Best Jason Pereira Podcasts (2024)

1
WS30 Addiction and ADHD with Dr. Todd Love. 1:09:25

7h ago1:09:25

1:09:25

Enjoy the show? ❤️ Please support us: wisesquirrels.com/love Doctor Todd Love is a licensed mental health clinician and ADHD coach at doctoddlove.com. Get the show notes, links, and more at wisesquirrels.com. Get the free ADHD assessment, leave audio or text comments, read articles, receive resources, and more at wisesquirrels.com. Disclaimer: The …

1
Vestwell with Aaron Schumm | E337 23:07

2h ago23:07

23:07

In this episode of Fintech Impact, host Jason Pereira interviews Aaron Schumm, Founder and CEO of Vestwell, a revolutionary platform designed to empower employee savings programs across America. Aaron shares insights into how Vestwell is reshaping savings through workplace and direct-to-individual programs, emphasizing tax-preferred savings vehicle…

1
Empowered Developers Write Clean Code, Tom Howlett, Head of Product at Sonar 32:14

18h ago32:14

32:14

Tom Howlett, Head of Product Management at Sonar is our guest today. Sonar is the leader in helping engineers write clean code through continuous feedback during the development process, and is trusted by millions of developers worldwide. We talk about: - The idea of "Start Left" and how it ties into "Shift Left" - Gen AI in developer workflows and…

1
RTS. 133: Remember The Show 2.0 with UFC Champion Belal Muhammad & Jason Anik + Jared Gordon & Chef Ian Larios 1:04:11

4d ago1:04:11

1:04:11

Remember The Show 2.0 with UFC Champion Belal Muhammad & Jason Anik + JARED GORDON & CHEF IAN LARIOS | RTS. 133 Remember The Show RETURNS with a CHAMPIONSHIP BELT as we look ahead to Version 2.0 for the show in 2024 and beyond. Who is next at 170lbs? Shavkat? Kamaru? Colby? We discuss this and more with 170lbs UFC Champion Belal Muhammad and UFC Fi…

1
Clare Flynn Levy - Good Behavior, Good Returns? 34:07

5d ago34:07

34:07

Tune in to hear: What does Clare and her team at Essentia Analytics focus on specifically? How can one score the decision making skill involved in stock picking when so much is relative to timing? How does Essentia Analytics score all 7 data points they lay out on their website? One of the trick things about behavioral investing is you can get a go…

1
F2 Strategy with Doug Fritz | E336 37:17

7d ago37:17

37:17

In this episode of Fintech Impact, Jason Pereira interviews Doug Fritz, CEO and Founder of F2 Strategy. He delves into the complexities technology brings into the financial advisory and brokerage landscape and how F2 Strategy aids firms in navigating and harnessing technology for growth and efficiency. Doug shares insights from his wealth of experi…

1
"Umar Proved He Deserves A Title Shot" | Umar Nurmagomedov vs Cory Sandhagen Full Reaction 19:47

8d ago19:47

19:47

Cory Sandhagen just lost to Umar Nurmagomedov, earning Umar his first title shot, set to fight the winner of Merab vs. O'malley. Here is Aljo's thoughts on Umar's performance. Enjoy! Check out Nerd Focus, the Official show sponsor! www.nerdfocus.com Support the channel by purchasing official merch here! https://www.AljamainSterling.com Pre-order a …

1
RTS. 132: BELAL IS CHAMP! -- Belal Muhammad's First Interview after UFC 304 with Jason Anik, Jon Anik & Kenny Florian | RTS. 132 37:23

10d ago37:23

37:23

REMEMBER THE SHOW IS BACK WITH A UFC CHAMPION AT THE HELM!! Celebrate with us as we talk to Belal Muhammad, your new UFC welterweight champion after a DOMINANT win at #UFC304. Jason Anik is joined by twin brother Jon Anik and @anikflorianpod host Kenny Florian to talk to Belal after the massive win! Let us know your questions in the chat an hit tha…

