26 min listen
Transitioning From Personal Finance Blogger and Writer to Financial Advisor from a Canadian Perspective: Interview With Dan Bortolotti, the Canadian C…
Transitioning From Personal Finance Blogger and Writer to Financial Advisor from a Canadian Perspective: Interview With Dan Bortolotti, the Canadian C…
ratings:
Length:
77 minutes
Released:
Dec 11, 2014
Format:
Podcast episode
Description
Today, I have a really great interview on finance from a Canadian Perspective. But make sure to listen whether you're Canadian or not.
My guest is Dan Bortolotti, founder of the Canadian Couch Potato website. 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.
We chat about:
The value of a paying fees to a financial advisor
The fit between PF writer and advisor
Canadian tax law and retirement accounts
Indexing from a Canadian perspective and similarities to the US market
Home country bias
And more!
Enjoy!
Joshua
Links:
Canadian Couch Potato
Dan's DIY Investor Service
My guest is Dan Bortolotti, founder of the Canadian Couch Potato website. 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.
We chat about:
The value of a paying fees to a financial advisor
The fit between PF writer and advisor
Canadian tax law and retirement accounts
Indexing from a Canadian perspective and similarities to the US market
Home country bias
And more!
Enjoy!
Joshua
Links:
Canadian Couch Potato
Dan's DIY Investor Service
Released:
Dec 11, 2014
Format:
Podcast episode
Titles in the series (100)
RPF 0002 – The first question in financial planning…what do you want?: Where do you start when thinking about financial planning? You have to begin with the end in mind (as Stephen Covey would say): What do you really want? Why do you want it? And then, how are you going to achieve it? - by Radical Personal Finance