Lightning Round: AI in Wealth Management, Anti-Tech Trends & Gold Investing - EP 126

In this episode Justin and Jared dive into a lightning round covering AI in wealth management, the growing appeal of “anti-tech” living, and how to think about gold in today’s market. They explore how AI is transforming the financial planning profession—enhancing efficiency while still requiring human judgment for deeper, more personalized decision-making. The conversation also highlights a cultural shift toward choosing simplicity and “friction” in a hyper-optimized world. Finally, they discuss how to approach gold and commodities within a portfolio, emphasizing the importance of having a clear investment framework and balanced strategy.

For more information and show notes visit: https://bwmplanning.com/post/126

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