Best Dan Bortolotti Podcasts (2025)

1
From the Archives: Relistening to Dan Bortolotti Speak About Rebooting Your Portfolio 56:01

1d ago56:01

56:01

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 i…

1
Episode 359 - The Most Controversial Topics in Personal Finance 1:18:19

1d ago1:18:19

1:18:19

For the first time as a host combination, Ben, Dan, and Cameron sit down to discuss the most controversial topics in personal finance. We begin with identity and how it informs decision-making. Then, we revisit the renting versus buying debate, why this remains a highly controversial topic, the ins and outs of income investing, and understating the…

1
The Power of Perseverance - Author of Moving Beyond Broke, Dasha Kennedy 41:24

3d ago41:24

41:24

I've got an incredibly inspirational guest for this episode! Dasha Kennedy, founder of the Broke Black Girl and author of Moving Beyond Broke: The Power of Perseverance in Personal Finance, shares her story of growing up low-income, surviving divorce and becoming a single parent, and learning about managing money on her own. On her personal finance…

1
Episode 358 – Dr. Eli Beracha: Renting versus Buying a Home 1:07:22

9d ago1:07:22

1:07:22

Dr. Eli Beracha has recently been recognized by The Journal of Real Estate Literature as the world’s third best in research productivity, and today, we are honoured to be joined by this top industry expert to bring more clarity to the renting versus buying debate. We use Dr. Beracha’s ‘Lessons from Over 30 Years of Buy Versus Rent Decisions: Is the…

1
From the Archives: Relistening to Larry Bates Expose What the Banks Don't Want You to Know 41:33

9d ago41:33

41:33

One of my favourite Canadian personal finance books to recommend is Larry Bates' Beat the Bank because it's exactly what every Canadian needs to know about how to advocate for yourself, not pay too much in fees, and navigate the complex and sometimes secretive world of finance. Considering Larry worked in finance for over 35 years, he knows what he…

1
Escaping Scarcity and Embracing Abundance - Author of The Money Catalyst, Leisa Peterson 52:10

10d ago52:10

52:10

Leisa Peterson first came on the podcast in 2020 to talk about her first book The Mindful Millionaire, so I'm thrilled to welcome her back to talk about her new book The Money Catalyst where we deep-dive into the topics of scarcity, abundance, nurturing your inner wealth and transforming your relationship with money. What's also very different abou…

1
#17 — Jim Chuong (The Lazy Canadian Investor): Real Estate and ETF Investing 42:37

10d ago42:37

42:37

Our guest this week is Jim Chuong—better known online as “The Lazy Canadian Investor.” With over 1 million followers across TikTok and Instagram, Jim has built a massive audience by breaking down investing concepts in a clear, no-BS way. In this episode, Dave and Jim cover a wide range of investing topics—from how Jim first got into real estate inv…

1
Episode 357 – AMA #6 56:13

16d ago56:13

56:13

Cameron joins Ben for his first AMA as we bring you the sixth edition of our Listener Questions and Investing Lessons mini-series. Diving right in, Ben and Cameron share their stance on the multi-host format of the Rational Reminder podcast before walking us through the new PWL Retirement Planning Tool. Then, we unpack our venture with OneDigital, …

1
From the Archives: Relistening to Melissa Leong Share How to Get Happy with Your Money 37:50

16d ago37:50

37:50

Too often, we confuse money for happiness, while it's simply a tool that can help us increase our happiness (to a limit). To talk about how to get your happy back and how to use money strategically to help you get there, for this episode, we're re-listening to my interview with Melissa Leong, author of Happy Go Money and money expert on The Social.…

1
Investing in a Changing World: Market Shifts and Opportunities - Media Personality and Podcast of In the Money, Amber Kanwar 58:24

17d ago58:24

58:24

It’s been an interesting year for investing so far, which is why I’ve invited Amber Kanwar, former anchor and reporter on BNNBloomberg and now host of the top investing podcast In the Money, to come on show to talk about what’s going on with the markets now and what tips she’s learned from her years of interviewing the best investors in the country…

1
Episode 356 – Abby Davisson: How to Make Decisions About Money and Love 58:31

23d ago58:31

58:31

How do we make the most important decisions in life with intention rather than impulse? In this episode, we are joined by Abby Davisson to unpack her practical framework for better decision-making. Abby is a Yale and Stanford alumnus, a former executive at Gap Inc., and the co-author of Money and Love. She is also the founder of the Money and Love …

1
From the Archives: Relistening to John David Mann Explain What The Latter Factor Really Means 44:21

23d ago44:21

44:21

It's not about the latte! Most people (and money experts) misunderstand the true meaning of the latte factor, so who better to ask what it really means than co-author of The Latte Factor John David Mann. In this re-listen episode, we discussed what it was like writing this narrative-style personal finance book with bestselling author David Bach (Th…

1
How to Build Wealth as a Teenager - Author of Making Bank, Shannon Lee Simmons 59:20

24d ago59:20

59:20

Knowing what we know now about money, I bet most of us would do things differently if we could go back in time. Although time machines don't exist, at least there's Shannon Lee Simmons' new book Making Bank: Money Skills for Real Life which was written specifically for teenagers so they can not only avoid repeating the same money mistakes we made, …

1
#16 — Kelley Keehn: Breaking Free from Debt, the Psychology of Overspending and How to Avoid Financial Fraud 47:10

24d ago47:10

47:10

Our guest this week is Kelley Keehn—best-selling author, personal finance expert and media personality who is on a mission to help Canadians build healthier relationships with money. In this episode, Dave sits down with Kelley to unpack some of the most pressing financial challenges people face today. From the emotional weight of debt to the psycho…

