Transitioning From Personal Finance Blogger and Writer to Financial Advisor from a Canadian Perspective: Interview With Dan Bortolotti, the Canadian Couch Potato RPF0117
Radical Personal Finance · Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
December 11, 20141h 16m
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Show Notes
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
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