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AI is everywhere right now, and the headlines are hard to ignore. Job loss, massive disruption, entire industries changing overnight… It’s enough to make anyone nearing retirement pause and wonder what it means for their future. But how much of it is real, and how much is just noise? 

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

🛠️ AI as a Tool: Powerful for efficiency, but not a replacement for judgment

⚠️ Job Security: Some roles may shift, but new opportunities are emerging

📊 Retirement Impact: Fear shouldn’t drive major financial decisions

📉 Market Exposure: Be cautious about overconcentration in AI-driven investments

💼 Wealth Management: Human insight still plays a key role alongside AI

Resources for this episode:

Yale’s Budget Lab article: https://bit.ly/4sqJSb8

World Economic Forum article: https://bit.ly/4tANyrI

Yahoo Finance article: https://bit.ly/3Opeeg6

Goldman Sachs article: https://bit.ly/3PZABsX

401kSpecialist article: https://bit.ly/4c1fBLa

Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html 

Website: https://www.dyerwealthmanagement.com/ 

Phone: 858-459-3937

Email: [email protected]

The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice. 

The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place.