In this episode Jason Pereira talks with Kevin Knull, President of TaxStatus, about the innovations TaxStatus is bringing to the field through its seamless data integration with the IRS. Kevin discusses how the company sources taxpayer data, with the consent of the taxpayer, to help clients make well informed financial decisions. He highlights the broader applications and benefits including financial advising, loan origination, and identity verification. The episode also covers the importance of identity security and Kevin's vision for enhancing the quality of financial advice using comprehensive insights derived from IRS data.

In this episode, Jason Pereira interviews Chanddeep Madaan, the CEO and founder of Aya Care, a health spending account provider in Canada. The discussion focuses on Aya Care’s mission to remove financial barriers for accessing health and wellness services. Madan explains how Aya Care uses technology to streamline the process, reducing the hassle of reimbursement, and enabling employees to utilize health spending accounts easily. They also explore the economic impact of traditional insurance versus the flexibility offered by Aya Care’s solution.

In this episode, Jason Pereira interviews Ben Borodach, co-founder and CEO of April, a FinTech company focused on integrating tax calculations into financial apps to help users make smarter financial decisions. Ben discusses his entrepreneurial journey, challenges faced when building April, and the importance of simplifying tax processes for consumers. The conversation delves into how April's technology leverages data to create a more efficient and seamless tax filing experience. It also touches on the potential for positive disruption in the financial industry by embedding tax-related services in financial apps.

In this episode of Fintech Impact, host Jason Pereira interviews Yelena Shkolnik, Partner at Jump Capital, a venture capital firm specializing in fintechs at the Series A level. The conversation explores the firm's approach to investments, particularly how they evaluate companies transitioning from startup to a more established phase, focusing on consistent, repeatable revenue streams and team dynamics. They discuss the transition from founder-led sales to institutionalized processes and provide insights into market trends, product validation, and scaling strategies, all within the fintech sector.

In this episode of Fintech Impact, Jason Pereira interviews John Connell, CEO and Co-founder of Focal, an AI-driven meeting notation software. They discuss Focal's mission to enhance client relationship management for financial advisors, emphasizing proactive AI solutions beyond simple note-taking. John shares insights on Focal’s development journey, the role of AI agents, and the niche they are carving in the wealth management and tech landscape. They also explore the importance of regulatory compliance and the challenges and opportunities faced in integrating AI into financial advisory workflows.

In this episode of Fintech Impact, host Jason Pereira interviews Tim Brackney, CEO of Springline Advisory, about their innovative approach to scaling mid-market advisory and accounting firms through the implementation of advanced technology and strategic acquisitions. The discussion covers SpringLine's inception, their private equity backing, and how they help firms transition from a localized operation to an enterprise-level structure, allowing them to focus more on their core competencies. Brackney also explains how the company's business model gives these firms a competitive edge in a large yet underserved market. The episode emphasizes the importance of maintaining the essence of the founding firm while leveraging technological advancements to facilitate organizational growth.

In this episode of Fintech Impact, Jason Pereira interviews Tachat Igityan, Founder of Destream, a platform designed to help content creators monetize their work more efficiently. Tachat describes Destream as a fintech solution aimed at simplifying payment processes for creators, addressing issues associated with traditional payment systems like PayPal. The discussion covers various challenges faced by content creators in getting compensated fairly and promptly, alongside the complexities of compliance and risk management within financial systems. Tachat also shares his vision for Destream, including potential expansion into financial products such as loans for creators.

In this episode, Jason Pereira and Guy Anderson engage in a year-end review of the Fintech Impact podcast, covering insights and trends in financial technology over the past year . They discuss the evolving landscape of fintech solutions, AI integration, and challenges faced in areas such as open banking and data aggregation. Various guests and their contributions to sectors like estate planning, tax, and insurance were recalled, highlighting the innovative strides made by companies in these niches. The conversation also touches upon future predictions and aspirations for 2025 in fintech advancements.

