Welcome to Mindset! This is a show that is dedicated to honest, inspiring and thought-provoking conversations about money.

If you’ve ever wondered whether to trust your life savings to a warm-blooded human in a suit or a cold, unblinking algorithm that dreams in ones and zeros, you’re not alone. On one hand, financial advisors can offer a reassuring smile, a firm handshake, and occasionally a story about “that one time in ’08.” On the other, AI doesn’t need coffee breaks, doesn’t judge your avocado-toast spending habits, and can crunch more numbers in a second than your accountant has in their lifetime. But when it comes to growing your money, which one will actually have you sipping cocktails on the beach instead of eating instant noodles in retirement?

On this week’s episode, Brad stands up for all his CFP brethren and states his case to why human financial advisors will always win out over the AI insurgence.

Show Highlights Include:

• Numbers Vs Nuisance (04:00)

• Behavior Beats Brilliance (6:00)

• Planning Is Personal (10:15)

• Tools Vs Trust (12:30)

• Do We Actually Trust Ai (17:30)

Listen Now!

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Should You Replace Your Financial Advisor with A.I.?