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In this episode, Dave Zaegel discusses the implications of artificial intelligence (AI) on financial planning and tax preparation. He emphasizes that while AI will enhance efficiency and provide valuable tools for financial planners, it will not replace the human element essential in understanding personal experiences and emotions. Zaegel believes that AI will significantly impact the industry, making processes quicker and more efficient, but the need for human interaction will remain vital.
By Dave Zaegel, CPA, CFP4.8
66 ratings
In this episode, Dave Zaegel discusses the implications of artificial intelligence (AI) on financial planning and tax preparation. He emphasizes that while AI will enhance efficiency and provide valuable tools for financial planners, it will not replace the human element essential in understanding personal experiences and emotions. Zaegel believes that AI will significantly impact the industry, making processes quicker and more efficient, but the need for human interaction will remain vital.