Get a clear, mid-year perspective on the markets in this episode of The Wiser Financial Advisor. Josh Nelson, CFP®, and Jeremy Busch, CFP® break down key economic trends, share timely market insights, and offer practical strategies to help you stay informed and make confident financial decisions for the rest of 2025.

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Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com

Show Notes:
We hope you'll enjoy Josh Nelson's interview with Connor Sung, the director of eMoney's Financial planning group who has been instrumental in developing eMoney's technology, practice management, and planning services to support both advisors and their clients since 2013. They discussed their experiences with e-money, a financial planning software, and the impact of AI on financial planning technology. They also explored the evolving role of technology in their industry, the importance of financial education, and the future of the financial industry. Lastly, they discussed the potential of technology to enhance the quality of advice and drive innovation, and the need for clearer definitions among financial advisors, fiduciaries, and certified financial planners.

E-Money Financial Planning Software Evolution
Josh and Connor discussed their experiences with e-money, a financial planning software. Connor, the Director of Financial Planning at e-money, shared his journey from a finance undergrad to his current role, highlighting his focus on financial planning technology and best practices. He noted the significant evolution of the software, particularly in collaborative planning and client experience, with a shift towards more personalized, interactive, and adaptable financial planning. Josh, a 25-year industry veteran, agreed with Connor's observations, emphasizing the importance of ongoing financial planning rather than a static plan.

AI's Impact on Financial Planning Technology
Connor and Josh discussed the impact of AI on financial planning technology. Connor highlighted the potential of AI in automating administrative tasks and building efficiencies into financial planning engagements. He also mentioned the development of a rules engine to suggest topics or techniques for advisors to discuss with their clients. Josh inquired about the integration of AI into client communication and documentation, to which Connor responded that while AI is already being used in these areas, its application in personalized planning engagements is still being explored. They both agreed that AI will continue to shape the future of financial planning technology, with potential applications in autonomous planning and client-led planning. Connor also stressed the importance of data cleanliness for effective AI models, estimating it may take 18 to 36 months for technology to adapt. The team agreed to send the final product to Vito for distribution to the team and discussed the expected timeline for AI adaptation and potential impact on the industry.

Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com

In this episode host Josh Nelson covers the second set of "baby steps" to financial freedom. But these "baby steps" are incredibly powerful steps that will help anyone reduce debt and obtain an income that pays for the life that they want for the rest of their life.

Step #4: Invest a percentage of your household income toward retirement.
Step #5: Saving for your children's college.
Step #6 Pay off your house mortgage early

(Debt Snowball episode link below) https://www.buzzsprout.com/1183136/episodes/5609005

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Contact Josh
https://www.keystonefinancial.com/

Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editing: Tim Leaman/info.primegen@gmail.com