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Wealthy Habits Podcast

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.


Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.


Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

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  2. Can AI Replace Your Financial Advisor?

Can AI Replace Your Financial Advisor?

Oct 19, 2023

Artificial intelligence is a revolutionary tool that is reshaping our world. You've probably heard about ChatGPT and its widespread use for various tasks like information retrieval, content creation, and even test-taking. But can you use AI for retirement planning advice? 

Stay tuned as we dive into an article where artificial intelligence is pitted against a real financial advisor. When asked the same questions, how does the financial advice differ? Listen in as we unpack these answers and chat about retirement planning in the digital world.

 

Here’s some of what we discuss in this episode:

  • AI can be a useful starting point to get general information and guidance on retirement planning topics and questions to ask advisors
  • AI does not have the ability to ask you the right questions, recognize emotional nuances, and adapt to individual situations
  • What role does emotional support and relationship-building play in retirement planning?
  • Are there privacy and security concerns when sharing sensitive financial information with AI tools?

 

Check out the Fortune Article here

 

Contact Dave and Drue: 

Web: https://www.truefinancialpartners.com/

Email: info@truefp.biz

Phone: 877-359-8783