225 How to Be a Common Sense Investor - Ben Felix, MBA, CFA, CFP, Portfolio Manager & host of the Common Sense Investing YouTube channel

For this episode of the podcast, I interview someone who I’ve been getting a ton of requests by listeners to be on the show…Ben Felix! Not only is he a well-respected portfolio manager at PWL Capital with more letters behind his name than anyone I know, he is also the popular YouTuber behind the Common Sense Investing channel as well as the co-host of the Rational Reminder podcast. Benjamin took a fairly unique path to the investing world. Whereas many guests I have on the show had a strong passion for personal finance early on, Ben first studied mechanical engineering before deciding to pivot and get his MBA in Finance (because it was the most difficult program offered at Carleton University’s Sprott School of Business!). While doing his MBA, he got the chance to work at an investment firm and soon realized the culture and strategies used by a traditional institution did not align with his own values and research. But before deciding to ditch the whole thing he was hired at PWL Capital, a firm with a fairly alternative approach to doing business, offering fiduciary advice and index fund portfolios to clients. Ben started his career there in 2013, and has since become a strong advocate for financial literacy and educating Canadians about how they can take control of their investments through his podcast and YouTube channel. Specifically, he likes to explain the rationale behind why indexing is such a great (and increasingly popular) investment strategy, while also sharing research on alternative investing strategies such as factor-based investing. Honestly, he is one of the few people out there who can actually explain complex ideas in a very easy to understand way. It’s no wonder he has over 80,000 YouTube subscribers and counting! As mentioned on the podcast, make sure to check out his website RationalReminder.ca and his YouTube channel. There is so much amazing content on there, you’re sure to find yourself binging episodes and videos just like I have! For full episode show notes visit https://jessicamoorhouse.com/225
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For this episode of the podcast, I interview someone who I’ve been getting a ton of requests by listeners to be on the show…Ben Felix! Not only is he a well-respected portfolio manager at PWL Capital with more letters behind his name than anyone I know, he is also the popular YouTuber behind the Common Sense Investing channel as well as the co-host of the Rational Reminder podcast. Benjamin took a fairly unique path to the investing world. Whereas many guests I have on the show had a strong passion for personal finance early on, Ben first studied mechanical engineering before deciding to pivot and get his MBA in Finance (because it was the most difficult program offered at Carleton University’s Sprott School of Business!). While doing his MBA, he got the chance to work at an investment firm and soon realized the culture and strategies used by a traditional institution did not align with his own values and research. But before deciding to ditch the whole thing he was hired at PWL Capital, a firm with a fairly alternative approach to doing business, offering fiduciary advice and index fund portfolios to clients. Ben started his career there in 2013, and has since become a strong advocate for financial literacy and educating Canadians about how they can take control of their investments through his podcast and YouTube channel. Specifically, he likes to explain the rationale behind why indexing is such a great (and increasingly popular) investment strategy, while also sharing research on alternative investing strategies such as factor-based investing. Honestly, he is one of the few people out there who can actually explain complex ideas in a very easy to understand way. It’s no wonder he has over 80,000 YouTube subscribers and counting! As mentioned on the podcast, make sure to check out his website RationalReminder.ca and his YouTube channel. There is so much amazing content on there, you’re sure to find yourself binging episodes and videos just like I have! For full episode show notes visit https://jessicamoorhouse.com/225

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