Ben Felix from the Rational Reminder podcast teaches our students the intro course on investing. As a ClinicianEducator, I appreciate his evidencebased approach to investing, citing academic literature & sound investing principles in a climate of speculation and day trading. This is part of a series of lectures given to the Dalhousie Faculty of Medicine’s Medical MiniMBA, a studentfounded lecture series to introduce financial education to the medical curriculum.

:
0:00 Intro
0:57 Stocks & Bonds
16:12 Saving vs Investing
20:03 Sensible Investing: Active vs Passive
40:37 Asset Allocation
47:00 Asset Location: RRSP vs TFSA vs Taxable
50:00 The Housing Decision
52:40 Sources for Financial Information

Check out the Rational Reminder Podcast here: https://rationalreminder.ca/
For personal questions or if you’re an instructor who would like to access my slides, message me on Instagram:   / breakingbaddebt   or find my email on the About page of my channel.

: Ben Felix MBA, CFA, CIM®, CFP is a Portfolio Manager at PWL Capital. This lecture is for education purposes only. Any information, views, and opinions expressed are solely those of the presenter and are not a substitute for financial advice specific to your personal situation.

#investing #indexinvesting #capitalmarkets