The Rational Reminder Podcast

ASSET LOCATION (EP.6)


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In Episode 6 of the Rational Reminder podcast we discussed the following:

  • Subscribe to the podcast on iTunes!
  • Wealthsimple's new no-commission trading platform
  • Do individual stocks ever play a role in a financial plan?
  • Can behavioural coaching be scaled?
  • Being aware of conflicts of interest
  • Wealth and happiness are not always connected
  • If you buy an R8, you'll want a McLaren next
  • Retiring does not mean doing nothing
  • How do you retire without a financial plan?
  • The 4% rule is false! If you want to retire early
  • Asset location is hard to do, and might not add value

The stories we talked about:

  • Wealthsimple CEO Katchen says he would 'certainly' consider IPO
  • The best of Carrick on Money: Who wants to retire really early, anyway?
  • Asset Location
  • Asset Location Gets REALLY Complex
  • "Optimal" Asset Location, Applied

For more information or to contact Cameron and Ben, visit pwlcapital.com

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The Rational Reminder PodcastBy Benjamin Felix, Cameron Passmore, and Dan Bortolotti

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