What happens when technology meets the human touch in financial planning?

This episode, Ralph and Tim Short dive into the growing influence of AI in the financial sector and why human advisors remain indispensable, especially for those approaching retirement. We explore how personalized guidance, empathy, and real-world experience create value that algorithms can’t replicate. Discover why, even in a tech-driven world, the human connection is the cornerstone of confident retirement planning.

Join the Short's for the First Friday Happy Hour on December 5th:Market Volatility & Today's Environment, register now at Welcome Home FP Events.

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