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ASSET LOCATION (EP.6)

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Manage episode 215675678 series 2428102
Content provided by Benjamin Felix & Cameron Passmore, Benjamin Felix, and Cameron Passmore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Benjamin Felix & Cameron Passmore, Benjamin Felix, and Cameron Passmore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

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

  continue reading

345 episodes

Artwork

ASSET LOCATION (EP.6)

The Rational Reminder Podcast

656 subscribers

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Manage episode 215675678 series 2428102
Content provided by Benjamin Felix & Cameron Passmore, Benjamin Felix, and Cameron Passmore. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Benjamin Felix & Cameron Passmore, Benjamin Felix, and Cameron Passmore or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

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

  continue reading

345 episodes

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