What about you? Do you prefer to be in charge, or would you rather have others take the reins sometimes? 🤔💼
Talking Cents: Ep. 185
With @benwfelix, @CameronPassmore, @alphaarchitect, and @robintaub
https://t.co/BX4dlDpTDu
'Investors tend to sabotage their own returns by selling stuff after it's done poorly, or giving up on the strategy after it's done poorly and investing in stuff after it's done well.' - @benjaminfelix 📉💸
https://t.co/nTNk5W2wz1 🎧
Episode #9 is out now! This time, we’re joined 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 @RationalRemind podcast.
In this podcast, Dan and Dave dive deep into index investing, covering everything from active vs. passive investing styles to tips for DIY investors, asset allocation strategies, the pros and cons of all-in-one ETFs in Canada and much more. There’s a lot to unpack, but Dan and Dave make it all easy to understand.
This episode is a must-listen for anyone serious about DIY investing—tune in now on our website, YouTube or all podcasting platforms.
Catch the full conversation with @MarkMcGrathCFP and @sjagger on @addyinvest ➡️ https://t.co/eduooUn1of
Et n'oubliez pas de vous procurer votre exemplaire du livre dès maintenant ➡️ https://t.co/GuShOS0rRT
'The tricky thing about valuation ratio, think about something like the price-to-earnings ratio, I know when earnings comes out. I can see and measure that date. But when does the price come out?'
- @Ringgenberg_M
https://t.co/egjxuVe9lD 🎧
@PWLCapital x @WeAreOneDigital was a good decision… How do you define a good decision? 🤔 @AnnieDuke, the author of How to Decide breaks it down.
Episode 120
https://t.co/puJf2Aczos
Important news! We are excited to share that PWL Capital has officially joined @WeAreOneDigital! 🚀
https://t.co/lO0uFTWHx5
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Nouvelles importantes! Nous sommes heureux de vous annoncer que PWL Capital a officiellement rejoint @WeAreOneDigital! 🚀
https://t.co/zTCOEtpk99
The early birds can take a snooze, because good things come to those who wait! 🐦 Our episode will be live tomorrow at 6:30AM EST instead of 5:30AM EST. Thanks for your patience 🎧✨
We have put together our first-ever list of 'Top Podcasts' For Financial Advisors in 2025, with a focus on how to find the 'right' podcasts that fit their needs! https://t.co/ybExKd6DHV
Best for Practice Management: @EfficientLibby, @ThePerfectRIA, The Advisor Journey
and more!
Talking Cents: Ep. 185
Which side do you lean toward—YOLO or planning for the future? Share your thoughts! 💸🤔
With @benwfelix, @CameronPassmore, @alphaarchitect, and @robintaub
https://t.co/BX4dlDpTDu