I post videos on investing, financial decision-making, and living a good life.
My name is Ben Felix. I am a Portfolio Manager and the Chief Investment Officer at PWL Capital. I am a CFA charterholder and CFP professional. I am securities licensed in Canada by CIRO.
All channel content is produced and owned by PWL Capital Inc.
Ben Felix
My co-hosts and I are recording an AMA episode of our podcast, @rationalreminder.
If there's something you've been wanting to ask me (investing, retirement planning, behavioral finance, or anything else) drop it in the comments below.
We'll pull questions from this thread for the episode, which will release July 30.
5 days ago | [YT] | 193
View 158 replies
Ben Felix
Hey everyone!
It has come to our attention that there is a WhatsApp group impersonating me and possibly other PWL employees circulating around.
They are operating what is known as a "Task Scam". This means they direct users to one of our YouTube channels to give the appearance of being legitimate, before instructing the victim to pay a fee to unlock a series of tasks (with the promise of being paid a commission upon completion). Of course, given that this is a scam, no payment will come, and the impersonator will keep any funds given to them.
Neither I, the Rational Reminder, nor any PWL employee send invites to WhatsApp or Telegram groups, and so any accounts claiming to be from us are fraudulent, and should not be joined under any circumstances.
Thanks!
1 week ago | [YT] | 1,067
View 25 replies
Ben Felix
Thank you all for 600,000 subscribers!
2 weeks ago | [YT] | 1,281
View 38 replies
Ben Felix
I was a guest on the @bogleheads3687 podcast.
We discussed:
-Why low costs, diversification, and asset allocation matter most
-The hidden incentives behind heavily advertised financial products, including private equity
-When tax planning is mostly a sales pitch
-Why all-in-one funds help investors earn better returns
-Using money to build a happier, more meaningful life
-Whether 100% stock portfolios make sense in retirement
-Whether factor investing still works
2 weeks ago | [YT] | 75
View 1 reply
Ben Felix
Under normal circumstances, my next video would come out on Sunday, but these are not normal circumstances.
Tomorrow, I'm releasing a video on the latest rule changes to major stock indices, ahead of SpaceX's IPO.
Make sure to check it out, and turn on notifications for my channel so you don't miss it.
1 month ago (edited) | [YT] | 1,809
View 51 replies
Ben Felix
I had another conversation with @BiggerPocketsMoney, this time about FIRE. Hope you enjoy it!
1 month ago | [YT] | 33
View 2 replies
Ben Felix
Sat down for a conversation on factor investing with @BiggerPocketsMoney, which you can watch here. Hope you enjoy it!
2 months ago | [YT] | 47
View 1 reply
Ben Felix
Recently traveled to London and had a great conversation with Steven on @TheDiaryOfACEO podcast. We discussed common financial mistakes, a mental framework for living a better life, and more.
You can check out the full conversation here: https://www.youtube.com/watch?v=jLFG_...
2 months ago | [YT] | 1,042
View 104 replies
Ben Felix
I was on the @TheWealthyBarber podcast again. Dave had rapid-fire questions for me, and I did my best to answer. Hope you enjoy it!
3 months ago | [YT] | 68
View 0 replies
Ben Felix
I will be speaking at The Globe and Mail’s upcoming event - The New Investor Playbook: Setting up your financial future.
Wednesday, March 11, 2026 | 12:30pm - 1:30pm EST
This webcast is designed for new investors who want to learn how to invest confidently. It will be moderated by The Globe and Mail’s Retirement & Financial Planning Reporter, Meera Raman.
I will be joined in the discussion by Hiren Amin and Shannon Lee Simmons, CFP.
Whether you’re new to investing or looking to level up your approach, this event will empower you with the knowledge, tools, and confidence to own your financial journey and start building wealth.
globeandmailevents.com/thenewinvestorplaybook/spea…
4 months ago | [YT] | 693
View 25 replies
Load more