rational Reminder Podcast, we welcome back Nick Maggiulli...

In this episode, Ben and Dan take a deep dive into covered call strategies—popular ETFs often marketed on their eye-catching distribution yi...

In this episode, we're joined by David C. Brown, Associate Professor of Finance at the University of Arizona, for a deep dive into the mecha...

What if choosing your asset allocation was as personal as your life story—and as consequential as your retirement? In this episode, we are j...

In this episode, we are joined by Elie Hassenfeld, Co-Founder and CEO of GiveWell to discuss how data, transparency, and moral trade-offs ca...

In this episode, Ben Felix and Cameron Passmore take a critical look at the Canadian banking system's mutual fund advice model. A newly rele...

What if the most impactful financial advice isn't about picking the right investment—but about understanding human behaviour, simplifying yo...

In this episode of the Rational Reminder Podcast, Ben Felix and Dan Bortolotti celebrate the show's 7th anniversary with a conversation cent...

What if index funds weren't as "passive" as you think? In this episode of the Rational Reminder, we are joined by Jim Rowley, Global Head of...

What if early RRSP withdrawals aren't always the tax-smart move they're made out to be? In this special AMA edition of the Rational Reminder...

What happens when your favourite financial educator's identity is hijacked by scammers? In this episode, Ben and Cameron pull back the curta...

In this episode, we welcome back Rob Carrick—one of Canada's most trusted personal finance journalists—for his third appearance on the Ratio...

In this episode, we're joined by Martijn Cremers, Dean of the Mendoza College of Business at the University of Notre Dame and co-author of t...

What if holding just a few "winning" stocks is riskier than it seems? In this episode, Ben and Cameron explore the hidden dangers of concent...

What if the hardest part of investing isn't building a portfolio—but sticking to it? In this AMA edition of the Rational Reminder podcast, B...

Today, Ben plays lone host for the first time as we welcome Alex Edmans to the show. Alex is a Professor of Finance at London Business Schoo...

What if "just buying the market" isn't the end of the story? In this episode, we are joined by Gerard O'Reilly, Co-CEO and Co-CIO of Dimensi...

For the first time as a host combination, Ben, Dan, and Cameron sit down to discuss the most controversial topics in personal finance. We be...

Dr. Eli Beracha has recently been recognized by The Journal of Real Estate Literature as the world's third best in research productivity, an...