???? Can AI really replace your financial advisor? Not quite — and in this episode of My Hybrid Retirement Weekly, Rob Leiphart breaks down the truth.
AI is powerful. It can crunch numbers in seconds, run retirement scenarios, and track your accounts 24/7. But when it comes to the biggest financial decision of your life — retirement — AI falls short. That’s where the hybrid model comes in: smart technology + human wisdom.
In this video, you’ll learn:
✅ What AI does brilliantly in financial planning
✅ The major limitations of AI in retirement decisions
✅ Why the human touch still matters for taxes, Social Security, and life’s curveballs
✅ How the hybrid retirement approach gives you clarity and confidence
Whether you’re a business professional, a seasoned investor, or just starting to think about your retirement, this episode will show you how to use AI without losing the human guidance you need.
#RetirementPlanning #AIandFinance #HybridRetirement #FinancialAdvisor #SmartMoneyMoves #WealthManagement
00:00 Introduction: The Role of AI in Financial Advising
00:41 The Limitations of AI in Retirement Planning
01:28 The Hybrid Approach: Combining AI and Human Wisdom
02:25 The Strengths and Weaknesses of AI
04:31 The Human Touch in Financial Advising
07:49 Future of Hybrid Retirement Planning
10:01 Conclusion: Embracing Hybrid Retirement Planning
Featured videos:
https://www.youtube.com/watch?v=iwLUoFBQsIg
https://www.youtube.com/watch?v=733Teqea0K8
https://www.youtube.com/watch?v=Gk0jRcC2E1M
???? Join Rob live every Tuesday at 12 PM ET for My Hybrid Retirement Weekly
???? Book your appointment here: https://myhybridretirement.com/15minutezoomcall
???? Subscribe for weekly insights on retiring smarter, achieving balance, and building financial freedom.
????️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! ???? https://streamyard.com/pal/d/4983638078390272
AI is powerful. It can crunch numbers in seconds, run retirement scenarios, and track your accounts 24/7. But when it comes to the biggest financial decision of your life — retirement — AI falls short. That’s where the hybrid model comes in: smart technology + human wisdom.
In this video, you’ll learn:
✅ What AI does brilliantly in financial planning
✅ The major limitations of AI in retirement decisions
✅ Why the human touch still matters for taxes, Social Security, and life’s curveballs
✅ How the hybrid retirement approach gives you clarity and confidence
Whether you’re a business professional, a seasoned investor, or just starting to think about your retirement, this episode will show you how to use AI without losing the human guidance you need.
#RetirementPlanning #AIandFinance #HybridRetirement #FinancialAdvisor #SmartMoneyMoves #WealthManagement
00:00 Introduction: The Role of AI in Financial Advising
00:41 The Limitations of AI in Retirement Planning
01:28 The Hybrid Approach: Combining AI and Human Wisdom
02:25 The Strengths and Weaknesses of AI
04:31 The Human Touch in Financial Advising
07:49 Future of Hybrid Retirement Planning
10:01 Conclusion: Embracing Hybrid Retirement Planning
Featured videos:
https://www.youtube.com/watch?v=iwLUoFBQsIg
https://www.youtube.com/watch?v=733Teqea0K8
https://www.youtube.com/watch?v=Gk0jRcC2E1M
???? Join Rob live every Tuesday at 12 PM ET for My Hybrid Retirement Weekly
???? Book your appointment here: https://myhybridretirement.com/15minutezoomcall
???? Subscribe for weekly insights on retiring smarter, achieving balance, and building financial freedom.
????️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! ???? https://streamyard.com/pal/d/4983638078390272
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