Financial planners and AI tools can coexist to provide better service, with each bringing different strengths to the financial planning process. In this episode Jess and Brandon discuss the rise of robo-advisors and how they compare (and don’t) to comprehensive financial planning.
In this episode we discuss:
• How AI excels at portfolio management
• How budgeting apps use AI to categorize transactions and provide spending insights
• How comprehensive financial planning differs from simple investment management
• How AI and humans can work together to enhance services
• Robo-advisor fees versus human advisors
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Head over to our YouTube channel to catch this episode in full video form.
Apply to be a guest on the show.
You can also email us at: thesugardaddypodcast@gmail.com
Connect with us on Instagram
We’re most active over at @thesugardaddypodcast
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Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.
