In this episode, Alex Richani, CFP® and Vic Colella, CFP®, CDFA®, continue their Woodward vs. the Machine series—where they put questions generated by ChatGPT to the test and use them as springboards for real-world financial conversations.

The episode is a reminder that good financial planning isn’t just about investment. It’s about determining clear goals and managing risks that would derail your progress so that you get the most life out of your money.

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