What will personal finance actually look like five years from now?

Will we all have AI money assistants? Will financial advisors still exist? And could technology finally make managing money easier instead of more overwhelming?

In this episode, Shari Rash sits down with Dacy Yee, President of Experian Consumer Services, to talk about how technology is transforming the financial world—and what it means for everyday people trying to make smarter decisions with their money.

Dacy shares her unexpected career journey from law school to leading one of the largest consumer finance platforms in the world, why many careers (including hers) take unexpected turns, and the advice that helped her move into executive leadership.

The conversation also dives into how technology, AI, and automation could remove many of the barriers that have historically kept people out of financial conversations—from fear of asking “dumb questions” to the belief that you need a lot of money before you deserve advice.

You’ll hear how tools like Experian’s new “Big Financial Friend” initiative aim to make personal finance more approachable, how AI could act as a financial co-pilot that helps you make better decisions automatically, and why the future of finance might actually feel more human—not less.

Shari and Dacy also talk about women in finance, the importance of speaking up about your career goals, and why the advice “declare what you want” can change the trajectory of your career.

This episode will leave you thinking differently about where technology is taking our financial lives—and how you can use it to your advantage.

You’ll hear:

Why many careers in finance happen by accident rather than design
How AI and technology will change personal finance in the next five years
Why access and personalization will define the future of financial advice
How tools like Experian’s virtual assistant help remove shame and barriers around money
The career advice that helped Dacy move into executive leadership
What a “life credit report” might actually measure

If you’re ready for personalized, judgment-free financial guidance, learn more about working with Shari. Shari Rash is the founder of GWA Wealth, a virtual advisory firm helping women make confident, values-aligned decisions with their money. Visit GWA Wealth to explore your next step.

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Shari Rash is a financial planner and Investment Adviser Representative of GWA Wealth, a Registered Investment Adviser. The information provided in this podcast is for educational and informational purposes only and should not be construed as personalized investment, tax, or legal advice. Listening to this podcast does not create an advisory relationship with Shari Rash or GWA Wealth. All investments involve risk, including the potential loss of principal. Any references to specific investments, strategies, or securities are for illustrative purposes only and are not recommendations. You should consult your own financial advisor, tax professional, or attorney regarding your individual situation before making any financial decisions.

The views expressed by guests are their own and don’t necessarily reflect the views of GWA Wealth.

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