Description

Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities.

While technological advancements undoubtedly bring positive changes to the financial industry, it's crucial to acknowledge their limitations. For example, while robo-advisors and online calculators are convenient and easily accessible, they lack the personalized insight and emotional support a human can provide. Tune in as Trent and Brandon highlight some of these advantages and drawbacks so that you can leverage these tools effectively.  

Here’s some of what we discuss in this episode:

• Google is great for general information, but can easily become overwhelming in the decision-making process
• The rise of robo-advisors + many individual’s preference for human interaction in financial advising
• Being careful with online calculators and cable channels dedicated to financial and economic news
• Getting a second opinion on the financial advice you see on social media platforms
• The potential risks of relying solely on digital estate planning services

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260