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AI, Emotion, and Your Money: The New Rules of Financial Planning

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The Sage Investor

When you need someone to help plan your retirement, you don’t want to go for the novice approach. You want the guide that brings you the knowledge nee 
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Did you know most financial New Year’s resolutions don’t last past the first week of January? In this episode of the Sage Investor Podcast, certified financial planner Larry Kiser digs into why financial goals often fail—and how to break the cycle. He discusses practical steps for starting retirement planning from scratch, the emotional traps that derail financial plans, and how to balance technology like AI with the human touch in financial advice. Plus, get a clear look at upcoming tax changes for 2026 and what they mean for your future. Start your year with clarity and confidence by learning what really makes financial resolutions stick.

 

Find out what your current position is and learn more about Sage Wealth Design’s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting here , email team@sagewealthdesign.com, or call 435-704-2213.

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The Sage Investor

When you need someone to help plan your retirement, you don’t want to go for the novice approach. Yo 
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