Podcast Episode Details

From the Archives: Relistening to Dan Bortolotti Speak About Rebooting Your Portfolio

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Season 20

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Dan Bortolotti, a.k.a. The Canadian Couch Potato and well-respected investment portfolio manager and financial planner at PWL Capital, came on the show back in 2022 and shared exactly what you need to do to set up the right investment portfolio for you so you can reach your goals, keep your costs low, and spend hardly any time on it per year. Dan is a legend in the personal finance community, so I hope you enjoy this episode as much as I did!

This episode originally aired on June 15, 2022.

To find the original show notes for this episode visit jessicamoorhouse.com/333

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Published on 3 months, 1 week ago