Financial Prompting

03/11/2025 42 min
Financial Prompting

Listen "Financial Prompting"

Episode Synopsis

AI chat bots have streamlined the information gathering process, but as with any model, their output is only as good as their input, so when it comes to personal finance questions, the wrong prompts can lead to costly mistakes. Donna walks us through the process of prompt engineering AI chat bots to assist with financial decision making, and what types of questions should be left to a professional. Also on MoneyTalk, managing retiree healthcare costs. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 10/27/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.