Tall fellas UNITE! Joel has to contend with talking with someone who is taller than him for a change, but that’s mostly besides the point (unless tall guys actually invest differently than the rest of the population!?). We’re joined by Ben Felix – one of the clearest voices in finance and investing who is co-host of the Rational Reminder podcast and also runs a killer YouTube channel full of thoughtful, evidence-based investing advice. Ben is a CFA, CFP, the Chief Investment Officer at PWL Capital and more importantly, he helps regular folks understand the why behind their investing decisions. We discuss topics like:
The biggest reason to invest rather than save
Savings rates based on individual circumstances
How more financial advisors are shifting to behavioral coaching
The only free lunch in invested
Why target date funds aren’t optimal
What DIY investors need to look out for
And plenty of other topics!

 

Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances:
Check out Ben’s podcast over on Youtube along with his helpful channel where he posts on investing, financial decision-making, and living a good life.
Knowing your ‘money gear’ is a crucial part of your personal finance journey. Start here. 
Sign up for the weekly HTM newsletter. It’s fun, free, & practical.
Find a thriving community of fellow money nerds by joining the HTM Facebook group!
Massively reduce your cell phone bill each month by switching to a discount provider like Mint Mobile.

 

And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!

 

Best friends out!

Tall fellas UNITE! Joel has to contend with talking with someone who is taller than him for a change, but that&rsquo;s mostly besides the point (unless tall guys actually invest differently than the rest of the population!?). We&rsquo;re joined by Ben Felix &ndash;&nbsp;one of the clearest voices in finance and investing who is co-host of the Rational Reminder podcast and also runs a killer YouTube channel full of thoughtful, evidence-based investing advice. Ben is a CFA, CFP, the Chief Investment Officer at PWL Capital and more importantly, he helps regular folks understand the why behind their investing decisions. We discuss topics like:
<ul>
<li aria-level="1">The biggest reason to invest rather than save</li>
<li aria-level="1">Savings rates based on individual circumstances</li>
<li aria-level="1">How more financial advisors are shifting to behavioral coaching</li>
<li aria-level="1">The only free lunch in invested</li>
<li aria-level="1">Why target date funds aren&rsquo;t optimal</li>
<li aria-level="1">What DIY investors need to look out for</li>
<li aria-level="1">And plenty of other topics!</li>
</ul>
&nbsp;
Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances:
<ul>
<li aria-level="1">Check out <a href="https://www.youtube.com/@rationalreminder">Ben&rsquo;s podcast over on Youtube</a> along with his <a href="https://www.youtube.com/@BenFelixCSI/featured">helpful channel where he posts on investing</a>, financial decision-making, and living a good life.</li>
<li aria-level="1">Knowing your &lsquo;money gear&rsquo; is a crucial part of your personal finance journey. <a href="https://www.howtomoney.com/start-here/">Start here.</a>&nbsp;</li>
<li aria-level="1">Sign up for the weekly <a href="https://www.howtomoney.com/newsletter/">HTM newsletter</a>. It&rsquo;s fun, free, &amp; practical.</li>
<li aria-level="1">Find a thriving community of fellow money nerds by joining the <a href="https://www.facebook.com/groups/1623670287732189">HTM Facebook group!</a></li>
<li aria-level="1">Massively reduce your <a href="https://www.howtomoney.com/choosing-the-best-cheap-cell-phone-plan/">cell phone bill</a> each month by switching to a discount provider like Mint Mobile.</li>
</ul>
&nbsp;
And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you&rsquo;re not already a regular listener, and <a href="https://podcasts.apple.com/us/podcast/how-to-money/id1337718773?mt=2">give us a quick review in Apple Podcasts</a> or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!
&nbsp;
Best friends out!

Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living a rich life.

How to Money

Becoming a Rational Investor w/ Ben Felix #1076

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/93fd6760-e864-49a2-a054-b3a70116ea68/transcript

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