The Rational Reminder Podcast Episode 12 – Living through the financial crisis

In Episode 12 of the Rational Reminder podcast we were joined by Doug McKenzie, an executive at a large US financial institution, and a PWL client. We discussed the following:

  • Attacking a retirement goal

  • Managing expenses before retirement

  • Toronto real estate in a retirement plan

  • Living (and working through) the financial crisis

  • The Investor’s Group Dividend Fund

  • Income investing

  • Robo advisors

  • Using prepaid credit cards for budgeting

  • CCP vs. CPM vs. DFA

  • Running regressions

  • Data sources

  • Come From Away

  • The value of knowledge and advice