Ep. 318 – Is AI a Friend or Foe for Investors?  

How AI is transforming portfolios, financial advice, and the role of real advisors.  

Is Artificial Intelligence the future of investing—or a threat to your portfolio? 

In this episode, Derek and Tony explore how AI is being used in wealth management and investing. Can it help you build smarter strategies—or is it just another Wall Street distraction? We unpack the hype, the risks, and what savvy investors should actually pay attention to. 

Whether you’re curious, cautious, or already experimenting with AI tools, this one’s for you.  

🕒 Time-Stamped Highlights: 

• [01:15] – Will AI take over financial advisors’ jobs?
• [03:30] – How AI is used in investing today
• [06:45] – Real risks of AI-driven decisions
• [09:50] – Why trust, emotion, and planning still matter

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