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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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Financial resources
Hosted on Acast. See acast.com/privacy for more information.
4.4
112112 ratings
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
Follow me
Financial resources
Hosted on Acast. See acast.com/privacy for more information.
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