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 pwlcapital.com