Financial BS Podcast

Ep 46 A second short podcast about RDSPs

Jason talks a bit too much in this episode, getting into some nitty gritty of RDSPs. Chael is very patient. 
https://www.fpcollective.ca/rdsp-part-i-the-purpose/
https://x.com/AaronHectorCFP/status/1700281433254748668?s=20
https://pooranlaw.com/wholelifeplanning/questions/rdsp/

Ep 45 A Short Episode About RDSPs

Jason and Chael start into a discussion about RDSPs. Episode 2 next week. 
Did we dox a listener? 
https://www.ctvnews.ca/toronto/consumer-alert/article/toronto-ont-family-frustrated-they-cant-access-rdsp-funds-for-disabled-son/
https://www.fpcollective.ca/rdsp-part-i-the-purpose/ 

Ep 44 Exam Cheating

Jason is not surprised at reports of cheating on the life insurance licensing exam. Chael is excited for the prospect of using AI, but not to cheat on exams. 
https://www.investmentexecutive.com/news/ontarios-llqp-exams-will-soon-be-held-in-person-only/

Ep 43 Listener Jennifer Leads the Way

Part 2 of 2.
Jason is not happy with the state of financial planning. Chael gets it. 
https://openpolicyontario.com/champagne-wishes-and-caviar-dreams/
https://www.theglobeandmail.com/investing/personal-finance/financial-facelift/

Ep 42 NOT BS - Caviar Wishes

Jason again picks on the Globe and Mail. Chael discusses bread pans and free ice cream. 
https://openpolicyontario.com/champagne-wishes-and-caviar-dreams/ 
https://www.theglobeandmail.com/investing/personal-finance/financial-facelift/

Ep 41 Own Goal

Jason expresses the crazy idea that a financial advisor should a) present client with options and b) not brag about not doing so. Chael demonstrates that he really did learn about DB pensions. 
https://www.wealthprofessional.ca/news/industry-news/why-none-of-this-advisors-physician-clients-even-asked-about-joining-a-db-plan/391295?hsmemberId=

Ep 40 Five Stars!

Jason continues to pick on active management and dividend investing and Chael demonstrates why he failed Aeronautics Engineering 232. 
https://www.manulifeim.com/retail/ca/en/investments/etf/manulife-smart-international-dividend-etf-u-idiv.b 

Ep 39 Banks and P**n (not what you're thinking)

Jason gets to pick on one of his favourite pieces of financial BS, and saves Chael the trouble of hawking ice cream. 
https://www.theglobeandmail.com/gift/fc61fb9e3ac95b7c9416a9fde8526e13dff1d8a856a603842cd938e68ad19374/DX54VHO5IBCCXEMDZ44ZGCU6YI/ 

Ep 38 BS (Bus Stop)

Jason is unreasonably angry about bus stop advertising. Chael wishes he could have his old podcast co-host back. 

Ep 37 Insurance Enema 4 Enema of the Council

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