Clear Money Talk

Will AI Change the Way You Invest?


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Artificial intelligence is rapidly changing how people research, plan, and make financial decisions. But can AI really help you invest smarter, or does it introduce new risks?

In this episode of Clear Money Talk, Tim Clairmont, MSFS™, LACP™, Wealth Advisor and Tyler Andrews, CFP®, Wealth Advisor explore how AI is already influencing investing and financial planning, and where human judgment still matters most.

You will learn:

  • How artificial intelligence is changing investing and financial decision-making
  • Where AI can be helpful for investors, including education, research, and organizing financial questions
  • The risks of relying on AI for investment decisions, including bias, missing context, and overconfidence
  • Why asking the right questions is critical when using AI tools
  • How working with a financial advisor adds perspective AI cannot replicate

Tim and Tyler also discuss generational differences in how people use technology, the concept of AI "hallucinations," and why AI works best as a supporting tool rather than a replacement for personalized financial planning.

If you are curious about how AI fits into investing, retirement planning, and long-term financial strategy, this episode provides a balanced and practical perspective on how to use AI wisely without letting it drive your decisions

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Clear Money TalkBy Tim Clairmont

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