Financial BS Podcast

Jason thinks WealthSimple has lost its way. Chael speculates about Jason's exit. 

https://www.theglobeandmail.com/gift/fc61fb9e3ac95b7c9416a9fde8526e13dff1d8a856a603842cd938e68ad19374/RR6VGFAZBNCM3AYV2TYX3YIG3I/

Jason's crusade against interesting investments continues. Chael gives us the May ice cream menu, but probably too late. 

https://www.linkedin.com/posts/mackenzie-investments_invested-in-performance-activity-7438236761052303360-i4tp?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAFBOskBvYA6UygOxfSLkqBMuP4vGXokuco

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

https://pooranlaw.com/wholelifeplanning/questions/rdsp/

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/ 

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. 

https://www.wealthprofessional.ca/news/industry-news/why-none-of-this-advisors-physician-clients-even-asked-about-joining-a-db-plan/391295?hsmemberId=

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