The Cash Wedge with Phil Briggs and the Four Ds of Tax Planning | Rational Reminder 277

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 —   / phillip-briggs-cfp%c2%ae-   cim%C2%AE-362436125/ Mark McGrath on LinkedIn —   / markmcgrathcfp   The Song of Significance — https://www.amazon.com/Song-Significa... Teams/dp/0593715543 The Monte Carlo Simulation — https://www.investopedia.com/terms/m/ montecarlosimulation.asp ‘Sustainable Withdrawal Rates from Retirement Portfolios’ — https://papers.ssrn.com/sol3/ papers.cfm?abstract_id=1969021 The Most Hated F-Word — https://podcasts.apple.com/us/podcast... id1507212940 Megan McCoy on LinkedIn —   / megan-mccoy-phd   Episode 108 — https://rationalreminder.ca/podcast/108 The Four Pillars of Investing — https://www.amazon.com/Four-Pillars-I... Portfolio/dp/1264715919/ Admired Leadership — https://admiredleadership.com/ Seth Godin — https://www.sethgodin.com/ The Wealthy Barber — https://www.amazon.com/Wealthy-Barber... dp/0761513116 Episode 226 — https://rationalreminder.ca/podcast/226 Episode 217 — https://rationalreminder.ca/podcast/217 Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/t... podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram —   / rationalreminder   Rational Reminder on X —   / rationalremind   Rational Reminder on YouTube —    / channel   Rational Reminder Email — [email protected] Benjamin Felix — https://www.pwlcapital.com/author/ben... Benjamin on X —   / benjaminwfelix   Benjamin on LinkedIn —   / benjaminwfelix   Cameron Passmore — https://www.pwlcapital.com/profile/ca... Cameron on X —   / cameronpassmore   Cameron on LinkedIn —   / cameronpassmore