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

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Manage episode 485576429 series 80332
Content provided by Jessica Moorhouse. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jessica Moorhouse or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

462 episodes

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iconShare
 
Manage episode 485576429 series 80332
Content provided by Jessica Moorhouse. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jessica Moorhouse or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

462 episodes

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