Can AI Replace Your Financial Advisor? 🤖💰 What You NEED to Know | Future of Finance S2 Ep. 27
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Show Notes
AI is everywhere right now—but should you trust it with your financial future?
In this episode of The Future of Finance, Marissa Wood sits down with industry expert Dee Costa to break down the real role of AI in financial planning—what it’s great at, where it falls short, and how to use it the right way.
From budgeting and goal-setting to emotional decision-making and life events, this episode shows why AI is a powerful tool—but not a replacement for human advice.
🤖 Learn how to use AI to prepare for financial meetings
📊 Discover what AI can (and can’t) do with your money
💡 Understand why strategy, discipline, and accountability still matter most
🤖 What You’ll Learn
- How to use AI as a tool (not a crutch)
- The biggest mistakes people make relying on AI
- Why financial planning is more emotional than logical
- How to prepare for a meeting with a financial advisor
- The real secret to building wealth: consistency over time
💬 Which tip are you starting with this week? Drop a comment and let us know.
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