About this episode

In this episode, Ben Felix and Ben Wilson answer a variety of listener financial questions while discussing portfolio management and investment strategies.

In this episode, Ben Felix and Ben Wilson tackle a wide range of listener questions covering portfolio construction, home-country bias, currency exposure, ETF selection, retirement decumulation, leasing versus buying a car, discounted cash flow valuations, and the real work of portfolio management. Along the way, they revisit the Rational Reminder model portfolios, discuss how new products like CAGE have changed the DIY investing landscape, and explore whether Warren Buffett's long-term record still provides evidence that active management can outperform. The conversation also offers a behind-the-scenes look at PWL Capital's planning-centric approach to wealth management and why helping clients make better financial decisions often matters more than portfolio construction itself. Key Points From This Episode: (0:28) Why AMA episodes have become less frequent despite hundreds of listener questions waiting to be answered. (2:07) Ben shares observations from PWL's growing institutional investment business and why low-cost, planning-focused institutional advice remains surprisingly rare. (6:37) Revisiting the original Rational Reminder model portfolios and how newer products have…

People in this episode

Host: Ben Felix

Guest: Ben Wilson

Topics covered

• portfolio construction
• home-country bias
• currency exposure
• ETF selection
• retirement decumulation
• leasing versus buying a car
• active management

Keywords

• financial questions
• portfolio management
• DIY investing
• asset allocation
• ETF
• retirement
• home-country bias
• Warren Buffett
• discounted cash flow

Mentioned in this episode

Organizations: PWL Capital

Books & works: Rational Reminder model portfolios

More episodes of The Rational Reminder Podcast

• "I Sold 50% of My Portfolio. What Now?" | #418 (AMA) · July 16, 2026 · 1h 6m
• A Financial Plan For Your Entire Life | #417 (Dr. Paul Kaplan) · July 9, 2026 · 1h 0m
• Is VEQT Costing You? (& Other Questions) | #416 · July 2, 2026 · 59 min
• Shannon Lee Simmons: How To Stop Feeling Broke | #415 · June 25, 2026 · 1h 20m
• How Canadian ETFs Actually Work | #413 (Morley Conn) · June 11, 2026 · 1h 8m
• Ben Carlson: Investing at All-Time Highs | #412 · June 4, 2026 · 50 min

Explore listener stats, chart rankings, contacts and more on the The Rational Reminder Podcast podcast page.