AI vs. The Human Financial Planner:

AI vs. The Human Financial Planner:
Artificial Intelligence is transforming industries, but can it truly replace the human touch in
financial planning? In this episode of Something More with Chris Boyd, Chris is joined by Jeff
Perry and Russ Ball to explore the pros and cons of using AI for personal finance. From quick
answers and efficiency to the pitfalls of "hallucinations" and lack of context, we dive into where
A-I shines and where it falls short. Financial planning is not just about math; it's about life
changes, family dynamics, aspirations, and emotional comfort. Can an algorithm understand
your fears or priorities? We discuss why human advisors still play a critical role in tailoring
strategies, asking the right questions, and guiding decisions beyond formulas. Whether you are a

DIY investor or curious about tech's impact on wealth management, this conversation offers
valuable insights into balancing innovation with personal connection.
#ArtificialIntelligence #FinancialPlanning #AIandFinance #WealthManagement
#FutureOfFinance #HumanTouch #MoneyMatters #InvestingInsights #TechAndFinance
#FinancialAdvisor
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