ASSET LOCATION (EP.6)

<p>In Episode 6 of the Rational Reminder podcast we discussed the following:</p> <ul> <li>Subscribe to the podcast on iTunes!</li> <li>Wealthsimple’s new no-commission trading platform</li> <li>Do individual stocks ever play a role in a financial plan?</li> <li>Can behavioural coaching be scaled?</li> <li>Being aware of conflicts of interest</li> <li>Wealth and happiness are not always connected</li> <li>If you buy an R8, you’ll want a McLaren next</li> <li>Retiring does not mean doing nothing</li> <li>How do you retire without a financial plan?</li> <li>The 4% rule is false! If you want to retire early</li> <li>Asset location is hard to do, and might not add value</li> </ul> <p> The stories we talked about:</p> <ul> <li><a href= "https://www.bnnbloomberg.ca/wealthsimple-ceo-katchen-says-he-would-certainly-consider-ipo-1.1124659"> Wealthsimple CEO Katchen says he would ‘certainly’ consider IPO</a></li> <li><a href= "https://www.theglobeandmail.com/investing/personal-finance/household-finances/article-the-best-of-carrick-on-money-who-wants-to-retire-really-early-anyway/"> The best of Carrick on Money: Who wants to retire really early, anyway?</a></li> <li><a href="https://youtu.be/vTFP36EfZa0">Asset Location</a></li> <li><a href="http://www.holypotato.net/?p=2008">Asset Location Gets REALLY Complex</a></li> <li><a href= "https://www.canadianportfoliomanagerblog.com/optimal-asset-location-applied/"> “Optimal” Asset Location, Applied</a></li> </ul> <p> </p> <p>For more information or to contact Cameron and Ben, visit <a href= "https://www.pwlcapital.com/teams/passmore-felix/" target="_blank" rel="noopener">pwlcapital.com</a></p>