AI can generate a retirement strategy in seconds, but can it understand the emotions, relationships, and life decisions behind it? In this episode of The Modern Retirement Playbook, Jason Matthews explores the growing role of artificial intelligence in retirement planning and where its limitations become most apparent. From investment ideas and tax strategies to retirement income planning and estate considerations, Jason discusses why AI can be a valuable research tool while still falling short of personalized advice. The conversation highlights the importance of human judgment, empathy, behavioral finance, and understanding a client's unique goals. Technology is changing quickly, but when it comes to retirement planning, the human element remains difficult to replace.

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