The Future of Financial Advising: AI Meets Human Insight cover art

The Future of Financial Advising: AI Meets Human Insight

The Future of Financial Advising: AI Meets Human Insight

Listen for free

View show details

About this listen

In this episode of Money Moves, the hosts, Josh McEachin and Jared Garfield explore the intersection of artificial intelligence and retirement planning. They discuss how AI is currently being utilized in financial services, its advantages and limitations, and the importance of maintaining a human touch in financial advising. The conversation also addresses common retirement myths, the transition from accumulation to decumulation, and real-life scenarios that retirees may face. The episode emphasizes the need for a comprehensive retirement plan that incorporates both technology and personal insights.

If you have questions about your own retirement call Josh & Jared with Seven Figure Solution

800-837-7393 or click here to visit our website.

Retirement, Planning, Savings, 401K, IRA, Taxes, Social Security, Healthcare,

See omnystudio.com/listener for privacy information.

No reviews yet