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:

• 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