Today we're putting AI (Artificial Intelligence) to the test with AI money expert Jeffrey Trull. He's founder of the blog and newsletter, Money Meets AI where he shares tested prompts for your money. He joins us to sort the genuinely useful from the wildly overhyped when it comes to AI. We expand our conversation into prompts, privacy, hallucinations, portfolio questions, Google vs. ChatGPT, paid vs. free tools, and where AI can actually save real time for DIYers. Along the way, Bill wrestles with the tradeoff between efficiency and original thought, Jackie pushes the "AI as thought partner" framing, and Jeffrey stresses that it's great for lower-risk questions but terrible as your all-knowing financial planner.

This episode covers:

Where AI is genuinely useful for DIY personal finance
Why prompts matter, but perfection is overrated
Using AI to review insurance, contracts, and 401(k) plan docs
Google vs. ChatGPT vs. Claude for money questions
Paid vs. free AI tools and when subscriptions are worth it
AI "hallucinations" and how to fact-check outputs
Privacy concerns when uploading financial documents
Why AI should be a thought partner, not your financial planner
Agentic AI, AI shopping assistants, and what may be coming next

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🌐 Money Meets AI

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