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Fintech Impact

Jason Pereira

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Fintech Impact is an exploration of the fintech world where we interview different fintech entrepreneurs about what they do, their story, and what their impact is on consumers, incumbents, and the industry is as a whole. Hosted on Acast. See acast.com/privacy for more information.
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Business owners live complex lives. You have traded the stability of working for someone else, for the uncertainty of controlling our own destiny. Whether you are starting your own business, scaling it, or planning your exit, you face challenges that the average person never has to face. Ensuring that you make the most of your business means not just being the best at what you do, but figuring out all the other complexities that come with it, and that will mean finding people that will help ...
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NextGen Planners

NextGen Planners

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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.
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Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, hold ...
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Remember The Show

Belal Muhammad, Cody Merrow, Jason Anik

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"Remember the Show" - The MMA Gameshow hosted by UFC Champion Belal Muhammad and Jason Anik from UFC Fight Pass, featuring weekly guests, random fan shows, and Bully's Bicks aka weekly UFC picks hitting over 60%.
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Jon Anik and Kenny Florian talk MMA, sports, pop culture, and whatever else they can think of. Join Anik and "Ken-Flo" as they break down the latest on-goings in the UFC, take listener calls, and interview personalities from all over the world.
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"What are ADHD symptoms in adults? Do I have ADHD? Yes, I do. It only took 50 years to find out." Hit + Follow, and don't panic - we've got this! Join late-diagnosed Chief Wise Squirrel Dave Delaney as he speaks with ADHD experts about everything from ADHD symptoms to challenges, tools, and solutions with inspiring stories to help you along your ADHD journey. Find a free ADHD test, tips, articles, and more at wisesquirrels.com. Discovering you have ADHD can be shocking and scary. ADHD Wise S ...
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A podcast about healing and preventing cancer with nutrition & natural therapies, and living life with joy and purpose! I was diagnosed with stage IIIC colon cancer in 2003, at 26 years old. I had surgery but refused chemotherapy. I chose faith over fear, changed my entire life, and used hardcore nutrition and natural therapies to heal. My doctor told me I was "Insane", but he was wrong. :) Today I am a best-selling author, blogger, global health & cancer coach, and speaker. My site (chrisbe ...
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"The Weekly Scraps" by Aljamain Sterling, is your Go-To Source for Fight Breakdowns, Fight Recaps, the Life of a Fighter, Technique Insights, Training Tips, Interviews...all brought to you by The Funkmaster himself! Tune-in to know "What's Scrappening" in the MMA Universe! Coming at you from Long Island, New York, Every Wednesday!
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In this episode of Fintech Impact, host Jason hosts Tanmai Sharma, the CEO and Founder of Collation.AI. The discussion revolves around how Collation.AI addresses the pervasive issue of data integration challenges within financial services through AI-driven solutions. By focusing on creating a centralized data warehouse and utilizing AI chatbots for…
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UFC Vegas 97 Picks with Brian Petrie, Burns vs Brady Breakdown + Early UFC 306 Thoughts | A&F.510 #UFCVegas97 Picks EP. 510 — Check out our Anik & Florian Merch on jonanik.com ON TODAY'S SHOW - Times Approx. When Live (00:00:00) - OPENING - #ANIKFLORIANPODCAST (00:11:40) - DRAFTKINGS OFFER (00:13:41) - PRO-NUN-CI-A-TION OF THE WEEK (00:17:42) - MAI…
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EP. 509 — Check out our Anik & Florian Merch on jonanik.com ON TODAY'S SHOW - TIMES APPROX. WHEN LIVE (00:01:00) - OPENING - #ANIKFLORIANPODCAST (00:02:05) - HEADLINES with @Jon_Anik & @Kenny Florian + Belal Muhammad // - Presented by Jose Cuervo - @josecuervo / @josecuervotequila (00:15:25) - Presented by Jose Cuervo - @josecuervo / @josecuervoteq…
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In this episode, Jason Pereira interviews Jim Sinai of Vanilla, an innovative platform changing how advisors and clients engage in estate planning. Vanilla simplifies the estate planning process, making it more accessible and meaningful by integrating technology to facilitate conversations around legacy and wealth distribution. The discussion cover…
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In this episode of That NextGen Planners Podcast, we chat with the awesome Nila Mistry, who runs Prosperity Life Planning. We chat about the difference between financial advice and financial planning, how to grow a financial planning business that focuses on life planning, and tips for being a great financial life planner. Join our community: www.n…
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MMA Legend Burt Watson & TUF Winner Mairon Santos + Jones, Miocic, Aspinall Talk with Anik & Florian | A&F.508 #UFCVegas96 Recap // Interviews EP. 508 — Check out our Anik & Florian Merch on jonanik.com ON TODAY'S SHOW - Times Approx. When Live (00:00:00) - OPENING - #ANIKFLORIANPODCAST (00:10:28) - TUF Winner & UFC Signee Mairon Santos (@mairon.sa…
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👉 Today. Nathalie Chénard is an ADHD coach and sleep expert at nathaliechenardcoaching.com 📌 Episode show notes, including links, an ADHD test, an executive functioning skills assessment, articles, resources, and more, are available at wisesquirrels.com. ❤️ Love the show? We love you, too. Visit wisesquirrels.com/love. ⭐ Your kind rating and review…
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In this episode, we dive deep into the world of compliance and archiving with Larry Shumbres, CEO, and founder of Archive Intel. Archive Intel leverages AI to revolutionize the way businesses handle compliance, offering a singular platform to manage and mitigate risks effectively. We explore the challenges and opportunities in the sector, the role …
