The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts
Technology promises speed and clarity, yet frustration keeps showing up instead. Many firms buy tools expecting instant results, only to find the real challenges start after launch.
In this episode of The WealthStack Podcast, host Shannon Rosic speaks with Jason Pereira, senior partner and financial planner at Woodgate Financial, about what actually broke in wealthtech adoption this year. They unpack why most failures are human, not technical, how unrealistic expectations derail implementation and why AI often complicates workflows before helping.
They also explore where AI truly adds value, why surface-level integrations fall short, and what advisors should focus on before buying the next shiny tool.
Key takeaways:
- Why most tech “fails” at the human level
- The rise and risks of vibe coding and DIY tools
- AI’s real wins and painful misfires in 2025
- The danger of treating complex tools like plug-and-play appliances
- What advisors should actually do heading into 2026
Resources:
- Listen to WealthStack on WealthManagement.com
- Subscribe and listen to WealthStack on Apple Podcasts
- Subscribe and listen to WealthStack on Spotify
Connect with Shannon Rosic:
Connect with Jason Pereira:
About Our Guest:
Jason Pereira is a financial planner who has lived and breathed financial planning for over 20 years. Over that time, he has become a recognized writer, commentator, speaker, podcaster, teacher, and voice in financial planning, practice management, and fintech. He has earned two degrees, nine professional designations, been nominated for or received more than 30 industry awards, and produced over 750 articles, podcasts, and interviews. JasonPereira.ca serves as his platform for sharing the insights, perspectives, and lessons he has gathered throughout his career.
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