Can A.I. Build You A Retirement Plan?

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Can A.I. Build You A Retirement Plan?

Рет қаралды 27,509

4 ай бұрын

In this video, we'll go through how artificial intelligence (A.I.) is impacting the financial and retirement planning industry.
➡️Our financial planning services: www.parallelwe...
➡️ChatGPT: chat.openai.com/
If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement plan on track.  You can learn more about our services at www.parallelwe...
Financial Resources I personally recommend:
➡️Retirement Income for Life: Getting More without Saving More (Second Edition): amzn.to/3tvIdVN
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➡️Future Value Calculator: amzn.to/3EA6Qqv
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This presentation is intended for information purposes only and does not constitute an offer to buy or sell our products or services nor is it intended as investment and/or financial advice on any subject matter. Every effort has been made to ensure the accuracy of its contents. Certain of the statements made may contain forward-looking statements, which involve known and unknown risk, uncertainties and other factors which may cause the actual results, performance or achievements of the Company, or industry results, to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Returns are not guaranteed and past performance may not be repeated.
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DISCLAIMER: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adam Bornn is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adam is not responsible for investment actions taken by viewers and his content should not be used as a basis for investment trades.

Пікірлер: 34

@LeslieWagenheim 2 ай бұрын

Thank you for the better news about retirement , I am at the stage where I will need a financial planning guide .

@BEAUTIFULDIANAFRANCIS 2 ай бұрын

I agree. Have a financial advisor is not the issue but to get a trusted one .

@AnnBurrow-vb8tt 2 ай бұрын

I'm fortunate. I used to travel when I was younger, and because I was raised to make sacrifices, I don't have ostentatious tastes. I believe that by engaging in my inexpensive activities and living frugally, I am having a very good retirement.

@KimberlyWillowWood 2 ай бұрын

We had invested money through a financial advisor for nearly 15 years. The market had its ups and downs, but in the long run it did very well for us. With my pension, social security and the investments we are able to live comfortably. We are now able to fully enjoy our hobbies, travel, family and making new acquaintances.

@Pamcheryl 2 ай бұрын

My biggest problem is being afraid to spend any of my savings. I’m retired 6 years and I’m still living off of SS because I’m scared to touch savings.

@OliverTilney 2 ай бұрын

Can i get connected here in Switzerland 🇨🇭I keep hearing " Cynthia Mcclure Alexander " name being mentioned everywhere . Is there any social media handle I can contact her ?

@davemiller704 4 ай бұрын

It would be great if SNAP had a consumer offering so we could update our plans after initial creation. It seems short-sighted to me that they limit use to advisors. I'm waiting for Newretirement to launch in Canada - it will be my go-to tool.

@ParallelWealth 4 ай бұрын

I agree. We would love a client portal. Been pushing them for years

@sandray7609 4 ай бұрын

💯

@bRIZZAd 4 ай бұрын

I agree. My advisor uses Snap projections as well - though in lieu of them having a consumer option available (which, I'd gladly pay for)... I am left paying for other options. For some napkin math with lots of input/options - I like the ProjectionLab.

@lindabradley78 4 ай бұрын

Once again confirmation the banks are only in business for themselves and the bottom line. Adam has the clients interest first. Thanks for providing so much value Adam.

@ParallelWealth 4 ай бұрын

Thanks Linda!

@thomasyung9162 4 ай бұрын

I agree with your comments about Conquest. My financial institution recently moved to Conquest (not RBC). I feel it is dumbed down for people to easily understand but I find it is too simplistic and lacking some of the details which i think clients want to know. That said the implementation is new and even the people at the financial institution is still learning how to use it.

@maxpayne7419 4 ай бұрын

Conquest has a client portal which is pretty cool. I use it and find it useful- but not perfect.

@OurRetireEarlyJourney 4 ай бұрын

AI will do a lot, and force people into retirement… but creating a full plan, “no”. But it can provide insight. Retirement is too personal for each of us.

@JDRichard 4 ай бұрын

I guess the main thing that you can use AI for is the probability of success of your retirement plan. You could actually also look at spending trends.

@nb4mt Ай бұрын

Isn’t AI technology dangerous in terms of privacy especially your financial privacy? Why would you trust using a chat GPT?

@robertross8565 4 ай бұрын

Interesting that you have compared Conquest to Snap Projections and still prefer Snap Projections. Based on videos I have seen, I agree that Snap Projections is better at least for now.

@mationinfo 4 ай бұрын

Al cannot be held responsible if it does any screw ups. It cannot be held accountable.

@cathyhunter6475 4 ай бұрын

U just lost me on AI...

@CalmPlains 4 ай бұрын

AI will be replacing a lot of us, but not yet, not yet...

@derekcox6531 4 ай бұрын

Can ai build a plan “right now?” Probably not,but give it a couple years and AI will without any doubt be able to create full plans. Almost by definition,AI is a learning computer. I,for one,welcome our new robot overlords. I’m sure they are most benevolent in nature and will remember who their friends are.😬🫣

@mpTraveller87 4 ай бұрын

Lol that’s why I always say “Thank you Siri”…. In case they remember 😅