In episode 24 of Building Wealthy Habits, we discuss the topic of innovation, specifically focusing on the impact of artificial intelligence (AI) on personal finance. We weigh potential benefits and concerns surrounding AI in various industries and highlight the importance of trust and the human factor in financial planning, emphasizing the need for a personalized approach that takes into account the dynamic nature of individuals' lives.
Reach out at contact@tricordadvisors.com
This week on Building Wealthy Habits:
00:00 Introduction and Opinions on the Cybertruck
02:49 The Impact of AI on Personal Finance
09:41 The Benefits and Concerns of AI
13:13 AI in Fraud Detection and Data Compilation
20:25 The Role of Human Financial Advisors
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: Laura@tricordadvisors.com
