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jasonpereira.bsky.social
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Episode #11 is out now! Our guest this episode is Robb Engen—creator of the Canadian personal finance blog @boomerandecho.bsky.social and advice-only financial planner based in Lethbridge, AB. Check it out now on our website, YouTube, and all other podcasting platforms.

submitted 8 hours ago • 0 comments

Tax time is here, and if you are an American living in Canada you're filing in two countries. Don't is this update on the state of US/Canadian cross-border taxation youtu.be/SxRuuGoOB28?...

submitted 10 days ago • 0 comments

3 out of every 1,000 investors is expect to outperform the broad market index return by more than 3x the standard deviation of investor outcomes. This doesn’t mean they are skilled. This is the expected outcome of a random distribution.

submitted 20 days ago • 0 comments

Citing national security concerns that the CCP may have built a backdoor, lawmakers are now pushing to immediately ban the Chinese chatbot DeepSeek on government devices.

submitted 31 days ago • 17 comments

🎙️ Exciting news! 🌟 My podcast is back! Join me and bestselling author Dr. Daniel Crosby as we explore "The Soul of Wealth" and the stories that shape our financial outlook. Watch now on YouTube! youtu.be/ecSzpATfJyU

submitted 32 days ago • 0 comments

Wall Street on tariff policy:

submitted 36 days ago • 13 comments

submitted 39 days ago • 4 comments

So about last week...

submitted 42 days ago • 0 comments

Canadian advisors argue with me that regulators should be responsible for certifying AdvisorTech solutions so that it's less work for the advisor to figure out what tech to use and understand neither technology nor regulation.

submitted 45 days ago • 1 comment

A big thanks goes out to Ben Johnson and Juliue Willoughby of Morningstar for having me on to talk all things tech, AI, and the future of the industry. www.morningstar.com/business/ins...

submitted 59 days ago • 0 comments

I'm being told that the way the laws work in Canada, the Feds can make unilateral decisions to collect revenue without legislation. Therefore, CRA will be applying the new Capital Gains Tax after all, despite the bill not being passed.

submitted 62 days ago • 0 comments

LeBron Pressures Bronny To Have Grandchildren Before He’s Too Old To Play With Them In NBA theonion.com/lebron-press...

submitted 62 days ago • 95 comments

Someone should make a reverse Ted Lasso, where a magical english soccer coach rescues a college football team.

submitted 64 days ago • 1 comment

Missed a deadline for one of your RRSP, TFSA, FHSA, RESP, or RDSP accounts? It’s not the end of the world because these accounts all have carry-forward provisions you should know about. Here is a quick 🧵 explaining how the room and carry-forwards work 👇

submitted 64 days ago • 1 comment

Careful with your TFSA contributions. Over-contributions are penalized at a rate of 1%/month! That’s equivalent to credit card interest charges. Unlike RRSPs where the first 2k over contributed doesn’t attract penalties, the TFSA penalties start from the first dollar over! #tfsa

submitted 65 days ago • 0 comments

TFSA room warning: If logging into the CRA portal to check your TFSA room early in the year, you CANNOT trust the number given. They even warn you not to.

submitted 65 days ago • 1 comment

Noticing a serious lack of CPP haters on this platform relative to X. It’s refreshing.

submitted 65 days ago • 1 comment

Friendly reminder to all who have spousal/prescribed rate loans outstanding: You have until Jan 30th to make your interest payments!

submitted 66 days ago • 0 comments

It's a new year, but based on posts that are already floating around, I thought it best to remind everyone that the following things are not scams: - CPP - RRSPs/RIFFs - TFSAs - FHSAs - RESPs - RDSPs Please ignore all who claim they are.

submitted 66 days ago • 1 comment