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Can AI really replace a skilled financial professional? In this episode of Decoding Retirement, Robert "Bob" Powell speaks with Nick Holeman, director of financial planning at Betterment, about why you might not want to ditch your adviser for a chatbot just yet. Nick also discusses how to utilize the Roth conversion window, how political uncertainty is affecting the market, and approaching your investments algorithmically to focus on goals, not just growth.
Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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99 ratings
Can AI really replace a skilled financial professional? In this episode of Decoding Retirement, Robert "Bob" Powell speaks with Nick Holeman, director of financial planning at Betterment, about why you might not want to ditch your adviser for a chatbot just yet. Nick also discusses how to utilize the Roth conversion window, how political uncertainty is affecting the market, and approaching your investments algorithmically to focus on goals, not just growth.
Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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