AI
AI and DIY Financial Planning - What Could Go Wrong?
AI
Fiscal Foxhole by Rob Moore and Omen Quelvog
Episode notes
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.
Contact and Booking
- Email The Fiscal Foxhole at fiscalfoxhole@gmail.com
- Book a meeting with Rob: https://www.prosperwitheverman.com/contact
- Book a meeting with Omen: ht ...
Keywords
FinanceinvestingFinancial BehaviorTrump AccountsArtificial Intelligence