Broker Check
The Wealth Planning Podcast - Season 3 Ep. 4 - AI is your new financial advisor... Or is it?

The Wealth Planning Podcast - Season 3 Ep. 4 - AI is your new financial advisor... Or is it?

July 24, 2026

Artificial Intelligence is rapidly gaining use in all areas of life today, and many people are turning to AI applications to help them make financial decisions. In this episode, we discuss the benefits and drawbacks of using AI in the financial planning process.

We tackle such questions as:

  • Can AI really replace financial advisors?
  • Is it safer than taking advice from social media, or other mass media outlets?
  • What financial decisions should never be outsourced to AI?

Click Here to Listen