Mitlin Money Mindset
The Biggest Misconceptions About Financial Planning with Fiduciary Advisor Jason Pereira
Key Takeaways
- The truth about financial advisors and fiduciary duty
- What most people misunderstand about financial planning
- Why pricing models shouldn’t be one-size-fits-all
- The positive and negative impact of AI on the industr
- Why advisors should embrace digital intimacy
- Work boundaries that protect your family life
Meet the Guest
Jason Pereira
Jason Pereira MBA CFA CFP (Can & US) RFP TEP FP Canada Fellow is a well-known and accomplished financial planner and industry advocate. He is also recognized as one of the leading financial advisor industry thought leaders and speakers on various financial advisor technology-related topics, including digital transformation and practice management, digital engagement, and artificial intelligence. He serves as an advisor to several Advisor Technology startups, consults on issues surrounding digital transformation, and is the host of the Fintech Impact Podcast, where he has interviewed over 400 fintech founders, executives, and thought leaders in the space.
Show Notes
The most common myth about financial advisors? That they’re required to work in your best interest.
In this episode, fiduciary advisor Jason Pereira helps us break down the difference between a financial advisor and a fiduciary advisor. You’ll learn what financial planning looks like beyond investing, the risks of relying on AI for financial advice, and how he’s fighting for more transparency and accountability in the industry.
Resources
Sending your child to college will always be emotional but are you financially ready?
Doing your taxes might not be enJOYable but being more organized can make the process less painful.
Will you be able to enJOY the Retirement you envision?
About the Podcast
Welcome to Mitlin Money Mindset®️! With your host, Larry Sprung, CFP®️, Founder and Wealth Advisor at Mitlin Financial Inc®️. With over 20 years of experience as an entrepreneur in the financial services industry, Larry thrives to help you achieve your goals while finding JOY in the journey.
Each week, he’ll go deep with engaging guests who provide tangible takeaways and a whole lot of JOY along the way. Here, we don’t just talk about money; we celebrate it as a catalyst for JOY and possibility. Whether you’re saving for the future, planning your next big adventure, or just looking to add some spark to your daily money management, you’re in the right place.
We hope you enJOY these conversations as much as Larry enJOYed having them. And remember to ask yourself, what did you do today that brought you joy?®️