LIVING THROUGH THE FINANCIAL CRISIS (EP.12)

<p>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:</p> <p> </p> <ul> <li>Attacking a retirement goal</li> <li>Managing expenses before retirement</li> <li>Toronto real estate in a retirement plan</li> <li>Living (and working through) the financial crisis</li> <li>The Investor’s Group Dividend Fund</li> <li>Income investing</li> <li>Robo advisors</li> <li>Using prepaid credit cards for budgeting</li> <li>CCP vs. CPM vs. DFA</li> <li>Running regressions</li> <li>Data sources</li> <li>Come From Away</li> <li>The value of knowledge and advice</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>