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

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