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

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