The Spend Life Well Show

Why AI Can't Replace Your Financial Advisor | Episode 184


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AI can crunch numbers… but can it understand your goals?

In this episode of Spend Life Well, Mark Trice breaks down the growing wave of finance apps and AI tools that claim to be the future of money management. While technology can make budgeting, investing, and saving smarter and more convenient, it still can’t replace the value of real relationships, personalized strategy, and wisdom rooted in experience.

Join us as we explore:

• Why AI is helpful…but not human
• Where apps can support (but not guide) your financial journey
• The irreplaceable role of a trusted financial advisor

If you’ve wondered whether algorithms can make better money decisions than you can, this conversation will help bring clarity and confidence to your financial plan.

Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice

OTHER RESOURCES:

  • ✍️Kingdom Advisors | https://kingdomadvisors.com
  • ✍️CVF Upcoming Webinars | http://spendlifewell.com/events

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

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The Spend Life Well ShowBy ClearVista Financial