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.
Episodes
A big fundco does a good thing, and gives Chael the chance to ask Jason about diversification and concentration in an investment portfolio.
Jason wants to keep things boring.
https://www.mackenzieinvestments.com/en/products/mutual-funds/mackenzie-precious-metals-fund
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
Jason and Chael start into a discussion about RDSPs. Episode 2 next week.
Did we dox a listener?
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/
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/
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/
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.
Jason continues to pick on active management and dividend investing and Chael demonstrates why he failed Aeronautics Engineering 232.
Jason gets to pick on one of his favourite pieces of financial BS, and saves Chael the trouble of hawking ice cream.
Jason is unreasonably angry about bus stop advertising. Chael wishes he could have his old podcast co-host back.
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.
Jason explains the various aspects of insurance commissions and Chael learns why the Calgary airport is a popular spot for some BC insurance agents.
Chael is mystified by the inability to prosecute criminals for crimes.
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.
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:
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.c...
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