• Role of AI in Retirement Planning

  • Jan 17 2025
  • Length: 54 mins
  • Podcast

Role of AI in Retirement Planning

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  • Summary

  • Weston Lindemann discusses the role of AI in retirement planning, evaluating various investment strategies through AI ratings. The conversation covers the strengths and weaknesses of AI in providing financial advice, particularly in the context of retirement income solutions, index funds, ETFs, dividend investing, and annuities. Weston emphasizes the importance of personalized financial planning and the emerging trends in retirement planning, including the impact of divorce on retirement accounts. In this conversation, Weston Lindemann discusses the financial implications of divorce, particularly focusing on how it affects retirement planning.

    Reach Roberts Wealth Management at 800-891-8680.

    Roberts Wealth Management

    www.robertswealth.com

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