Financial BS Podcast
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.
Listen on:
Episodes
Friday Mar 13, 2026
Friday Mar 13, 2026
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
Friday Mar 06, 2026
Friday Mar 06, 2026
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
Friday Feb 27, 2026
Friday Feb 27, 2026
Jason accidentally gives a lesson in life insurance, and Chael (horror of horrors!) is uninsured.
https://equitable.ca/products/insurance/whole-life
Friday Feb 20, 2026
Friday Feb 20, 2026
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
Friday Feb 13, 2026
Friday Feb 13, 2026
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/
Friday Feb 06, 2026
Friday Feb 06, 2026
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
Friday Jan 30, 2026
Friday Jan 30, 2026
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
Friday Jan 23, 2026
Friday Jan 23, 2026
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/
Friday Jan 16, 2026
Friday Jan 16, 2026
Chael and Jason explore why 'use it or lose it' may not be the best approach to group benefits.
Friday Jan 09, 2026
Friday Jan 09, 2026
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