AI and Personal Financial Planning

AI is changing how we think about money—from budgeting apps and digital investment assistants to tools that promise personalized financial guidance in seconds. But knowing when to use AI, when not to and when to bring in a personal financial professional isn't always obvious.

In this episode, we unpack where AI truly helps with personal financial planning; where its blind spots show up; and why context, critical thinking and human judgment still matter. We also explore how today's financial planners are using AI to focus more on what clients need: clarity, confidence and guidance through life's biggest decisions.

If you're navigating financial choices in an AI-powered world, this conversation will help you use the tools wisely—and know when it's time to talk to a human.

To guide this conversation, we welcome Craig Kirkpatrick, who is the co-founder of Optimal AdvisorAI, the AI Learning Partner for financial services firms.

Read the transcript @https://bit.ly/4aQnhhs

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