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
    Allworth Financial‘s Money Matters by Allworth Financial

    Allworth Financial‘s Money Matters

    845 Listeners

    Sound Retirement Radio by Jason Parker

    Sound Retirement Radio

    443 Listeners

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

    Your Money, Your Wealth

    806 Listeners

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

    Retirement Answer Man

    1,289 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    539 Listeners

    The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

    The Retirement and IRA Show

    751 Listeners

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

    Big Picture Retirement®

    543 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    678 Listeners

    The Boldin Your Money Podcast by Steve Chen

    The Boldin Your Money Podcast

    197 Listeners

    Retire With Purpose - The Retirement Podcast by Casey Weade

    Retire With Purpose - The Retirement Podcast

    584 Listeners

    Retirement Quick Tips with Ashley by Ashley Micciche

    Retirement Quick Tips with Ashley

    51 Listeners

    Retire Today by Jeremy Keil

    Retire Today

    65 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    824 Listeners

    RETIREMENT MADE EASY by Gregg Gonzalez

    RETIREMENT MADE EASY

    38 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    993 Listeners