1
Episode 355 – Do Index Funds Incur Adverse Selection Costs? 1:02:50

30d ago1:02:50

1:02:50

Marco Sammon joins Ben and Dan to unpack his latest paper, ‘Index Rebalancing and Stock Market Composition’, beginning with how Marco’s work (co-written by John Shim) compares to the Nobel Prize-winner Bill Sharpe’s paper, ‘Arithmetic of Active Management.’ We investigate the missing links in Sharpe’s logic before defining “the market” and ascertai…

1
From the Archives: Relistening to Ben Felix Share How to Be a Common Sense Investor 41:50

1M ago41:50

41:50

This episode was incredibly relevant back in 2020 (and this originally aired before Covid and the crash!), and it's still just as relevant with the current economic situation we find ourselves today. If you want to know what to do with your investments from a true professional and expert in the field, Ben Felix, who is not only a CFP, CFA and CIM, …

1
Episode 354 - Jason Pereira: Expert Financial Planning 1:17:18

1M ago1:17:18

1:17:18

Beyond the sales pitches, acronyms, and product talk, what does it mean to be a financial planner? In this episode of the Rational Reminder Podcast, we sit down with long-time industry leader and advocate Jason Pereira. Jason is a Canadian financial planner with over 20 years of experience, dual CFP certification (Canada and US), and a passion for …

1
From the Archives: Relistening to Ken Okoroafor Talk About Finding Your Financial Joy 44:00

1M ago44:00

44:00

Want to know how to find your financial joy? Because at the end of the day, money is just a tool. It's not the end goal. But joy, peace and happiness certainly are and money can help you fulfill that. In this relisten episode, Ken Okoroafor, founder of The Humble Penny and now a best-selling author of Financial Joy: Banish Debt, Grow Your Money and…

1
#15 — Gerry Dee: Lessons Learned From Comedy, Athletics and “Mr. D” (15ish Minute Money) 21:24

1M ago21:24

21:24

Our guest this episode is the legendary Canadian comedian Gerry Dee! You know him as the creator and star of “Mr. D” and the host of “Family Feud Canada”—but did you know “The Wealthy Barber” is one of the five books he’s ever read? In this 15ish minute episode, Gerry sits down with Dave to talk about the lessons he learned during his early career …

1
Episode 353 – AMA #5 1:07:48

1M ago1:07:48

1:07:48

The fifth installment of our Ask Me Anything sessions begins with the inevitable volatility of the stock market as we urge investors to remain calm amidst recent US stock declines. Similarly, we unpack the historical resilience of stock markets and offer advice for dealing with market crashes before discussing why bonds are not the best strategy fo…

1
From the Archives: Relistening to Danielle Town Explain Value Investing 46:06

1M ago46:06

46:06

Where do you even start with investing? This was the question Danielle Town had when she realized she needed to grow her money and find a path to financial independence because her job as a lawyer was leading her to full-on burnout. Cut to her going on a learning journey with her dad, a well-known motivational speaker, author and hedge fund manager…

1
Episode 352 – Jessica Moorhouse: Everything But Money 1:07:43

2M ago1:07:43

1:07:43

What if the key to financial success isn’t just a better budget, but a better understanding of your relationship with money? In this episode of the Rational Reminder Podcast, Ben and Dan sit down with Jessica Moorhouse to delve into the ins and outs of personal finance. Jessica is a money expert, Accredited Financial Counsellor Canada®, speaker, an…

1
From the Archives: Relistening to Mike Drak Discuss Victory Lap Retirement 42:27

2M ago42:27

42:27

We spend most of our lives saving for retirement, but when we get there... what's next? In this episode originally released in 2019, I interview Mike Drak, author of retirement books like Victory Lap Retirement and Retirement - Heaven or Hell?, all about how to find your purpose in your retirement years, what it means to have a second career in ret…

1
#14 — Office Hours #1 (Live Call-In Q&A) 29:03

2M ago29:03

29:03

Welcome to the very first “Office Hours” episode of The Wealthy Barber Podcast where Canadians call in with real financial questions and Dave Chilton offers guidance through his signature mix of wisdom, wit and practical advice. From coast to coast, listeners asked about everything from budgeting for big home repairs to whether “Pay Yourself First”…

1
Episode 351 – DFA vs Vanguard 54:43

2M ago54:43

54:43

Dimensional Fund Advisors (DFA) and Vanguard have intersecting histories rooted in the development of the first-ever index fund. Vanguard's market-cap weighted index funds have been nothing short of revolutionary and they became synonymous with sensible investing for many good reasons, but Dimensional took implementing the ideas from academic finan…

1
From the Archives: Relistening to Simone Stolzoff Explain Why You Don’t Have to Love Your Job 42:13

2M ago42:13

42:13

The saying "Find a job you love and you will never work a day in your life" is quite honestly a lie. Even if you find your passion and are doing a job you love, it's still a job. And sometimes it's not fun. Take it from me! I love working for myself, but it's still work. Not only that, I know so many people who have passions outside of work, and th…

1
The Art of Being a Good Boss - Author of You're the Boss and CEO Coach, Sabina Nawaz 51:01

2M ago51:01

51:01

I'm sure I'm not the only one who has had one or two terrible bosses during their career. And I remember thinking "If I had the chance, I would do everything differently." But how do you become a good boss when you finally get the opportunity and avoid repeating their mistakes? That's what I discuss in this episode with CEO coach and author of You'…

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