AI and DIY Financial Planning - W...
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AI and DIY Financial Planning - What Could Go Wrong?
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Fiscal Foxhole por Rob Moore and Omen Quelvog

Notas del episodio

Rob Moore, MQFP® and Omen Quelvog CFP®, MQFP® explore the growing role of AI in personal finance, breaking down the different ways people use chatbots for money decisions and where those tools help or fall short. They also discuss Trump accounts for kids, lessons from the C-130 Hercules, and why judgment still matters more than information.

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FinanceinvestingFinancial BehaviorTrump AccountsArtificial Intelligence