This episode of the More Money Podcast is sponsored by TD Direct Investing. June is Options Education Month and TD Direct Investing is hosting a number of free webinars, masterclasses and on-demand videos to educate investors about their options with, well, options! To learn more visit TD.com/OptionsEducationMonth
“It’s amazing to me how many people approach investing with the question,
‘What do I buy?'”
– Dan Bortolotti of Canadian Couch Potato
We’re closing out Season 14 with my favourite topic and a return guest! On the show today is a Canadian investing expert and creator of the Canadian Couch Potato — Dan Bortolotti. Dan is back on the show to talk about his new book, Reboot Your Portfolio: 9 Steps to Successful Investing with ETFs, which you know is right up my alley!
Dan Bortolotti is a former journalist, who was a full-time writer for magazines such as MoneySense. However, over a decade ago he switched careers and is now a portfolio manager and financial planner at PWL Capital in Toronto. Dan created his popular blog (then subsequent podcast) the Canadian Couch Potato in 2010 and has become one of Canada’s most trusted resources on index investing.
In today’s episode, Dan shares more about the inspiration behind his new book, Reboot Your Portfolio. We dive into where you should start when you want to make a change in your investment portfolio and the downsides to having so much access to your trades. This episode is jam-packed with info for anyone wanting to get started with passive investing or learn how to improve their current investment portfolio for the long term.
Also, I want to say a quick thank you to all the wonderful guests who joined me this season. Of course, another thank you to all listeners, thank you for tuning in each week and I’ll see you for a fresh new season in September after a short summer break!
Things I Mentioned in the Episode
- Check out Dan’s other episode on the More Money podcast: Episode 83
- Buy Dan’s new book, Reboot Your Portfolio: 9 Steps to Successful Investing with ETFs
- Jessica’s Instagram & YouTube channel
- I’m giving away copies of all the books featured on this season of the podcast! To enter, visit jessicamoorhouse.com/contests
- My free resource library, where you can find budget spreadsheets & more!
- Apply to enroll in my investing course Wealth Building Blueprint for Canadians
- Check out my shop!
Follow Dan Bortolotti
Looking for Financial Help?
Looking for some financial help during these tough and uncertain times? Check out my investing course and budget spreadsheets on my shop page