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🔴 UFC Vegas 96 Recap, Guest Damon Jackson + Noche UFC with Ray Longo - Anik & Florian on Borralho, Ricci, Morales, GM3, Cong, Reese & More EP. 507 — Check out our Anik & Florian Merch on jonanik.com ON TODAY'S SHOW (00:00:00) - OPENING - #ANIKFLORIANPODCAST (00:05:05) - HEADLINES with @Jon_Anik & @Kenny Florian - Presented by Jose Cuervo - @josecue…
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Mark Halpern (CFP, TEP, MFA-P) is one of the top voices in tax efficient philanthropy in Canada. Earlier this year, Mark interviewed me on the reasons to give, and I came up with 4 reasons important to me that I hope you will find useful. Discussion Points: - my background & journey (3:00) - the journey of beyond MD (6:02) - how my interest in phil…
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🔴 UFC 305 Recap with RJ Clifford, Oban Elliott & Ray Longo + UFC Vegas 96 Bets | A&F.506 #UFC305 Recap // #UFCVegas96 Picks EP. 506 — Check out our Anik & Florian Merch on jonanik.com ON TODAY'S SHOW - Times Approx. When Live (00:00:00) - OPENING - #ANIKFLORIANPODCAST (00:03:05) - HEADLINES with @Jon_Anik & @Kenny Florian - Presented by Jose Cuervo…
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UFC 305 Preview + Kamaru Usman Comments - Belal Muhammad & Jason Anik | RTS. 134 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 Fight Pass' own Jason Anik. Let u…
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In this episode of That NextGen Planners Podcast, we chat with Chief Designer at docVinci and Head of Marketing at NextGen Planners, Dan Graham. We chat about lots of topics including building a world class client experience, the importance of brand and standing out, marketing, personal brand, AI and much, much more! 🙌…
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👉 Today. Doctor Todd Love is a licensed mental health clinician and ADHD coach. 📌 Episode show notes, including links, an ADHD test, an executive functioning skills assessment, articles, resources, and more, are available at wisesquirrels.com. ❤️ Love the show? We love you, too. Visit wisesquirrels.com/love. ⭐ Your kind rating and review help new l…
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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…
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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…
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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…
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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…
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ON TODAY'S SHOW - Times Approx. When Live (00:00:00) - OPENING - #ANIKFLORIANPODCAST (00:02:25) - HEADLINES with @Jon_Anik & @Kenny Florian - Presented by Jose Cuervo - @josecuervo / @josecuervotequila (00:27:27) - RAY LONGO MINUTE: Starring @RAYLONGOMMA (00:52:07) - RAY OUT - More (01:18:27) - MICHAEL CHIESA after a massive win on #UFConABC7 (01:3…
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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 …
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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…
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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…
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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 (…
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👉 Today. Lidia Zylowska, MD, is an associate professor in the Department of Psychiatry and the author of Mindfulness Prescription for Adult ADHD and Mindfulness for Adult ADHD - A Clinician’s Guide. 📌 Episode show notes, including links, an ADHD test, an executive functioning skills assessment, articles, resources, and more, are available at wisesq…
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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…
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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…
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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…
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👉 Today. Kathleen Nadeau, PhD, founder of The Chesapeake Center, an internationally recognized authority on ADHD. She is a frequent lecturer both in the United States and abroad and provides professional training seminars on ADHD-related topics. 📌 Episode show notes, including links, an ADHD test, an executive functioning skills assessment, article…
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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…
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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…
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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…
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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…
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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…
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👉 Today. Jennifer Raphael, founder of Less-Stress Organizing Solutions. Jennifer is a Certified Neurodiversity Coach, Certified Professional Organizer, and Registered Nurse. 📌 Episode show notes, including links, an ADHD test, an executive functioning skills assessment, articles, resources, and more, are available at wisesquirrels.com. ❤️ Love the …
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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…
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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…
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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…
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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…
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EP. 496 — Check out our Anik & Florian Merch on jonanik.com Anik & Florian are right back at you LIVE from the Virgin Hotel & Casino penthouse courtesy of our man ‘Big’ Ron Pellegrino as we have 10 toes down in Las Vegas for the whole squad for UFC 303 and International Fight Week. Before we get into that, we discuss the fight that was to take plac…
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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…
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EP. 495 — Check out our Anik & Florian Merch on jonanik.com Anik & Florian are back with you LIVE from LAS VEGAS to recap the epic UFC Saudi Arabia card thanks to His Excellency Turki Alalshikh, which featured the resurrection of “The Reaper” Robert Whittaker, aka “Bobby Knuckles” as well as standout performances from Volkan Oezdemir, Alexander Vol…
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