Free financial advice from AI might sound tempting—but it can quietly create bigger problems near retirement. In this episode, Jason Bergey discusses why relying on headlines, market noise, or computer‑generated guidance can lead to costly missteps. The conversation covers inflation, healthcare costs before Medicare, market volatility tied to global conflict, and the limits of AI when it comes to real‑world planning. Jason explains why retirement decisions require context, accountability, and a human perspective—especially when income, taxes, and long‑term stability are on the line.

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