Oct 28, 2022

Episode 6 – Asset Location

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:

About The Author
Cameron Passmore
Cameron Passmore

Cameron Passmore has been a leading advocate for evidence-based, systemic investing for over 20 years in the Ottawa area. Today, Cameron and his team serve a broad range of affluent clients across Canada.

Benjamin Felix
Benjamin Felix

Benjamin is co-host of the Rational Reminder Podcast and the host of a popular YouTube series.

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