Retirement Ready

The Use Of Technology In Financial Planning


Listen Later

As technology keeps advancing, it’s made our lives easier in so many ways. Tasks that used to need outside help can now be done on our own with just a few clicks. This shift has also brought more accessible online financial tools, but how accurate and helpful are they really?

 

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

  • The risks that come with sponsored ads on Google.
  • How robo-advisors take the emotion out of investing.
  • How useful are online “retirement calculators?”
  • Different uses for technology in the accumulation phase vs. the distribution phase.
  •  

    Get in touch with the Peterson Financial team: https://petersonfg.com/

    ...more
    View all episodesView all episodes
    Download on the App Store

    Retirement ReadyBy Eric Peterson

    • 5
    • 5
    • 5
    • 5
    • 5

    5

    5 ratings


    More shows like Retirement Ready

    View all
    Sound Retirement Radio by Jason Parker

    Sound Retirement Radio

    429 Listeners

    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    748 Listeners

    Your Money Radio by Wealth Enhancement Group

    Your Money Radio

    37 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,292 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    493 Listeners

    Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

    Big Picture Retirement®

    496 Listeners

    Retirement Quick Tips with Ashley by Ashley Micciche

    Retirement Quick Tips with Ashley

    46 Listeners

    Retirement Coffee Talk by Charisse Rivers

    Retirement Coffee Talk

    12 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    764 Listeners

    Retirement Answers Today by Jim Martin & Casey Bibb

    Retirement Answers Today

    22 Listeners

    RETIREMENT MADE EASY by Gregg Gonzalez

    RETIREMENT MADE EASY

    24 Listeners

    Secure Your Retirement by Radon Stancil, CFP® & Murs Tariq, CFP®

    Secure Your Retirement

    238 Listeners

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

    Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

    35 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    689 Listeners

    Retirement Answers by Jacob Duke, CFP®

    Retirement Answers

    88 Listeners