In this episode of Fintech Impact, Jason Pereira interviews Mike Conover, CEO and Co-founder of Brightwave, an AI-driven investment research platform. Mike discusses how Brightwave leverages machine learning and artificial intelligence to provide insightful financial analysis by synthesizing data from multiple sources and uncovering patterns. The episode delves into the challenges of using AI for financial research, the advantages of Brightwave's approach, and the vision for the platform's future in the industry. Jason and Mike also explore the broader implications of generative AI in high-stakes domains like finance.

In this episode of FinTech Impact, host Jason Pereira brings back Adam Holt, CEO and founder of Asset Map, to discuss the evolution of his company and the financial planning industry. They explore the development of Asset Map, a tool designed to simplify financial planning by visualizing complex financial data on a single page. The conversation touches on the importance of efficient client communication and how tech advancements like AI and digital tools can enhance client relationships and financial literacy. They also delve into the broader industry trends and challenges, and the shift towards more comprehensive and conversational financial planning.

Jason Pereira Interviews Dr. Daniel Crosby on Money, Meaning, and Health in his new book: The Soul of Wealth Jason Pereira relaunches his financial planning podcast with a special video edition featuring Dr. Daniel Crosby, a clinical psychologist and New York Times bestselling author. They discuss the deeper purpose and meaning behind financial wealth, the importance of health and well-being, and the insights from Dr. Crosby's latest book, 'The Soul of Wealth: 50 Reflections on Money and Meaning.' Key topics include the PERMA model for life satisfaction, the pitfalls of hedonistic adaptation and the arrival fallacy, and actionable strategies for business owners to find purpose beyond their financial goals.

Jason Pereira Interviews Dr. Daniel Crosby on Money, Meaning, and Health in his new book: The Soul of Wealth Jason Pereira relaunches his financial planning podcast with a special video edition featuring Dr. Daniel Crosby, a clinical psychologist and New York Times bestselling author. They discuss the deeper purpose and meaning behind financial wealth, the importance of health and well-being, and the insights from Dr. Crosby's latest book, 'The Soul of Wealth: 50 Reflections on Money and Meaning.' Key topics include the PERMA model for life satisfaction, the pitfalls of hedonistic adaptation and the arrival fallacy, and actionable strategies for business owners to find purpose beyond their financial goals.

In this episode, Jason talks to Jon Shell about the advent of employee ownership trusts in Canada, a game-changing legislation that addresses previous concerns and paves the way for a more inclusive and equitable business ownership structure. Through a deep dive into the intricacies of this model, listeners are offered a comprehensive understanding of its benefits, implications, and transformative potential for both business owners and employees alike.

In this episode, Jason Pereira discusses the world of virtual assistants for financial advisors, featuring insights from Andrew Evans, Founder of ROffice. Through their conversation, listeners gain valuable knowledge on how virtual assistants can revolutionize the way financial advisors operate, ensuring efficiency and effective client service. This episode is a deep dive into outsourcing certain business operations to optimize service delivery and business growth.

A few weeks ago, I published a critique of Questrade’s marketing and brand promise. As the post gained traction, several people publicly commented both in support and opposition to the article, and many more reached out privately.

More and more Financial Advisors are having to act as their own Chief Technology Officers. In order to help facilitate advisors’ efforts, I have complied a market survey of technology products that can help advisors to enable their practice.

There’s one company in Canada that financial advisors almost universally hate: Questrade. It’s no mystery as to why; after all, Questrade has – for years – focused its marketing efforts on ads attacking the advisory industry, questioning our value and above all else, our cost.

In recent years, podcasting has grown from its humble hobbyist origins to become a big, global business. It’s estimated that there are currently over 1 million active podcasts, featuring 30 million podcast episodes available in over 100 languages. Stats tell us that more than one in five Americans currently listen to podcasts weekly, and the numbers are only going in one direction: up.