1
Scaling Quickly with Sean McDermott and Vicki Langdon 41:35

11d ago41:35

41:35

In this episode of That NextGen Planners Podcast we chat with the award-winning Sean & Vicki from Lightside Financial Planning. Here we chat about about how Sean & Vicki have grown Lightside Financial Planning, the pros and cons of having lots of clients and the lessons they have learned along the way. Join our community: www.nextgenplanners.co.uk…

1
Fixed Income: Understanding Mortgage Investment Corporations in Today's Environment with Arjun Saraf (CPA, CA, EMD) 55:54

12d ago55:54

55:54

I'm thrilled to host my friend & colleague, Arjun Saraf (CPA, CA, EMD). We focus on Mortgage Investment Corporations, with a focus on understanding the challenges in the current environment & key considerations when navigating this investment strategy. Discussion points: - Arjun's professional background (5:33) - Quick overview on New Haven's MIC (…

1
Tim Holland - The Election and Your Money 35:48

12d ago35:48

35:48

Tune in to hear: How should we think about the “presidential election cycle pattern” as a forecasting tool? Does it have much merit and how is it playing out so far in 2024? How should we think about time effects in an election year? Also, what is the trend for election year market performance like as you move through the year? What would Tim tell …

1
WS29 Mindfulness, Meditation, and Procrastination with Dr. Lidia Zylowska, MD. 1:14:58

13d ago1:14:58

1:14:58

We are sponsored by Focused.Space. Co-work virtually. Get more done faster. Use coupon code DAVE to get your first month free — then 25% off every month. Start your day with positivity and a plan. Enjoy the show? ❤️ Please support us: wisesquirrels.com/love Lidia Zylowska, MD, is an associate professor in the Department of Psychiatry and the author…

1
Arqa with Haik Sahakyan | E335 26:38

14d ago26:38

26:38

In this episode of Fintech Impact, host Jason Ferreira welcomes Haik Sahakyan, CEO of Arqa, to delve into the transformative capabilities of artificial intelligence in the financial advisory sector. They explore Arqa's innovative approach to extracting and utilizing data from static forms like PDFs, revolutionizing how financial advisors access and…

1
"Its Time To Respect Belal's Game!!" | Aljo's Reaction To UFC 304 33:08

14d ago33:08

33:08

In this video, Aljo breaks down the impressive performances of Belal Muhammad in the UFC, emphasizing his growth and success. Aljo highlights Belal's evolution. Despite facing early criticism in his career, Belal's current skill level and strategic fighting style, including his aggressive approach and effective takedowns, deserve recognition. He al…

1
Heidi Sorensen, 27-year holistic breast cancer thriver on juicing, raw food and forgiveness 1:07:35

16d ago1:07:35

1:07:35

Show notes and links: https://www.chrisbeatcancer.com/heidi-sorensen-27-year-holistic-breast-cancer-thriver-on-juicing-raw-food-and-forgiveness/

1
Brand Evangelism with Diana Cabrices | E334 26:00

21d ago26:00

26:00

In this episode of Fintech Impact, Jason Pereira interviews Diana Cabrices, Founder of Diana Cabrices Consulting. Known as the chief hype woman of the Fintech industry in the US, Diana discusses her role in amplifying brands through creative marketing, storytelling, and brand evangelism. The episode provides insightful guidance on how Fintech compa…

1
Do Awards Matter? with Sarah Elson 32:16

25d ago32:16

32:16

In this episode of That NextGen Planners Podcast hosts Amelia, Taylor and Clara chat with Sarah Elson co-founder of Berry and Oak. Here they dive into detail about; whether awards are fair, what awards should exist and some tips for winning. Join our community: www.nextgenplanners.co.uk

1
Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management 35:30

26d ago35:30

35:30

Tune in to hear: What can Elton John’s stage name teach advisors about how to make and set goals? What can Weezer teach advisors about workflows? What is the DICE acronym that can help advisors create a process around their practice? How can advisors find a partner best suited for their practice and how can this power growth? Also, how should advis…

