In this episode of the Jon Sanchez Show, Jon and Dr. Dennis Sanchez discuss the evolving role of AI in the financial sector, particularly its impact on insurance, investment strategies, and financial literacy. They explore how AI is streamlining processes, enhancing customer experiences, and reshaping traditional financial practices. The conversation also delves into the importance of micro nudges in promoting better financial habits and the potential for AI to improve overall financial literacy among consumers.

Chapters

00:00 Introduction and Market Overview

05:40 AI's Impact on the Insurance Industry

10:58 AI in Financial Services and Underwriting

12:18 Market Recap and Stock Movements

17:13 AI's Role in Financial Planning and Investment Decisions

18:55 AI's Impact on Financial Habits

25:49 Enhancing Financial Literacy with AI

30:06 The Evolution of Financial Technology

34:27 Disclaimer

Resources & Links

• Sanchez Gaunt Wealth Management

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