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
4.2 • 1.9K Ratings
🗓️ 11 December 2014
⏱️ 77 minutes
🧾️ Download transcript
Summary
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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Transcript
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| 0:00.0 | Make match days easy with Google Pay. |
| 0:03.0 | When the last train before kickoff leaves in five, |
| 0:06.0 | tap in with your Android phone to catch it. |
| 0:09.0 | No stress. |
| 0:12.0 | And if the cue for the merch store means extra time, tap to pay faster than you can say, |
| 0:17.8 | Come on England. |
| 0:18.8 | Fast, safe, simple. Match days made easy with Google Pay. Add a card to Google Wallet. |
| 0:27.0 | I thought about opening today's show with my best Canadian joke and since one of my best friends for the last 15 years is from Canada |
| 0:38.4 | I've got a bit of a repertoire I could go to but I decided that's not quite in the spirit of the show. |
| 0:44.3 | So let me be the first to fight for world peace and extend an olive branch of non-Canadian |
| 0:50.3 | jokes to my friends in the north, simply say this the Canadian contingent of this show is strong and |
| 0:56.9 | vocal I've heard you all and today I'm thrilled to bring you the first interview with a Canadian. We're going to speak with |
| 1:05.4 | Dan Bordelotti from the Canadian Couch Potato blog. Wow. Welcome to the Radical Personal Finance Podcast. My name is Joshua Sheets. Today is |
| 1:29.2 | Thursday, December 11, 2014. And today I've got a really great show for you with Dan. |
| 1:35.8 | Dan is a former personal finance blogger turned professional financial |
| 1:40.4 | advisor. He's an expert on Canadian finance, but even if you're not from Canada, |
| 1:46.1 | I think you still enjoy today's show is it's chock full of good information, no matter |
| 1:50.9 | where you're from. I have had quite the, I wouldn't say surplus. I've had quite a few requests from the Canadian contingent of the audience simply asking Joshua bring us some information |
| 2:07.2 | But frankly my response has been I'm totally ignorant on it. So every single one of them I said send me your best person that you want me to |
| 2:13.9 | interview and several of them mentioned Dan. So today I've got a great show. |
| 2:18.2 | This is an excellent interview whether you're listening from a Canadian |
| 2:21.4 | context or whether you're listening from a Canadian context or whether you're listening |
... |
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