Why A Financial Advisor Is Still Better Than AI
Jun 16, 2025•13 min•Ep. 168
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Episode description
The evolution of retirement has been changing for decades and with people living longer than before, many people are wondering where they will end up when their time comes.
On this week’s show, Brad dives into the world of AI—how it’s transforming tools and insights, but still falls short of replacing a real advisor. From understanding your personal goals to building trust, some things only come from human connection. AI is smart, but it’s not in your corner the way an advisor is. Brad explains why that still matters when it comes to managing your portfolio.
Show Highlights Include:
- Numbers vs. Nuance (2:30)
- Data vs. Context (3:30)
- Behavior Beats Brilliance (4:30)
- Planning Is Personal (6:00)
- Tools vs. Trust (7:30)
To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.
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