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The Rational Reminder Podcast · 2026-07-09 · 60 min · 10,036 words

A Financial Plan For Your Entire Life | #417 (Dr. Paul Kaplan)

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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're hosted by me, Benjamin Felix, Chief Investment Officer, and Cameron Passmore, Chief Executive Officer at PWL Capital. Welcome to episode four seventeen. Nice to be back in the seat with you, Ben. Very nice. This is another great conversation. I don't know how you keep finding these incredible guests. But this week's subject is

life cycle finance and it was incredibly Interesting. Conversation. Just about how to Think about

As a rational human to plan your savings and spending over a lifetime, but it's an amazing have a refresher on how to think about this is what I took away from this conversation with Doctor Paul Kaplan. Oh, that was just terrific. Nice guy.

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