1
Dr. Christine Salter on healing cancer with integrative therapies 1:13:02

27d ago1:13:02

1:13:02

Show notes and links: https://www.chrisbeatcancer.com/dr-christine-salter-on-healing-cancer-with-integrative-therapies/

1
WS28 Gender Disparities, Coping Strategies, and Managing Late Diagnosed ADHD with Dr. Kathleen Nadeu, PhD. 1:00:07

27d ago1:00:07

1:00:07

Let's co-work together LIVE tomorrow, July 17 & 18, on Focused.Space. Use coupon code DAVE to get your first month free — then 25% off every month after. We thank Focused Space for their sponsorship. Enjoy the show? ❤️ Please support us: wisesquirrels.com/love Get the free ADHD assessment, leave audio or text comments, read articles, receive resour…

1
Potomac Fund Management with Manish Khatta | E333 28:44

28d ago28:44

28:44

In this episode of Fintech Impact, Jason invites Manish Khatta, CEO of Potomac Fund Management, for an in-depth conversation. Unlike the usual Fintech discussions, this episode sheds light on the unique experience of solving technology challenges from within. Manish shares his journey of developing custom tech solutions, navigating partnerships, an…

1
How to Shift Left on Security 36:03

30d ago36:03

36:03

Max Tykhenko, Security Architect from IBM joins the podcast to talk about: What are the attack surfaces that most people don't think about enough? How has the security landscape changed over the last few years in terms of threat detection. How vulnerable are we than how we were 10 years ago? We all know what shift left generally means, but what doe…

1
Dissecting Health Spending Accounts (HSAs) with Justin Manning 47:07

1M ago47:07

47:07

Today I'm excited to host Justin Manning, a licensed life & health insurance broker from BC, to talk about a topic I've been getting many questions on lately: Health Spending Accounts, HSAs. Discussion Points: - Justin's background (4:05) - What is an HSA/PHSP (4:45) - HSA eligibility (5:42) - Who could benefit from an HSA? (9:45) - What services a…

1
Phil Bray - Effective Marketing in a Noisy World 47:47

1M ago47:47

47:47

Tune in to hear: How did Phil pivot from a financial advisor position to roles focused on marketing? Why is a clearly established marketing strategy so critical as a starting point and what does this look like, practically? How important is it to have an affinity for, or direct tie with, the niche client group you may serve (e.g. first responders o…

1
Centenarian cancer survivor, Mike Fremont, on healing and longevity 18:09

1M ago18:09

18:09

Show notes and links: https://www.chrisbeatcancer.com/centenarian-cancer-survivor-mike-fremont-on-healing-and-longevity/

1
Financial Designs with Rick Scruggs | E332 28:43

1M ago28:43

28:43

In this episode of Fintech Impact, Jason Pereira interviews Rick Scruggs, the CEO and founder of Financial Designs. The dialogue primarily explores how successful advisors can scale their practices by not only enriching their value proposition to clients but also integrating technology to enhance the delivery of their services. Rick's vast experien…

1
Meet the Hosts with Taylor Beavis 25:33

1M ago25:33

25:33

In this episode of the brand new That NextGen Planners Podcast meet one of the two brand new co-hosts. First up is Taylor Beavis. Amelia and Clara chat to Taylor about who he is, what he does and why he does it. Join our community: www.nextgenplanners.co.uk

1
Meet the Hosts with Clara Metcalfe 21:35

1M ago21:35

21:35

In this double release for the new That NextGen Planners Podcast we meet our other brilliant co-host Clara Metcalfe Amelia and Taylor chat to Clara about who she is, what she does and why she does it. Join our community: www.nextgenplanners.co.uk

1
Employee Ownership Trusts Revisited with Jon Shell | E120 32:17

1M ago32:17

32:17

In this episode, Jason talks to Jon Shell about the advent of employee ownership trusts in Canada, a game-changing legislation that addresses previous concerns and paves the way for a more inclusive and equitable business ownership structure. Through a deep dive into the intricacies of this model, listeners are offered a comprehensive understanding…

