While AI is transforming many industries, when it comes to financial planning, nothing can replace the human touch. Alec Quaid discusses the growing role of AI in financial advisory services. He delves into the current applications of AI, like tax and estate planning efficiencies, and why human empathy remains crucial.  Learn how PCA blends technology … <a class="btn btn-default" href="https://lifeisntlivedonaspreadsheet.blubrry.net/2024/06/18/financial-planning-with-ai-maintaining-human-empathy-in-a-digital-age-ep-23/"> Read More Read More</a>

While AI is transforming many industries, when it comes to financial planning, nothing can replace the human touch. Alec Quaid discusses the growing role of AI in financial advisory services. He delves into the current applications of AI, like tax and estate planning efficiencies, and why human empathy remains crucial. Learn how PCA blends technology … Read More Read More

While AI is transforming many industries, when it comes to financial planning, nothing can replace the human touch. Alec Quaid discusses the growing role of AI in financial advisory services. He delves into the current applications of AI, like tax and estate planning efficiencies, and why human empathy remains crucial.&nbsp; Learn how PCA blends technology … <a href="https://lifeisntlivedonaspreadsheet.blubrry.net/2024/06/18/financial-planning-with-ai-maintaining-human-empathy-in-a-digital-age-ep-23/" rel="noopener noreferrer"> Read More Read More</a>

Financial Planning with AI & Maintaining Human Empathy in a Digital Age (Ep.23)

Welcome to Life Isn’t Lived on a Spreadsheet with Ryan Poterack from Poterack Capital Advisory. You have unique values, objectives, fears, life experiences, and biases. Any financial professional who ignores or minimizes the importance of “your story” may not be able to help you achieve your ideal outcomes or hit your goals.   It’s time to experience the PCA difference!  In this podcast, we help business executives, soon-to-be-retirees, and solutions-based individuals, overcome the anxiety leading up to their upcoming years. We do this by initiating in-depth discussions about the financial aspects of retirement, like tax planning and asset allocation, alongside (and often overlooked) personal and lifestyle aspects.   Join us for this journey where we explore retirement from a contrarian point of view as Ryan draws from years of expertise and guest experts to help you explore the true purpose of your money in retirement and the impact you want to make in your golden years.

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Welcome to Life Isn’t Lived on a Spreadsheet with Ryan Poterack from Poterack Capital Advisory. You have unique values, objectives, fears, life experiences, and biases. Any financial professional who ignores or minimizes the importance of “your story” may not be able to help you achieve your ideal outcomes or hit your goals. It’s time to experience the PCA difference! In this podcast, we help business executives, soon-to-be-retirees, and solutions-based individuals, overcome the anxiety leading up to their upcoming years. We do this by initiating in-depth discussions about the financial aspects of retirement, like tax planning and asset allocation, alongside (and often overlooked) personal and lifestyle aspects. Join us for this journey where we explore retirement from a contrarian point of view as Ryan draws from years of expertise and guest experts to help you explore the true purpose of your money in retirement and the impact you want to make in your golden years.

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Financial Planning with AI & Maintaining Human Empathy in a Digital Age (Ep.23)

Financial Planning with AI & Maintaining Human Empathy in a Digital Age (Ep.23)