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Cameron Passmore

๐Ÿ‘ค Speaker
144 total appearances

Appearances Over Time

Podcast Appearances

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Investment advisory services in the United States of America are offered exclusively by One Digital Investment Advisors, LLC.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

One Digital and PWL Capital are affiliated entities and they mostly get on really well with each other.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

However, each company has financial responsibility for only its own products and services.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Nothing herein constitutes an offer or solicitation to buy or sell any security.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Occasionally, we tell you not to buy crappy investments in the first place, but that's not the same thing as telling you to sell them.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

This communication is distributed for informational purposes only.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

The information contained herein has been derived from sources believed to be truthy, but not necessarily accurate.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

We really do try, but we can't make any guarantees.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Even if nothing we say is fundamentally wrong, it might not be the whole story.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Furthermore, nothing herein should be construed as investment, tax, or legal advice.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Even though we call the podcast your weekly reality check on sensible investing and financial decision-making, you shouldn't rely on us when making actual decisions, only hypothetical ones.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Different types of investments and investment strategies have varying degrees of risk and are not suitable for all investors.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

you should consult with a professional advisor to see how the information contained herein may apply to your individual circumstances.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

It might not apply at all.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Honestly, you can probably ignore most of it.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

All market indices discussed are unmanaged, do not incur management fees, and cannot be invested indirectly.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Which is a shame, because it would be awesome if you could.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

All investing involves risk of loss, including loss of money, loss of sleep, loss of hair, and loss of reputation.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Nothing herein should be construed as a guarantee of any specific outcome or profit.

The Rational Reminder Podcast
Episode 407: Michael Kothakota - The Shape of Financial Planning

Past performance is not indicative of or a guarantee of future results.