Best Dan Bortolotti Podcasts (2025)

1
Episode 358 – Dr. Eli Beracha: Renting versus Buying a Home 1:07:22

6d ago1:07:22

1:07:22

Dr. Eli Beracha has recently been recognized by The Journal of Real Estate Literature as the world’s third best in research productivity, and today, we are honoured to be joined by this top industry expert to bring more clarity to the renting versus buying debate. We use Dr. Beracha’s ‘Lessons from Over 30 Years of Buy Versus Rent Decisions: Is the…

1
#17 — Jim Chuong (The Lazy Canadian Investor): Real Estate and ETF Investing 42:37

8d ago42:37

42:37

Our guest this week is Jim Chuong—better known online as “The Lazy Canadian Investor.” With over 1 million followers across TikTok and Instagram, Jim has built a massive audience by breaking down investing concepts in a clear, no-BS way. In this episode, Dave and Jim cover a wide range of investing topics—from how Jim first got into real estate inv…

1
Episode 357 – AMA #6 56:13

13d ago56:13

56:13

Cameron joins Ben for his first AMA as we bring you the sixth edition of our Listener Questions and Investing Lessons mini-series. Diving right in, Ben and Cameron share their stance on the multi-host format of the Rational Reminder podcast before walking us through the new PWL Retirement Planning Tool. Then, we unpack our venture with OneDigital, …

1
Episode 356 – Abby Davisson: How to Make Decisions About Money and Love 58:31

20d ago58:31

58:31

How do we make the most important decisions in life with intention rather than impulse? In this episode, we are joined by Abby Davisson to unpack her practical framework for better decision-making. Abby is a Yale and Stanford alumnus, a former executive at Gap Inc., and the co-author of Money and Love. She is also the founder of the Money and Love …

1
#16 — Kelley Keehn: Breaking Free from Debt, the Psychology of Overspending and How to Avoid Financial Fraud 47:10

22d ago47:10

47:10

Our guest this week is Kelley Keehn—best-selling author, personal finance expert and media personality who is on a mission to help Canadians build healthier relationships with money. In this episode, Dave sits down with Kelley to unpack some of the most pressing financial challenges people face today. From the emotional weight of debt to the psycho…

1
Episode 355 – Do Index Funds Incur Adverse Selection Costs? 1:02:50

27d ago1:02:50

1:02:50

Marco Sammon joins Ben and Dan to unpack his latest paper, ‘Index Rebalancing and Stock Market Composition’, beginning with how Marco’s work (co-written by John Shim) compares to the Nobel Prize-winner Bill Sharpe’s paper, ‘Arithmetic of Active Management.’ We investigate the missing links in Sharpe’s logic before defining “the market” and ascertai…

1
Episode 354 - Jason Pereira: Expert Financial Planning 1:17:18

1M ago1:17:18

1:17:18

Beyond the sales pitches, acronyms, and product talk, what does it mean to be a financial planner? In this episode of the Rational Reminder Podcast, we sit down with long-time industry leader and advocate Jason Pereira. Jason is a Canadian financial planner with over 20 years of experience, dual CFP certification (Canada and US), and a passion for …

1
#15 — Gerry Dee: Lessons Learned From Comedy, Athletics and “Mr. D” (15ish Minute Money) 21:24

1M ago21:24

21:24

Our guest this episode is the legendary Canadian comedian Gerry Dee! You know him as the creator and star of “Mr. D” and the host of “Family Feud Canada”—but did you know “The Wealthy Barber” is one of the five books he’s ever read? In this 15ish minute episode, Gerry sits down with Dave to talk about the lessons he learned during his early career …

1
Episode 353 – AMA #5 1:07:48

1M ago1:07:48

1:07:48

The fifth installment of our Ask Me Anything sessions begins with the inevitable volatility of the stock market as we urge investors to remain calm amidst recent US stock declines. Similarly, we unpack the historical resilience of stock markets and offer advice for dealing with market crashes before discussing why bonds are not the best strategy fo…

1
Episode 352 – Jessica Moorhouse: Everything But Money 1:07:43

2M ago1:07:43

1:07:43

What if the key to financial success isn’t just a better budget, but a better understanding of your relationship with money? In this episode of the Rational Reminder Podcast, Ben and Dan sit down with Jessica Moorhouse to delve into the ins and outs of personal finance. Jessica is a money expert, Accredited Financial Counsellor Canada®, speaker, an…

