CFP vs. ChatGPT - Retirement Knowledge Put To The Test! скачать в хорошем качестве

CFP vs. ChatGPT - Retirement Knowledge Put To The Test!

We're putting ChatGPT to the test to answer the questions, "How well does AI understand retirement planning?" Can it explain guardrails, Roth conversions, or healthcare strategies the way a real advisor can? This episode flips the script—Ari quizzes ChatGPT on the retirement terms he’s coined and commonly uses with clients, including the “superhero account,” “qualified rich, cash poor,” and “cauliflower planning.” The result? Part education, part entertainment, and full of teachable moments. More than just a fun test, this video shows how thoughtful planning still requires human judgment, even in the age of AI. Whether you're 10 years out or already retired, this walkthrough helps you think smarter about the decisions that matter most. Interested in a custom strategy to retire early? → https://www.rootfinancial.com/start-h... Get access to the same software I use in my videos and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/ear... –––––––––––––––––––––––––––––– Time Stamp 00:00 - ChatGPT Challenge 01:45 - Going Over Guardrails Approach 03:40 - "Superhero" Account 06:10 - Cauliflower Planning 07:37 - Case Study 10:08 - Back to Cauliflower 13:40 - ChatGPT on Early Retirement Tips 16:30 - ChatGPT's "Opinion" on Ari & Root 22:10 - Final Thoughts & Disclaimer –––––––––––––––––––––––––––––– PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM -   / earlyretirementari   LINKEDIN -   / aritaublieb   What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Chief Growth Officer of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.