Financial planning is often framed as numbers, projections, and optimization, but those are only part of the picture.

In this episode, I discuss AI in financial advice and explain why experienced judgment still plays an essential role in helping people identify priorities, uncover blind spots, and make decisions that truly align with their values.

Whether you’re a DIY investor, someone who uses AI tools, or someone considering professional guidance, this conversation will help you think more clearly about how each piece fits into your financial life.