Ready, Set, Retire!Can artificial intelligence really help you plan for retirement, or is it missing the most important part of the conversation? Steve Anzoni explores a recent study showing how AI-generated financial guidance can vary widely and explains why retirement planning requires more than algorithms and generic answers. He discusses the value of personalized advice, Social Security decisions, Medicare considerations, tax planning, and his "Buckets of Wealth" approach to managing income, inflation, emergencies, and lifestyle spending in retirement. Plus, a look at the risks of sharing sensitive financial information with AI tools and why human guidance still matters.
SCHEDULE A MEETING OR PHONE CONSULTATION TODAY!
Get a Copy of Steve's Book - Tee Up Your Retirement!
In 1 playlist(s)
Ready, Set, Retire!
Planning for retirement is not a guessing game. Now is the time to plan! What have you done to prote…Social links
Follow podcast
Recent clips
Why Are More Advisors Talking About Annuities?
15:11
Can Your Retirement Plan Survive the Next Market Shock?
17:15
Boomers, Markets, and the Income Question That Matters Most
13:59