Season 1 · Episode 6
ASSET LOCATION (EP.6)
The Rational Reminder Podcast · Benjamin Felix & Cameron Passmore
August 17, 201832m 11s
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Show Notes
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