1
#14 — Office Hours #1 (Live Call-In Q&A) 29:03

2M ago29:03

29:03

Welcome to the very first “Office Hours” episode of The Wealthy Barber Podcast where Canadians call in with real financial questions and Dave Chilton offers guidance through his signature mix of wisdom, wit and practical advice. From coast to coast, listeners asked about everything from budgeting for big home repairs to whether “Pay Yourself First”…

1
Episode 351 – DFA vs Vanguard 54:43

2M ago54:43

54:43

Dimensional Fund Advisors (DFA) and Vanguard have intersecting histories rooted in the development of the first-ever index fund. Vanguard's market-cap weighted index funds have been nothing short of revolutionary and they became synonymous with sensible investing for many good reasons, but Dimensional took implementing the ideas from academic finan…

1
Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice 1:11:45

2M ago1:11:45

1:11:45

Our conversations with Professor Scott Cederburg from Eller College of Management have led to the most heated debates among our listeners! Today, Prof. Cederburg returns to discuss the changes he’s made to his paper that was the foundation of previous conversations - ‘Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice’. We …

1
#13 — Mark Scheifele: The Wealthy Barber’s Impact on an NHL Star (15ish Minute Money) 13:21

2M ago13:21

13:21

Our guest this episode is Winnipeg Jets star Mark Scheifele! Mark was given a copy of “The Wealthy Barber” early in his career and it still influences the way he manages his finances today. In this 15ish minute episode, Dave and Mark chat about Mark’s experience playing the NHL, what he likes to spend his money on, his approach to investing and, mo…

1
Episode 349 – AMA #4 1:22:28

2M ago1:22:28

1:22:28

In this episode, Ben, Dan, and Mark tackle another Ask Me Anything (AMA) session, covering a wide range of investing and financial planning topics. They begin with a highly requested debate on factor investing versus market cap-weighted portfolios and unpack the theory, research, and practical considerations behind both strategies. Ben explains why…

1
#12 — Mark McGrath: TFSAs vs. RRSPs (15ish Minute Money) 21:22

2M ago21:22

21:22

In our very first 15ish-minute episode, we cover a big question: TFSAs or RRSPs? To help answer it, we’ve got Mark McGrath—Associate Portfolio Manager at PWL Capital and co-host of the “Rational Reminder” podcast—who’s spent plenty of time looking at all of the pros and cons. In this podcast, Mark and Dave break down key points including why RRSPs …

1
Episode 348 - Andrew Barclay (StatCan): Measuring Inflation 1:07:09

3M ago1:07:09

1:07:09

Is the government manipulating inflation data? Why do so many people feel like their personal costs are rising faster than official inflation numbers suggest? In this episode of the Rational Reminder Podcast, we dive deep into one of the most debated and misunderstood economic topics: inflation. Today, we are joined by Andrew Barclay, an economist …

1
#11 — Robb Engen: Navigating Retirement and Advice-Only Financial Planning 1:06:09

3M ago1:06:09

1:06:09

Our guest this episode is Robb Engen—creator of the Canadian personal finance blog “Boomer & Echo” and advice-only financial planner based in Lethbridge, AB. In this podcast, Dave and Robb discuss navigating retirement and the world of advice-only financial planning—what it is, why it’s not as common in Canada and Robb’s unconventional career path …

1
Episode 347 - The Case for Index Funds 1:16:22

3M ago1:16:22

1:16:22

Are index funds the best investment strategy for most investors? In this episode of Rational Reminder, Benjamin Felix, Dan Bortolotti, and Mark McGrath explore why low-cost index funds should be the primary investment strategy for most people. They explain how index funds evolved from a niche concept to a widely accepted strategy and outline their …

1
Episode 346 - Hendrik Bessembinder: Why It's So Hard to Beat the Market 1:03:06

3M ago1:03:06

1:03:06

Did you know that just a handful of stocks drive nearly all of the stock market’s long-term gains? In this episode, we sit down with Hendrik Bessembinder to discuss his groundbreaking research on why most stocks fail to outperform Treasury bills and how a small fraction of stocks generate the most long-term market returns. Hendrik is a Professor in…

1
#10 — Arlene Dickinson: Dragons’ Den, Her Early Career Struggles & The Current Economic Climate 49:36

3M ago49:36

49:36

Our guest this episode is none other than Arlene Dickinson—famed businesswoman, investor, author and the longest-serving Dragon on CBC’s "Dragons’ Den." In this episode, Dave and Arlene reminisce about their time on "Dragons’ Den" together and chat about everything from Arlene’s early career struggles to the potential US tariffs to the current econ…

