//podcastplus.net/feed/jason-pereiras-likes~7f70f44b A feed of podcast episodes liked by Jason Pereira on Breaker. Fri, 14 Aug 2026 01:57:08 +0000 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5ce336e0732740c322288132.mp3 Turning Wellness into Financial Savings with Om Suthar of SQRL In this 70th episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host conducts an interview with Om Suthar, Founder of SQRL. SQRL is a company that combines fitness tracking, behavioral finance, and insurance into one product that services and encourages workplace wellness. During the course of the discussion, Om Suthar offers information about how vital wellness is from a productivity and insurance level and how SQRL is impacting within their unique convergence of these spaces. Episode Highlights: 00:42–  Om Suthar introduces himself and explains SQRL. 00:56: – What was the impetus for Om to start SQRL? 03:00: – How does the SQRL app work for users? 04:39: – Where has SQRL led Om thus far? 05:47: – How can employers benefit from utilizing the service? 07:21: – How does activity and insurance data converge with SQRL? 08:55: – What a... Tue, 21 May 2019 14:00:13 +0000 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5ce336e0732740c322288132.mp3 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5c82d3a9d7ea29e203a5867d.mp3 Summary: Host Jason Pereira interviews Dave Faulkner, CEO of Razorplan. The two discuss RazorPlan’s easy but comprehensive financial planning system, and Faulkner provides details about its background, development, and benefits. The two also share ideas on the future of financial planning. Show Notes: ● 0:15 - Plan Plus Global Financial Planning Award - Pereira highly suggests competing ● 1:10 - Introduction of Dave Faulkner ● 1:20 - RazorPlan is a comprehensive but simple financial planning system ● 2:00 - Faulkner gives some historical background ● 4:50 - RazorPlan focuses on cash flow at retirement and goals-based prior to retirement. ● 5:10 - Faulkner explains why he appreciates the ties between insurance and investments ● 6:05 - Start with the retirement plan ● 7:00 - The two agree that there needs to be some governance on financial planning ● 10:00 - One thing is often missing from a financial plan - minimum rate of return required to meet your goal ● 12:... Tue, 12 Mar 2019 10:00:14 +0000 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5c82d3a9d7ea29e203a5867d.mp3 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5c4e4f30b04c4a7f5fe43a53.mp3 Summary: Jason Pereira, award-winning financial planner, university lecturer, writer, speaks with Stephanie Holmes Winton, Founder and CEO of CacheFlo. CacheFlo is a fintech company focused on giving advisors and clients what they need to manage their cash flows. Built off of psychological proof and Stephanie’s experience helping people manage money, CacheFlo is a real-world approach to helping people change their habits with money and manage their spend holistically. Show Notes: ● 0:45 - CacheFlo is a tech company focused on providing expert level advice and tools to companies to inform them about their cash flow ● 2:51 - The principles Stephanie used to create CacheFlo ● 3:30 - People make good money but didn’t know where the money was going ● 3:45 - The technology Stephanie created gives her clients tools to alter their behavior and create good habits when it comes to money and their cash flow ● 4:45 - How to change the way people spend money ● 6:42 - Why Stephanie decide... Tue, 29 Jan 2019 11:00:01 +0000 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5c4e4f30b04c4a7f5fe43a53.mp3 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5bf2d3f304c1a7977d7ee139.mp3 Summary: During the 44th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, sits with Andrew Ostro, Co-founder and CEO of PolicyMe. Andrew shares how his digital tool, Policy me, is changing the face of life insurance. Jason and Andrew discuss how the tool is streamlining and reinventing an industry that has a bad reputation of customer service and margins Show Notes: ● :30—Introduction of Guest Andrew Ostro, CEO of Policy Me ● 1:00—PolicyMe is a digital life insurance advisor. They allow the customer get the best price for what they need. ● 1:50— Andrew worked as an actuary and within the insurance industry. Insurance is historically technologically behind. ● 3:00—There are some principles of the industry didn ́t influence change. ● 4:20— Agents tend to maximize their revenue rather than focusing on the clients protection. ● 5:00— Meeting with advisors can tend to be a large time suck. Policy Me tries... Tue, 20 Nov 2018 11:00:09 +0000 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5bf2d3f304c1a7977d7ee139.mp3 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5bbbacaaa1756cd311e1b311.mp3 Tue, 09 Oct 2018 10:30:34 +0000 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5bbbacaaa1756cd311e1b311.mp3 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5b79fb2bd4469b8d4697962b.mp3 During this 33th episode of the Fintech Impact podcast, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Johnathan Holland, the Founder and CEO of Curexe, that provides tools for enabling online foreign exchange transactions at reasonable rates—including a new product that will allow users to take payment with Interac.   