Listen "The Limitations of AI in Financial Planning"
Episode Synopsis
David Meche and Kevin Blanchard discuss the topic of artificial intelligence (AI) and its role in financial planning. They highlight the limitations of AI in providing personalized advice and building trust with clients. They also introduce MarketGuard, a proprietary tool they use to reduce volatility and protect clients' investments. The conversation then shifts to the current state of the stock market and the potential for a correction. David and Kevin emphasize the importance of diversification and having a proactive approach to investment strategies. Ready to connect with David and Kevin? Visit Meche & Associates today!See omnystudio.com/listener for privacy information.
More episodes of the podcast Your Retirement with David Meche
Determining the amount needed to retire
27/05/2025
Defining and strategizing for RMDs
13/05/2025
Best Of: Micro-Retirement: Fad or For Real?
18/02/2025
Valentine's Day and the 4% Rule
11/02/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.