Learn more about the services we provide and our investment philosophy with our free guide.
Easily evaluate the performance of different planning outcomes with the detail required to make an informed decision. Access professional grade planning tools designed for Canadians, completely free.
Episode 282: Dr. Jim Grubman: The Psychology of Wealth
Food Security Crisis: A Call to Action
Charitable giving: Changes coming in 2024
Episode 257 – Giorgio Ugazio (Mr. RIP): Life Design, In Progress
Episode 246 – Daniel H. Pink: How to Use Regret
Episode 238 – Prof. Ralph Keeney: Decision Analysis and Value-focused Thinking
What I Learned from a Year Long Shopping Ban
How to give generously and save on your taxes
Episode 226 – Colonel Chris Hadfield: An Astronaut’s Guide to Life on Earth
Episode 40: Five Factor Thinking: Using Factors to Spot Trends and Guide Decision Making
Goals Survey Summary
Episode 223: A Financial Goals Master List (n=310)
Episode 222: Being Happier
Episode 215: Asynchronous Work & Effective Equity Duration (plus Reading Habits w/ Harley Finkelstein)
Episode 214 – Jay Van Bavel: Shared Identities and Decision Making
Episode 208 – Rebecca Walker: Talking Money
Episode 207: What is Money? (plus Reading Habits w/ Dan Solin)
Episode 206: Prof. Vanessa Bohns: You Have More Influence Than You Think
Episode 203: S*** (Misguided) Financial Advisors Say
Episode 190 – Leonard Mlodinow: Emotions are Rational
Episode189: Regret (and How to Read More w/ Neil Pasricha)
Episode 188 – Ayelet Fishbach: The Science of Motivation
Episode 187: How to Set Financial Goals
Episode 186: Andrew Hallam: Balancing Money, Relationships, Health, and Purpose
Episode 177 – Dr. Anna Lembke: Dopamine & Decision-Making
Episode 172: Is the debate over renting vs. buying a home really over? Featuring Rob Carrick
Episode 170: Are Homeowners Happier than Renters?
Episode 162: How to Select a (Good) Financial Advisor
Episode 161 – Katy Milkman: How to Change your Financial Habits
Episode 156: Climate Change vs. The Stock Market
Episode 155 – Don Ezra: Planning for Life After Full Time Work
Episode 153 – Prof. Johanna Peetz: Personal Spending, Time Perception, and Close Relationships
Rational Reminder Episode 148 – Investing in Happiness
Episode 145 – Jennifer Risher: Talking About Money
Episode 86: Uninsurable Condos, Floundering Robo Advisors, and Counterfactual Thinking
Episode 102: Dr. Brian Portnoy: Underwriting a Meaningful Life
Episode 92: Taking Back your Amygdala and Flourishing Through a Crisis with Dr. Moira Somers and Dave Goetsch
Episode 75: Daniel Crosby: Money & Behaviour: Understanding Investing from a Psychological Perspective
Responsible Investing: Putting Your Money Where Your Values Are
Episode 45 – Dr. Moira Somers: Preparing for a Changing World: Advice that Sticks
Free eBook: Responsible Investing: Putting Your Money Where Your Values Are
Episode 38: Feelings in the Decision Making Process: A Reminder About Rationality
Episode 35 – Findependence: Finding Financial Independence While Still Engaging In The Things You Love
Episode 34 – The Safe Savings Rate: Shifting the Focus Away from Wealth Accumulation
Episode 22: Transformational Decision Making: Building A Company, Defining Success, and Finding Happiness
Episode 19: Shane Parrish: Decision Making: Mental Models, Knowing Your Variables, and Achieving Positive Outcomes
Episode 18: Mark Sutcliffe: A Passion for Ottawa: Running, Luck, and the Ovarian Lottery