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How AI Could Make—or Break—Your Investment Strategy, Ep. 318

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Manage episode 480019956 series 2806946
Content provided by Strategic Wealth Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Strategic Wealth Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ep. 318 – Is AI a Friend or Foe for Investors?

How AI is transforming portfolios, financial advice, and the role of real advisors.

Is Artificial Intelligence the future of investing—or a threat to your portfolio?

In this episode, Derek and Tony explore how AI is being used in wealth management and investing. Can it help you build smarter strategies—or is it just another Wall Street distraction? We unpack the hype, the risks, and what savvy investors should actually pay attention to.

Whether you’re curious, cautious, or already experimenting with AI tools, this one’s for you.

🕒 Time-Stamped Highlights:

  • [01:15] – Will AI take over financial advisors’ jobs?
  • [03:30] – How AI is used in investing today
  • [06:45] – Real risks of AI-driven decisions
  • [09:50] – Why trust, emotion, and planning still matter

Enjoy the episode? Hit Follow, and share it with someone who needs clarity in the chaos of AI and investing.

  continue reading

Chapters

1. How AI Could Make—or Break—Your Investment Strategy, Ep. 318 (00:00:00)

2. Will AI take over financial advisors’ jobs? (00:01:15)

3. How AI is used in investing today (00:03:30)

4. Real risks of AI-driven decisions (00:06:45)

5. Why trust, emotion, and planning still matter (00:09:50)

319 episodes

Artwork
iconShare
 
Manage episode 480019956 series 2806946
Content provided by Strategic Wealth Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Strategic Wealth Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ep. 318 – Is AI a Friend or Foe for Investors?

How AI is transforming portfolios, financial advice, and the role of real advisors.

Is Artificial Intelligence the future of investing—or a threat to your portfolio?

In this episode, Derek and Tony explore how AI is being used in wealth management and investing. Can it help you build smarter strategies—or is it just another Wall Street distraction? We unpack the hype, the risks, and what savvy investors should actually pay attention to.

Whether you’re curious, cautious, or already experimenting with AI tools, this one’s for you.

🕒 Time-Stamped Highlights:

  • [01:15] – Will AI take over financial advisors’ jobs?
  • [03:30] – How AI is used in investing today
  • [06:45] – Real risks of AI-driven decisions
  • [09:50] – Why trust, emotion, and planning still matter

Enjoy the episode? Hit Follow, and share it with someone who needs clarity in the chaos of AI and investing.

  continue reading

Chapters

1. How AI Could Make—or Break—Your Investment Strategy, Ep. 318 (00:00:00)

2. Will AI take over financial advisors’ jobs? (00:01:15)

3. How AI is used in investing today (00:03:30)

4. Real risks of AI-driven decisions (00:06:45)

5. Why trust, emotion, and planning still matter (00:09:50)

319 episodes

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