ASSET LOCATION (EP.6)

In Episode 6 of the Rational Reminder podcast we discussed the following: Subscribe to the podcast on iTunes! Wealthsimple’s new no-commission trading platform Do individual stocks ever play a role in a financial plan? Can behavioural coaching be scaled? Being aware of conflicts of interest Wealth and happiness are not always connected If you buy an R8, you’ll want a McLaren next Retiring does not mean doing nothing How do you retire without a financial plan? The 4% rule is false! If you want to retire early Asset location is hard to do, and might not add value  The stories we talked about: Wealthsimple CEO Katchen says he would ‘certainly’ consider IPO The best of Carrick on Money: Who wants to retire really early, anyway? Asset Location Asset Location Gets REALLY Complex “Optimal” Asset Location, Applied   For more information or to contact Cameron and Ben, visit pwlcapital.com

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