Artificial intelligence is transforming the way people learn about personal finance, investing, and retirement planning. But where should you draw the line between using technology as a helpful resource and relying on it to make important financial decisions?

In this episode of Finance Friday, Stephen and Amy explore the growing role of AI in financial planning and discuss how investors can use it responsibly.

You'll learn:

• How AI can simplify financial education
• Ways AI can help organize financial information and generate questions
• Why personalized planning still matters when making significant financial decisions
• How to think critically about the information AI provides

Whether you're already using AI or just beginning to explore its capabilities, this conversation will help you understand how to make the most of this evolving technology while keeping your long-term financial goals in focus.

All about taxes! We will also cover changes due to COVID relief and who the extension applies to.

How do you know if it is the right option for you? Join us and find out!

#FinanceFriday Ever wonder how people make money when the market goes down? We go over some options you have to play a market downfall.

Disclosure: This video is being presented for general information purposes only and is not intended to be personalized financial advice, or tax or legal advice. The opinions expressed reflect the judgment of the presenter as of the date of publication and are subject to change. A reference to any product or service is for illustrative purposes only and is not an offer to buy or sell any such product or service. Keep in mind that investing always involves risk of loss and past performance is not a guarantee of future results. Financial decisions should always be made based on an individual's unique financial situation and goals.

Disclosure: This video is being presented for general information purposes only and is not intended to be personalized financial advice, or tax or legal advice. The opinions expressed reflect the judgment of the presenter as of the date of publication and are subject to change. A reference to any product or service is for illustrative purposes only and is not an offer to buy or sell any such product or service. Keep in mind that investing always involves risk of loss and past performance is not a guarantee of future results. Financial decisions should always be made based on an individual's unique financial situation and goals.

Disclosure: This video is being presented for general information purposes only and is not intended to be personalized financial advice, or tax or legal advice. The opinions expressed reflect the judgment of the presenter as of the date of publication and are subject to change. A reference to any product or service is for illustrative purposes only and is not an offer to buy or sell any such product or service. Keep in mind that investing always involves risk of loss and past performance is not a guarantee of future results. Financial decisions should always be made based on an individual's unique financial situation and goals.

Disclosure: This video is being presented for general information purposes only and is not intended to be personalized financial advice, or tax or legal advice. The opinions expressed reflect the judgment of the presenter as of the date of publication and are subject to change. A reference to any product or service is for illustrative purposes only and is not an offer to buy or sell any such product or service. Keep in mind that investing always involves risk of loss and past performance is not a guarantee of future results. Financial decisions should always be made based on an individual's unique financial situation and goals.

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