LIVING THROUGH THE FINANCIAL CRISIS (EP.12)

The Rational Reminder Podcast · Sep 28, 2018 · 24m

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

For more information or to contact Cameron and Ben, visit…