1
Andy Baxley - The Power of Financial Purpose 43:21

1M ago43:21

43:21

Tune in to hear: Why do humans seem to have such limited access to understanding what they want, from a financial perspective? Andy believes that the ethos of financial planning is the marriage of capital and purpose. What, specifically, does he mean by this and why does he think it is so critical? Should we try to expand our clients’ notion of cap…

1
WS27 Loneliness, Personality Spectrums, and Entrepreneurship with Jennifer Raphael. 50:17

1M ago50:17

50:17

Click this link https://wisesquirrels.com/focusedspace to try Focused Space and support our podcast. Thank you. We are sponsored by Focused.Space. Co-work virtually. Get more done faster. Use coupon code DAVE to get your first month free — and then 25% off every month after. Start your day with positivity and a plan. Enjoy the show? ❤️ Please suppo…

1
RISR with Jason Early | E331 30:59

1M ago30:59

30:59

In this episode of Fintech Impact, Jason interviews Jason Early, the founder and CEO of RISR. Their discussion revolves around how RISR is innovating the way financial advisors interact with and provide value to business owners, aiming to maximize the potential of their businesses. They delve into the challenges and solutions in advising business o…

1
Getting into GitOps with Fred Harper, Principal Developer Advocate, kubefirst.io 38:35

1M ago38:35

38:35

Frederic Harper, Principal Developer Advocate, from kubefirst.io joins the podcast to dive into GitOps. We discuss: - What is GitOps? - How GitOps can help orgs manage their infrastructure - How to get started - Secrets management - Monorepos You can follow Fred here: https://twitter.com/fharper YouTube: https://bit.ly/3Xfv2bp Apple Podcasts: https…

1
ROffice with Andrew Evans | E119 24:02

2M ago24:02

24:02

In this episode, Jason Pereira discusses the world of virtual assistants for financial advisors, featuring insights from Andrew Evans, Founder of ROffice. Through their conversation, listeners gain valuable knowledge on how virtual assistants can revolutionize the way financial advisors operate, ensuring efficiency and effective client service. Thi…

1
Using Tech Smartly in Financial Planning with Adam Owen 33:47

2M ago33:47

33:47

In this episode of the NextGen Planners TechStack ® Podcast, Francois du Toit chats with Adam Owen. Here they discuss; the ever-evolving landscape of financial planning, the increasing role of AI in content production and the importance of mindful technology use. Discover the NextGen Planners TechStack ® 👉 nextgenplanners.co.uk/tech-stack…

1
Lydia with Brian Portnoy and Andrew Smith Lewis | E330 41:40

2M ago41:40

41:40

In this insightful episode of Fintech Impact, Jason engages with Brian Portnoy and Andrew Smith Lewis, pioneers behind Lydia, a groundbreaking venture that marries behavioral finance and artificial intelligence. This dialogue explores how Lydia is set to revolutionize the way financial advisors interact with clients, making the advisory process mor…

1
DFM Dynamics with Peter Clark 41:34

2M ago41:34

41:34

In this episode of the NextGen Planners Podcast Amelia talks with the CEO of Bentley Reid, Peter Clark. Here they discuss; the DFM landscape right now, the evolution of client expectations and the role of technology. Join our community: www.nextgenplanners.co.uk

1
Re-examining pension plans for professionals with Jason Pereira 58:33

2M ago58:33

58:33

Today I'm thrilled to welcome Jason Pereira, award winning financial planner to the show to re-explore pension plans for professionals. The focus is on the IPP, the individual pension plan. Discussion Points: - Individual Pension Plan (IPP) overview (2:40) - Jason's background (5:25) - key definitions - defined benefit (DB) & defined contribution (…