1
Episode 345 - AMA #3 1:14:09

3M ago1:14:09

1:14:09

As we continue to answer your questions from our most recent AMA, Ben, Mark, and Dan begin today’s episode with Bitcoin and how its value as an investment has changed over the years. Then, after briefly explaining how to find short clips of this podcast online, we discuss why many companies choose not to list directly on the TXS, how to implement f…

1
Episode 344 - Michael Mauboussin: The One Job of an Equity Investor 1:04:31

3M ago1:04:31

1:04:31

What if the key to successful investing is about understanding how market expectations, intangible assets, and even your own biases shape the outcome? In this episode, Cameron sits down with Michael Mauboussin, a renowned expert in investment strategies and behavioural finance, to explore how the evolving dynamics of investing influence valuation, …

1
#9 — Dan Bortolotti: Index Investing, ETFs and Financial Planning 1:05:36

4M ago1:05:36

1:05:36

We’re joined this episode by Dan Bortolotti—Portfolio Manager at PWL Capital, creator of the hugely popular “Canadian Couch Potato” blog, author of “Reboot Your Portfolio: 9 Steps to Successful Investing with ETFs” and co-host of the “Rational Reminder” podcast. In this episode, Dan and Dave dive deep into index investing, covering everything from …

1
Episode 343 - How to Choose an Asset Allocation 1:16:20

4M ago1:16:20

1:16:20

Choosing an asset allocation is a crucial investment decision, as it determines expected returns and risk exposure. During this episode, we uncover what this means, exploring topics such as why risk may not always be the best assessment method. We unpack the three factors that John Grable’s risk profiling framework considers: behavioural loss toler…

1
Episode 342 - Matthew Ringgenberg: When Do Anomaly Returns Happen? 41:55

4M ago41:55

41:55

Today we are joined by the Professor of Finance at the University of Utah, Matt Ringgenberg to discuss everything related to anomaly returns. Matt’s research – mainly centred on the actions of short sellers – has been published in all the major journals including the Journal of Finance, the Journal of Financial Economics, and the Review of Financia…

1
#8 — Ron Butler: Real Estate, Mortgages and The Housing-Affordability Crisis 59:45

4M ago59:45

59:45

Our guest this episode is Ron Butler—a 30-year veteran of the mortgage industry and owner of Butler Mortgage. Some of you may recognize Ron from his social media rants or his “Angry Mortgage Podcast” where he uses colourful language and profanity to express his opinions (and share his wisdom!) on the world of real estate and mortgages. In this epis…

1
Episode 341 - PWL’s Next Chapter 1:03:03

4M ago1:03:03

1:03:03

PWL Capital is undergoing an exciting change that will help the company bring a greater positive impact to the Canadian Wealth Management space and serve more clients effectively. In this episode, Ben Felix and Cameron Passmore welcome Mike Sullivan, co-founder of OneDigital, to share the inside story behind PWL Capital's recent decision to join fo…

1
Episode 340 - Ben Mathew: The Lifecycle Model vs. Safe Withdrawal Rates (SWR) 1:22:51

4M ago1:22:51

1:22:51

What drives the best financial planning decisions? In this episode, Ben Felix and Mark McGrath sit down with Ben Mathew, a PhD in economics from the University of Chicago and author of Economics: The Remarkable Story of How the Economy Works. The discussion explores the lifecycle model of economics, a powerful yet underutilized framework for financ…

1
#7 — Richard Coffin (The Plain Bagel): "Finfluencers" and Behavioural Finance 1:19:55

4M ago1:19:55

1:19:55

Our guest this episode is Richard Coffin—better known to many as "The Plain Bagel." Richard is a CFA and CFP professional working as a Portfolio Manager in Ottawa. He has nearly 1 million subscribers on his YouTube channel where he creates entertaining and educational videos on finance, investing and economics. In this episode, Dave and Richard dis…

1
Episode 339 - 2024 Year-End AMA Pt 2 1:24:38

5M ago1:24:38

1:24:38

In our second episode of 2025, Ben, Mark, and Dan continue to work through the listener questions we received in our 2024 AMA. We begin with home country biases and how to continue to grow your money from an already diversified portfolio before comparing the benefits of stock trading strategies and EFT portfolio strategies. Then, we discuss the imp…

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