Time Stamped Show Notes: ●     00:55 – Curexe assists businesses to send and receive money. ●     01:34 – Johnathan Holland started Curexe four years ago. ●     02:59 – He looked at how Canadian banking hadn’t properly connected to                     technology yet. ●  &n... Tue, 21 Aug 2018 11:00:10 +0000 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5b79fb2bd4469b8d4697962b.mp3 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5b646bd8bec390261caaaec9.mp3 In this 31st episode of Fintech Impact, Jason Pereira interviews Kesem Frank, Co-Founder, and COO of Nuco, a company that helps implement blockchain technology for financial service companies—in banking and securities. Kesem will speak about his career in Nuco, the effects of the blockchain, and cryptocurrencies, of which he has his own. ●     01:00: – Kesem started Nuco with two partners: Matthew Spoke and Jin Tu. ●     02:30: – Nuco was faced with the question of serving or building? ●     03:24: – He was working in technology, but went to school for law and business. ●     08:12: – Blockchain adds a new way to validate data. ●     12:09: – Cuts currently take 16-19 days to reconcile where the problem occurred. ●   &n... Tue, 07 Aug 2018 11:00:11 +0000 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5b646bd8bec390261caaaec9.mp3 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5b572b6d902444656966191e.mp3 In this 29th episode of Fintech Impact, Jason Pereira interviews Danish Yusef, the CEO and Co-Founder of Zensurance, a Canadian organization that manages the insurance needs of startups and small businesses.   ●     01:09: – Zensurance helps small business manage and curate their insurance affairs. ●     01:40: – Danish is a software engineer by trade, and worked as a developer at IBM. ●     03:50: – Most people in the insurance industry have grown up in the industry— change is slow. ●     05:15: – These days you can’t buy stock in insurance companies. ●     07:30: – Zensurance is building internal risk models to assess the risk of a business type based on factors like industry, location, and size. ●   ... Tue, 24 Jul 2018 13:36:45 +0000 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5b572b6d902444656966191e.mp3 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5afc75df8d49c83b6ce6c41d.mp3 This is the 18th episode of the Fintech Impact podcast, and Jason Pereira interviews Anthony Stich, the Chief Operating Officer of Advicent, the largest provider of financial software in the world. Anthony shares information reguarding Advicent’s product line which includes NaviPlan, the power of their advancements and influence, and the ways in which they are able to service their clients.   ●  01:06 – Advicent is the financial software developer that created NaviPlan. They                    are in seven countries and on four continents. They also have client portals, advisor dashboard, and API technology. ●     01:31 – They have about 100 enterprise clients, about 60 of which are blue chip clients, and service about 100,000 users. ●&... Thu, 17 May 2018 11:00:39 +0000 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5afc75df8d49c83b6ce6c41d.mp3 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5ae9b2b40f406bec737831cc.mp3 During the 14th episode of Fintech Impact, Jason Pereira, interviews Paolo Sironi, Fintech thought leader and author who currently works at IBM Watson Financial Services at the IBM Industry Academy. Paolo shares information that he has gained about our relationship with money, how it is changing, and the ways in which Fintech plays a role in that relationship. ●01:06: – Paolo Sironi is Italian, splitting his time between Frankfort Germany and Milan Italy. ●01:19 – Through his role at the IBM Watson Financial Services at the IBM Industry Academy, he works with a 100-person team worldwide that engaged in conversations with the Fintech industries. ●03:35 – Paolo began his career in banking as the head of quantitative business management for financial institutions for about 15 years, then moved to Germany in 2008 pushing towards Fintech, and in 2012 IBM brought his Fintech and brought him into their fold. ●10:00 – The global financial crisis demonstrated to a lot of investors that... Thu, 03 May 2018 13:30:00 +0000 https://feeds.acast.com/public/streams/5ab6fe42bb6ddf45527e077e/episodes/5ae9b2b40f406bec737831cc.mp3