Artificial intelligence can explain an investment, compare retirement strategies, and produce a financial projection in seconds. If it can do all that, what are you paying a financial advisor to do?
A quick answer can be useful, but a retirement decision depends on the details behind it. Spending, taxes, healthcare, family needs, and your response to a market downturn can all change what makes sense for you. How can you tell whether an AI recommendation has considered the full picture?
In this episode of Coasting in Retirement, Josh Null and Michelle Lee Melton-Null discuss what AI is changing in wealth management. They consider where it can help investors and advisors, what clients should expect from a human advisor, and why a confident answer still deserves a closer look.
They also discuss privacy, AI-generated scams, and investment funds that use AI to pick stocks, looking ahead to what this technology could mean for jobs and everyday life. Could AI make financial advice better, more accessible, or simply different? Listen to the full episode to hear Josh and Michelle tackle these questions and more.
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