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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
Radical Personal Finance
Episode • Dec 11, 2014 • 1h 16m

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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