Episode 407: Michael Kothakota - The Shape of Financial Planning

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 Braden Warwick, financial planning product architect at PWL Capital. Welcome to episode 407. Braden, I had to bring you on for this episode because I mean the listeners will figure it out pretty quickly. It was your kind of topic.

I don't know. What are your quick thoughts? Yeah, it was pretty cool. Last time I was on the podcast, I think I left some of the, at least the rational reminder community members wanting more nerdiness, wanting to go into more detail into my thought process and how I think about solving problems. And then Ben, you showed me Michael's paper.

I was pretty blown away by how he was able to create a mathematical model that really got all of those ideas into one model. And it's a impressively comprehensive model. It was just really cool to talk to him about how he approached building the model and he had a lot of cool insights. It's a really cool model.

We already have this episode, so unlocking it is cheap and permanent: the full transcript (79 minutes, 14,685 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.

No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 5 episodes for $3.49, and monthly plans are cheaper still.