Artwork
iconShare
 
Manage episode 519012686 series 2910041
Content provided by ClearVista Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by ClearVista Financial 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://staging.podcastplayer.com/legal.

Send us a text

AI can crunch numbers… but can it understand your goals?

In this episode of Spend Life Well, Mark Trice breaks down the growing wave of finance apps and AI tools that claim to be the future of money management. While technology can make budgeting, investing, and saving smarter and more convenient, it still can’t replace the value of real relationships, personalized strategy, and wisdom rooted in experience.

Join us as we explore:

• Why AI is helpful…but not human
• Where apps can support (but not guide) your financial journey
• The irreplaceable role of a trusted financial advisor

If you’ve wondered whether algorithms can make better money decisions than you can, this conversation will help bring clarity and confidence to your financial plan.

Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:

Have questions? Shoot us an email at [email protected] or connect with us at https://clearvistafinancial.com

Follow along on social media:
INSTAGRAM | FACEBOOK | LINKEDIN

  continue reading

160 episodes