1
Nuala Wash - Ten Steps to Better Decision Making 59:15

2M ago59:15

59:15

Tune in to hear: What drove Nuala to write her new book, Tune In: How to Make Smarter Decisions in a Noisy World ? In her book, Nuala talks about four factors that amplify the risk of noise, obscuring our ability to arrive at the truth. What are these factors and why are they so important? How do we overcome the very entrenched obstacles we face wh…

1
Leveraging AI for Business Success: Insights from AI expert Verena Weber 37:32

2M ago37:32

37:32

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Verena Weber, an accomplished consultant with a rich background in statistics and artificial intelligence. Here they talk about the role of AI agents and large language models, the potential of Microsoft's Copilot technology and the balance between human oversight …

1
WS26 ADHD Food and Diet and a 6,000-Mile Bike Ride with Julie Saad. 1:03:14

2M ago1:03:14

1:03:14

We are sponsored by Focused.Space. Co-work virtually. Get more done, faster. Use coupon code DAVE to get your first month free — and then 25% off every month after. Start your day with positivity and a plan. Enjoy the show? ❤️ Please support us: wisesquirrels.com/love Get the free ADHD assessment, leave audio or text comments, read articles, receiv…

1
Dr. Chadi Nabhan - Expert witness against Monsanto in the Roundup cancer trials 54:46

2M ago54:46

54:46

Show notes and links: https://www.chrisbeatcancer.com/dr-chadi-nabhan-expert-witness-against-monsanto-in-the-roundup-cancer-trials/

1
Taiko with Chris Horvath | E329 17:38

2M ago17:38

17:38

In this episode of Fintech Impact, Jason interviews Chris, the Managing Director of Taiko Advisor. Taiko Advisor, powered by its parent company Taiber Kosmala and Associates, leverages institutional research and technology to offer bespoke investment solutions through an OCIO (Outsourced Chief Investment Officer) model. The conversation delves into…

1
Focus to Scale: Amplifying XP Practices with Elisabeth Hendrickson 39:57

2M ago39:57

39:57

Elisabeth Hendrickson, author of the hugely impactful book, Explore It! joins the podcast to talk - How the Explore It! text came to be - What is it about testing that tends to make it a gate rather than part of development - How we can scale XP practices - Importance of focus and how XP helps achieve it. - How to deal with resistance when introduc…

1
Shawn Sparks - The Advisor Transformation 51:14

2M ago51:14

51:14

Tune in to hear: What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation? What distinction does Shawn draw between success and significance? How does Shawn bring vision into his work at Triad in a way that better synthesizes work and life? What is Martin Seligman’s PERMA Model and what can we…

1
Future-Proofing Financial Planning with Fintech Expert Jason Pereira 40:05

2M ago40:05

40:05

In this episode of the NextGen Planners TechStack ® Podcast, Adam Carolan chats with Jason Pereira, a visionary in financial planning, regulation, and fintech advocacy in Canada. Here they chat about technological innovations reshaping the financial planning landscape, the potential of artificial intelligence, and the importance of clean, rich data…

1
Practice Intel with Tom Rieman | E328 32:00

2M ago32:00

32:00

In this episode of Fintech Impact, Jason talks to Tom Rieman, CEO and founding partner of Practice Intel. Practice Intel is a platform that leverages a data-driven approach to aid advisors in understanding and expanding the organic growth of their businesses. Through detailed insights into their operational effectiveness and the impact of their adv…

1
"LET THE FIGHTERS FIGHT!!" | Aljamain Sterling Reviews Jason Herzog's Early Stoppage 17:14

2M ago17:14

17:14

Jared Cannonier vs. Nassourdine Imavov was the headliner at UFC Louisville and there was a very controversial stoppage in this fight. Aljo gives his opinion on this fight and the other fights at this event. Check out Nerd Focus, the Official show sponsor! www.nerdfocus.com Support the channel by purchasing official merch here! https://www.AljamainS…

Podcasts Worth a Listen

Jason Pereira Podcasts

Podcasts Worth a Listen

Quick Reference Guide