AI, Aging & Your Money: Dr. Chris Heye, CEO & Creator, whealthchat.ai

In this episode of Jae’s Corner, Jae talks with Dr. Chris Heye—CEO and founder of Wealthcare Planning and WealthChat.ai—about how artificial intelligence can help families and advisors handle the hardest topic in finance: cognitive decline. Together they explore the connection between health, wealth, aging, and how AI tools are changing the future of financial conversations.

In This Video

00:00:00 Introducing Dr. Chris Heye and WealthChat.ai

00:01:00 How health and wealth collide in real life

00:03:00 Why healthcare risks outweigh inflation or market risks

00:06:00 Planning for old age in America vs. other countries

00:08:00 Essential legal documents everyone should have

00:10:00 When financial decision-making starts to decline

00:13:00 How to talk to aging parents about money and health

00:18:00 Using AI to assess cognitive decline risk

00:22:00 Advisor-facing vs. consumer-facing chatbot tools

00:54:00 How AI will reshape the advisor-client relationship