#32- AI and Financial Planning

We explore how AI actually helps with money—what it accelerates, where it fails, and how to use it without risking your life savings. We weigh job market risks, resilience moves like liquidity, and why human judgment and behavior still drive real results.

• using AI for frameworks, summaries, and first-pass projections
• limits of AI in taxes, edge cases, and incomplete context
• behavior and values as the bottleneck, not knowledge
• practical ways advisors use AI for notes, research, and communication
• job disruption risk, liquidity buffers, and insurance hygiene
• skills that compound with AI versus skills that compete
• parallels to robo-advisors and raising professional standards
• how to experiment safely and verify before acting