I was recently interviewed by Ben Felix and Cameron Passmore, portfolio managers at PWL Capital, for their Rational Reminder Podcast. I thank Ben and Cameron for the interview. It was fun and they had some great questions.
Here’s a link to the podcast.
On the podcast we discuss a bunch of really interesting topics. Here are some highlights:
The last question, about my own personal success, was a surprising question from Ben and Cameron. I was expecting to only discuss and provide advice on getting your financial affairs in order, not my personal successes. Afterwards, I thought about that question and my answers and was a bit surprised where I went with my answers, especially my comment on jealousy. I became so introspective on that answer that during the holiday break I wrote a blog post on that topic and will publish it in a couple months.
Anyways, I think this podcast is worth a listen and you may also want to check out some of the other interesting podcasts Ben and Cameron have made.
On the podcast we discuss a bunch of really interesting topics. Here are some highlights:
- Why it is important to ensure that both spouses are relatively financially literate
- When it makes sense to hire a corporate executor
- Why you should involve your adult children in financial conversations
- Why you may want to consolidate your investment holdings
- How to deal with potential uneven distribution in an estate
- Why success is not always linked to money
- How I define my own personal success
Anyways, I think this podcast is worth a listen and you may also want to check out some of the other interesting podcasts Ben and Cameron have made.
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