Professional Financial Advice or AI?

Can Artificial Intelligence really give you solid financial advice—or just a generic roadmap that ignores the potholes? In this episode of Retired·ish, we explore the growing trend of people turning to AI tools like ChatGPT for help with retirement planning, tax questions, and investment strategies.

Sure, AI can be fast, cheap, and eerily accurate… sometimes. But when life gets complicated—and it always does—there’s no substitute for personalized advice from someone who understands the human side of money. Join Cameron Valadez, CFP® and Enrolled Agent, as he breaks down where AI shines, where it falls flat, and when it’s time to stop asking the chatbot and consult a pro.

More specifically, I discuss:

• The use of AI chatbots for advice
• CFP® Board consumer survey on where Americans are getting financial advice
• Limitations and drawbacks of financial advice from AI chatbots vs professional advice from humans
• Generative AI vs Predictive AI
• AI financial scams and how to protect yourself

Resources From The Episode:

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