The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts

The WealthStack Podcast

Technology promises speed and clarity, yet frustration keeps showing up instead. Many firms buy tools expecting instant results, only to find the real challenges start after launch.

In this episode of The WealthStack Podcast, host Shannon Rosic speaks with Jason Pereira, senior partner and financial planner at Woodgate Financial, about what actually broke in wealthtech adoption this year. They unpack why most failures are human, not technical, how unrealistic expectations derail implementation and why AI often complicates workflows before helping. 

They also explore where AI truly adds value, why surface-level integrations fall short, and what advisors should focus on before buying the next shiny tool.

Key takeaways:

  • Why most tech “fails” at the human level

  • The rise and risks of vibe coding and DIY tools

  • AI’s real wins and painful misfires in 2025

  • The danger of treating complex tools like plug-and-play appliances

  • What advisors should actually do heading into 2026

Resources:

Connect with Shannon Rosic:

Guest AppearancesJason Pereirafintech