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The Rational Reminder Podcast · 2026-02-05 · 81 min · 14,782 words

Episode 395: Charles Chaffin - The Psychology of Financial Planning

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This is the Rational Reminder Podcast, a weekly reality check on sensible investing and financial decision making from two Canadians. We are hosted by me, Benjamin Felix, Chief Investment Officer, and Braden Warwick, financial planning product architect at PWL Capital. Welcome to episode 395. We are joined in this episode by Dr. Charles Chaffin.

Really interesting guest and there is a bit of a backstory. I'll introduce who Charles is first and then we'll talk a little bit about the backstory. And we have a uh, I don't know what I'd call it. Is it an announcement? Is it a gift for listeners?

I don't know. But it's something cool that people are gonna like. So Charles's work bridges psychology and financial planning. He's written a book on the psychology of financial planning. He's written a bunch of books, nine books in total.

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