Claim OwnershipFinancial BS Podcast
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Description
Jason and Chael discuss various topics in Canadian financial services. In most episodes, Jason sends Chael a recent media item. Jason and Chael unpack the item in question, to decide what is BS and what is valid.
37 Episodes
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Jason takes issue with holding out. Chael endorses 15-minute cities.
https://www.abcouncil.ab.ca/councils-directories/
https://www.linkedin.com/in/vishal-zaveri-156b04325/
https://therealhowmoneyworks.ca/ca/zaverivishal
https://www.abcouncil.ab.ca/wp-content/uploads/2024/08/Life-Insurance-Council.pdf
Jason somehow thinks people will be better off for understanding Additional Deposit Options. Chael is mystified by insurance marketing.
https://advisor.equitable.ca/advisor/getattachment/60fea57e-a7cf-44c1-b9e3-b029a7463e7f/EDO-QA.pdf
Jason accidentally gives a lesson in life insurance, and Chael (horror of horrors!) is uninsured.
https://equitable.ca/products/insurance/whole-life
Jason explains the various aspects of insurance commissions and Chael learns why the Calgary airport is a popular spot for some BC insurance agents.
https://www.investmentexecutive.com/news/sun-life-introduces-more-level-whole-life-policy-compensation/
https://suncentral.sunlife.ca/en/news/we-re-maintaining-2026-2027-sun-life-dividend-scale-and-announcing-the-close-of-sun-par-accelerator/
https://www.linkedin.com/posts/the-wealthy-barber_the-commission-conflict-in-insurance-sales-activity-7425546344246747136-zCVY?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAFBOskBvYA6UygOxfSLkqBMuP4vGXokuco
Chael is mystified by the inability to prosecute criminals for crimes.
https://www.investmentexecutive.com/news/fsra-revokes-licence-of-insurance-agent-for-allegedly-misappropriating-700k-from-church-members/
Chael is having a pretty good day. Jason calls out a regulator for overreach. Is Jason a hypocrite? You decide.
https://decisions.abcouncil.ab.ca/abic/icaba/en/item/520991/index.do
Jason finds the silver lining on a steaming pile of crap. But it's still a steaming pile of crap.
https://www.fa-mag.com/news/trillions-more-dollars-are-available-for-private-market-investments--a-technology-firm-said-84945.html
https://www.goodinvesting.com/podcast
Jason is frustrated about private investments and gating, but Chael talks him off the ledge.
Jennifer and Andrea's podcast: https://creators.spotify.com/pod/profile/modern-cents/episodes/Where-Math-Meets-Heart-with-Jennifer-Hughes-e3danv6
The paywalled article:
https://www.theglobeandmail.com/business/article-cortland-debt-fund-halts-investor-redemptions-single-borrower/
Chael and Jason explore why 'use it or lose it' may not be the best approach to group benefits.
Chael is very patient as Jason explains the problem with the Canada Learning Bond. And something is not BS!
Links:
https://www.hifinance.ca/
https://canadabuys.canada.ca/en/tender-opportunities/tender-notice/cb-563-12576045
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2371931
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5575891
https://publications.gc.ca/site/eng/9.858229/publication.html
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4267356
https://carleton.ca/politicalmanagement/wp-content/uploads/FINAL_clean-1.pdf
The budgeting exercise works out surprisingly well for Chael, and we missed a big sponsorship opportunity!
Chael talks about implementing a budget here, and how much it has changed things for him.
Chael delves into his history, and Jason tries to not help him feel shame.
Do we care about credit scores? Not as much as we care about misinformation!
https://www.ctvnews.ca/toronto/consumer-alert/article/i-never-thought-they-were-going-to-destroy-my-credit-score-woman-shocked-her-credit-score-dropped-dramatically-over-one-unpaid-bill/
By the end of this episode, you'll understand pensions in a way that no person could have ever fathomed understanding pensions.
Jason tries and fails to explain pensions in 20 minutes or less.
https://www.reddit.com/r/PersonalFinanceCanada/comments/1op6m6i/i_dont_understand_how_my_hoopp_pension_works/?share_id=EDJEajnKLXHBhqPJBALFN&utm_medium=ios_app&utm_name=iossmf&utm_source=share&utm_term=3
Incentives matter. In this episode, we look at how incentives in the insurance industry are badly disconnected from regulatory outcomes.
https://www.investmentexecutive.com/news/industry-news/fsra-fines-former-insurance-agent-and-his-corporation-for-coercion-undue-influence/
Is Chael still the financial layperson? Not so sure after this episode.
https://www.sootoday.com/local-news/ontario-woman-says-government-took-every-cent-of-parents-savings-11128994
https://www.ctvnews.ca/toronto/consumer-alert/article/daughter-hit-with-660000-tax-bill-when-both-parents-died-in-same-year/
Chael leaves as confused as he started.
https://calgaryherald.com/business/local-business/finfluencer-alberta-securities-commission-fine
Two men talk about women's issues.
https://www2.gov.bc.ca/gov/content/gender-equity/pay-transparency-in-bc
https://equivision.services.gc.ca/?report=sector
The job posting we discussed is no longer live. Good luck to the person doing that job!
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