Podcasts Business Investing Radical Personal Finance Transitioning From Personal Finance Blogger and Writer to Financial Advisor from a Canadian Perspective: Interview With Dan Bortolotti, the Canadian Couch Potato RPF0117

Transitioning From Personal Finance Blogger and Writer to Financial Advisor from a Canadian Perspective: Interview With Dan Bortolotti, the Canadian Couch Potato RPF0117

Published: Dec. 11, 2014, 9:23 p.m.

Today, I have a really great interview on finance from a Canadian Perspective. But make sure to listen whether you're Canadian or not.

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My guest is Dan Bortolotti, founder of the Canadian Couch Potato\xa0website. He has a really great story where he began as a personal finance writer and blogger and later moved into the space of being a professional financial advisor.

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We chat about:

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  • The value of a paying fees to a financial advisor
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  • The fit between PF writer and advisor
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  • Canadian tax law and retirement accounts
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  • Indexing from a Canadian perspective and similarities to the US market
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  • Home country bias
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  • And more!
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Enjoy!

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Joshua

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Links:

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