In this episode, I sit down with Jon Beyrer, CFP®, Partner and Vice President of Wealth Management at Blankinship & Foster, to break down one of the biggest questions in today’s financial world… 👉 Will AI replace accountants and finance professionals? With over two decades of experience as a fee-only advisor,

Jon shares his perspective on how artificial intelligence is reshaping the accounting and wealth management industry, and what that actually means for professionals, business owners, and the future of finance.

We dive into: •

How AI is already impacting accounting and financial planning

• What parts of the industry are most at risk

• Where human expertise still wins (and always will)

• How to stay relevant and ahead in an AI-driven world

• The biggest opportunities most people are missing right now Jon also brings insight from his leadership roles within the Financial Planning Association and his work with organizations like Rady Children’s Hospital Foundation and Scripps Healthcare, giving a well rounded perspective on both the industry and community impact. If you’re in finance, building a business, or just trying to understand where the future is headed, this is a conversation you don’t want to miss.

🎧 Don’t forget to like, comment, and subscribe for more conversations on money, mindset, and building wealth. 📌

𝐅𝐨𝐥𝐥𝐨𝐰 & 𝐂𝐨𝐧𝐧𝐞𝐜𝐭 𝐰𝐢𝐭𝐡 𝐦𝐞 👇👇:

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🎬 𝐖𝐀𝐓𝐂𝐇 𝐎𝐔𝐑 𝐎𝐓𝐇𝐄𝐑 𝐄𝐏𝐈𝐒𝐎𝐃𝐄: ▶️ 𝐄𝐩𝐢𝐬𝐨𝐝𝐞 1_https://youtu.be/b3V0hmcRXbE

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