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!