In today's episode, we're unpacking the toolbox of innovations that promise to redefine the way we approach financial preparation for retirement. From personal finance management software to the abundance of online calculators, there's no shortage of tools aiming to streamline the planning process. But, do they deliver?

Listen in as John and Marc take a critical look at these technological advancements, exploring whether they simplify retirement planning or introduce new complexities. They'll dive into subjects like Google, do-it-yourself trading platforms, social media influencing, and more. Then, for our two-minute warning, John answers a listener's question about whether or not to take out a life insurance policy.

Here's some of what we discuss in this episode:

0:00 – Intro

1:34 – Google is great, but consider the context

3:44 – Robo-advisors can be helpful, but may not provide comprehensive planning

5:58 – Online calculators are only as accurate as the information inputted into them

8:23 – The limitations of do-it-yourself trading platforms

11:18 – The rise of financial social media influencers

15:15 – Listener question about life insurance

Get in touch:

Phone: 661-775-3704

Book an appointment with us: https://mearsmoneymanagement.as.me/schedule.php

Get in touch with us: https://mearsmoney.com/

Watch the Podcast on YouTube: https://bit.ly/3PmcOPM