The Rational Reminder Podcast | The Cash Wedge with Phil Briggs and the Four Ds of Tax Planning | Rational Reminder 277 @rationalreminder | Uploaded November 2023 | Updated October 2024, 13 hours ago.
During this episode, Financial Advisor and Associate Portfolio Manager Phil Briggs joins us to
discuss the ‘cash wedge’ financial strategy. He also shares his motivation for joining PWL
Capital after kicking off his career in the banking industry. Next, Mark McGrath unpacks the four
D’s of tax planning and how to implement them in your future planning. We review a much-loved
past episode featuring Dr. William Bernstein and unpack the principles taught in Seth Godin’s
latest book, The Song of Significance. During the aftershow, you’ll hear about our recent
explorations in the world of infinite banking, Admired Leadership, and more. In closing, we share
some of our favourite reviews from guests all over the world and offer a glimpse of what’s to
come in upcoming conversations. Thanks for listening!
Timestamps:
0:00:00 Intro
0:01:57 Main Topic w/ Special Guest: Phil Briggs
0:27:03 Mark to Market
0:35:05 Episode 108: 60 Seconds
0:37:34 Book Review: Song Of Significance: A New Manifesto For Teams
0:43:26 Aftershow
Links From Today’s Episode:
Philip Briggs on LinkedIn — linkedin.com/in/phillip-briggs-cfp%C2%AE-
cim%C2%AE-362436125/
Mark McGrath on LinkedIn — linkedin.com/in/markmcgrathcfp
The Song of Significance — amazon.com/Song-Significance-New-Manifesto-
Teams/dp/0593715543
The Monte Carlo Simulation — investopedia.com/terms/m
montecarlosimulation.asp
‘Sustainable Withdrawal Rates from Retirement Portfolios’ — papers.ssrn.com/sol3
papers.cfm?abstract_id=1969021
The Most Hated F-Word — podcasts.apple.com/us/podcast/the-most-hated-f-word
id1507212940
Megan McCoy on LinkedIn — linkedin.com/in/megan-mccoy-phd
Episode 108 — rationalreminder.ca/podcast/108
The Four Pillars of Investing — amazon.com/Four-Pillars-Investing-Second-
Portfolio/dp/1264715919/
Admired Leadership — admiredleadership.com
Seth Godin — sethgodin.com
The Wealthy Barber — amazon.com/Wealthy-Barber-Updated-3rd-Commonsense
dp/0761513116
Episode 226 — rationalreminder.ca/podcast/226
Episode 217 — rationalreminder.ca/podcast/217
Rational Reminder on iTunes — itunes.apple.com/ca/podcast/the-rational-reminder-
podcast/id1426530582.
Rational Reminder Website — rationalreminder.ca
Rational Reminder on Instagram — instagram.com/rationalreminder
Rational Reminder on X — twitter.com/RationalRemind
Rational Reminder on YouTube — youtube.com/channel
Rational Reminder Email — info@rationalreminder.ca
Benjamin Felix — pwlcapital.com/author/benjamin-felix
Benjamin on X — twitter.com/benjaminwfelix
Benjamin on LinkedIn — linkedin.com/in/benjaminwfelix
Cameron Passmore — pwlcapital.com/profile/cameron-passmore
Cameron on X — twitter.com/CameronPassmore
Cameron on LinkedIn — linkedin.com/in/cameronpassmore
During this episode, Financial Advisor and Associate Portfolio Manager Phil Briggs joins us to
discuss the ‘cash wedge’ financial strategy. He also shares his motivation for joining PWL
Capital after kicking off his career in the banking industry. Next, Mark McGrath unpacks the four
D’s of tax planning and how to implement them in your future planning. We review a much-loved
past episode featuring Dr. William Bernstein and unpack the principles taught in Seth Godin’s
latest book, The Song of Significance. During the aftershow, you’ll hear about our recent
explorations in the world of infinite banking, Admired Leadership, and more. In closing, we share
some of our favourite reviews from guests all over the world and offer a glimpse of what’s to
come in upcoming conversations. Thanks for listening!
Timestamps:
0:00:00 Intro
0:01:57 Main Topic w/ Special Guest: Phil Briggs
0:27:03 Mark to Market
0:35:05 Episode 108: 60 Seconds
0:37:34 Book Review: Song Of Significance: A New Manifesto For Teams
0:43:26 Aftershow
Links From Today’s Episode:
Philip Briggs on LinkedIn — linkedin.com/in/phillip-briggs-cfp%C2%AE-
cim%C2%AE-362436125/
Mark McGrath on LinkedIn — linkedin.com/in/markmcgrathcfp
The Song of Significance — amazon.com/Song-Significance-New-Manifesto-
Teams/dp/0593715543
The Monte Carlo Simulation — investopedia.com/terms/m
montecarlosimulation.asp
‘Sustainable Withdrawal Rates from Retirement Portfolios’ — papers.ssrn.com/sol3
papers.cfm?abstract_id=1969021
The Most Hated F-Word — podcasts.apple.com/us/podcast/the-most-hated-f-word
id1507212940
Megan McCoy on LinkedIn — linkedin.com/in/megan-mccoy-phd
Episode 108 — rationalreminder.ca/podcast/108
The Four Pillars of Investing — amazon.com/Four-Pillars-Investing-Second-
Portfolio/dp/1264715919/
Admired Leadership — admiredleadership.com
Seth Godin — sethgodin.com
The Wealthy Barber — amazon.com/Wealthy-Barber-Updated-3rd-Commonsense
dp/0761513116
Episode 226 — rationalreminder.ca/podcast/226
Episode 217 — rationalreminder.ca/podcast/217
Rational Reminder on iTunes — itunes.apple.com/ca/podcast/the-rational-reminder-
podcast/id1426530582.
Rational Reminder Website — rationalreminder.ca
Rational Reminder on Instagram — instagram.com/rationalreminder
Rational Reminder on X — twitter.com/RationalRemind
Rational Reminder on YouTube — youtube.com/channel
Rational Reminder Email — info@rationalreminder.ca
Benjamin Felix — pwlcapital.com/author/benjamin-felix
Benjamin on X — twitter.com/benjaminwfelix
Benjamin on LinkedIn — linkedin.com/in/benjaminwfelix
Cameron Passmore — pwlcapital.com/profile/cameron-passmore
Cameron on X — twitter.com/CameronPassmore
Cameron on LinkedIn — linkedin.com/in/cameronpassmore
