Episode 24 – AI and Financial


Dive into the future of personal finance as we explore the intersection of artificial intelligence and wealth management, navigating the promises and pitfalls of AI in Episode 24 of Building Wealthy Habits.

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 [email protected]

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

This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.

Scroll to Top