WHEALTHSPAN

AI Impact on Financial Planning - Change is Coming Fast for Planners and Consumers


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Chris Heye, PhD, is my guest on this informative conversation on how AI is about to collide with the financial planning industry and what that might mean for your retirement account. 

Dr. Heye has been a pioneer in this area since MIT graduate school. He's lived the experience and seen families lose millions, and what that means to the individuals and the companies involved. 

There is rising instability -- boiling the frog, as he puts it. Many are in for some big surprises as the industry heads into uncharted waters.

Stay close to this one. We'll plan to have Chris back again to check the pulse and adjust course as needed.

Find Chris at https://whealthcareplan.com/
Meet the AI agent: https://whealthchat.ai/

Whealthspan is where curiosity meets healthspan and longevity. If this episode sparked a question or a shift in thinking, let us know — and share it with someone who’s ready for more certain wealth, health, and lifespan.

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WHEALTHSPANBy Scott Fulton