Can AI Really Replace Human Financial Guidance? скачать в хорошем качестве

Can AI Really Replace Human Financial Guidance?

Join us this episode as Dennis O’Keefe outlines the ways AI tools are being used in financial planning and where they currently fall short. He explains how automated systems process information, where they provide efficiency, and the limitations that appear when personal context or situational nuance is required. Dennis also describes the differences between automated platforms, large national firms, and independent fiduciary advisors, focusing on how each model approaches service and decision support. Key takeaways: • AI can help organize data and handle defined tasks, but it does not interpret personal context or long-term considerations. • Large firms provide structure, yet personalization may vary depending on how their service models are designed. • Independent advisors may identify risks or opportunities that automated systems do not detect. • Retirees should consider what level of support they want when evaluating technology-based planning tools. • And more! Connect with Dennis O'Keefe: https://www.successfulmoney.com/ dennis@successfulmoney.com (508) 730-2300 LinkedIn - Dennis O'Keefe:   / dennisokeefe-   LinkedIn - Successful Money Strategies, Inc:   / successful-money-strategies-inc.   Facebook - Successful Money Strategies, Inc:   / successfulmoneystrategies   Instagram - Successful Money Strategies, Inc:   / successfulmoneystrategies   YouTube: Your Successful Retirement Podcast:    / @successfulretirementpodcast   All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.