Podcast Episodes

Engineering Financial Outcomes

Season 2 Episode 393

What if financial planning were approached the same way engineers design aircraft, medical treatments, or complex systems—with clearly defined object…

9 months ago

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The Rise of ETF Slop

Season 2 Episode 392

ETFs were once almost synonymous with low-cost, sensible investing. But that era is changing fast. In this episode, Ben Felix, Dan Bortolotti, and Be…

9 months, 1 week ago

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How Assumptions Shape Financial Planning Outcomes

Season 2 Episode 391

Financial planning is built on assumptions — about markets, inflation, longevity, human behaviour, and even the questions clients bring into the room…

9 months, 2 weeks ago

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The "AI Bubble" and Stock Market Concentration

Season 2 Episode 390

In this first episode of 2026, we sit down for a deep dive into one of the hottest concerns coming from clients and listeners lately: Is the U.S. sto…

9 months, 3 weeks ago

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How the Rational Reminder Podcast is Made

Season 2 Episode 389

In this special year-end episode, Ben and Cameron turn the spotlight inward for a behind-the-scenes look at the Rational Reminder podcast. They're jo…

9 months, 4 weeks ago

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AMA #11 - Your Parents' Advisor, 100% Equity Portfolios, and Investing $10 Billion

Season 2 Episode 388

In this special year-end AMA, the full PWL crew — Ben Felix, Cameron Passmore, Ben Wilson, and Dan Bortolotti — sit down together for the first time …

10 months ago

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Lessons from The Wealthy Barber (2025)

Season 2 Episode 387

In this episode, the team digs into the newly updated 2025 edition of The Wealthy Barber — Dave Chilton's iconic Canadian personal finance book that …

10 months, 1 week ago

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Is anyone doing dd? with Aravind Sithamparapillai

Season 2 Episode 386

What happens when alternative investments shift from niche products to the industry's go-to value proposition? In this episode, we're joined by finan…

10 months, 2 weeks ago

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A Case Study on Pension Benefits vs. Commuted Values

Season 2 Episode 385

In this episode, we feature two conversations that highlight PWL's culture, values, and intentional approach to advice. We first sit down with Trevor…

10 months, 3 weeks ago

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Mamdouh Medhat - A Profitability Retrospective, and Private Fund Performance

Season 2 Episode 384

In this episode, we're joined by Mamdouh Medhat, VP and Senior Researcher at Dimensional Fund Advisors, for an exceptionally deep, exceptionally nerd…

11 months ago

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