Can artificial intelligence really replace a human financial advisor in retirement planning? In this episode of the Retirement Results Podcast, the conversation digs into how AI tools are being tested against robo‑advisors—and where they fall short. Advisors Dan Groben and Phil Menard explain how they use AI to analyze data faster and manage risk more efficiently, while highlighting why technology can’t interpret life changes, emotions, or long‑term goals. It’s a grounded discussion on where AI fits in retirement planning—and where human judgment still matters most.

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