Show notes
In this episode, we are joined by Dr. Paul Kaplan, economist, CFA charterholder, former Director of Research at Morningstar Canada, and co-author of Lifetime Financial Advice, for a fascinating exploration of life cycle finance. Drawing on decades of research in economics, portfolio construction, and asset allocation, Paul explains how financial planning should be grounded in optimizing lifetime consumption rather than relying on disconnected rules of thum…
Transcript
Transcript not available for this episode yet.
More from Rational Reminder
The State of Retirement Research | #419 (Jean-Pierre Aubry)
Jul 23, 20261h 1m
"I Sold 50% of My Portfolio. What Now?" | #418 (AMA)
Jul 16, 20261h 5m
Is VEQT Costing You? (& Other Questions) | #416
Jul 2, 202658 min
Shannon Lee Simmons: How To Stop Feeling Broke | #415
Jun 25, 20261h 19m
Answering Your Financial Questions | #414
Jun 18, 20261h 15m