PODCAST EPISODE 328 – What Financial Advisors Do That Apps Never Will

In this episode of More Than Commas, Paul discusses the evolving role of a financial planner in an age dominated by robo advisors and artificial intelligence. He questions whether technology renders financial planning obsolete or makes it even more essential. The episode explores how the role of the financial advisor is changing.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Related Posts

  • PODCAST EPISODE 135: LIFE INSURANCE AS AN ASSET CLASS WITH DICK WEBER

    EPISODE SUMMARY In this episode of the Sound Financial Bites Podcast, Paul and Cory welcome Dick Weber, a financial planner and life insurance advisor. Dick’s firm, Ethical Edge, helps to improve the integrity of communication and understanding of today’s life insurance policies. Paul, Cory and Dick talk about life insurance as an asset class, financial strategies, and volatility buffers. WHAT…

  • PODCAST EPISODE 248: Is Your Mutual Fund Manager Doing This?

    WHAT WAS COVERED [Tweet “23% of actively managed mutual funds over a 20 year period beat the benchmark they set in comparison to an index. However most all of them had 2 to 3 incredible years and did not provide consistent returns. #YourBusinessYourWealth”] [Tweet “37% of US Stock funds switch which index they compare they’re benchmark too. #YourBusinessYourWealth”] [Tweet “Prospectus has always…

  • PODCAST EPISODE 227: Could a Car Accident Cost You Everything?

    WHAT WAS COVERED [Tweet “Insurance is a moat or a wall between events and your wealth. #YourBusinessYourWealth”] [Tweet “Our main idea with insurance is grounded in protecting from catastrophic loss and also pursuing full replacement of that asset. #YourBusinessYourWealth“] [Tweet “A personal umbrella insurance policy is just an insurance policy that picks up where your car and homeowner insurances leave off. #YourBusinessYourWealth“] LINKS…

  • PODCAST EPISODE 217: Is the 4% Rule in Retirement Dead? Tips on 529 Plans

    EPISODE SUMMARY Experts say the 4% rule, a popular retirement income strategy, is outdated (By CNBC.com) Seven 529 Plans to Avoid (By Morningstar.com) This Retirement Myth Could Cost You $100,000 (By The Motley Fool) WHAT WAS COVERED [Tweet “The appeal to authority fallacy is that once someone is an expert I can turn off my brain and listen to their…

  • Podcast Episode 76: Stop Should-Ing on Your Money

    EPISODE SUMMARY On this episode of Sound Financial Bites, I speak with Dr. Paul Conti. Dr. Conti is a General Psychiatrist, treating all aspects of mental illness and the impact of life stressors. He is a graduate of Stanford University School of Medicine and he served as Chief Resident at Harvard. Named one of Oregon’s top psychiatrists in 2008, he…

  • PODCAST EPISODE 236: “Big Changes” Small Differences

    WHAT WAS COVERED [Tweet “Under the proposed act companies offering a 401k will be required to offer part-time employees to contribute to a retirement account, this will include gig workers, freelancers, caregivers, independent contractors. #YourBusinessYourWealth”] [Tweet “In today’s world, the only thing that’s going to stop you from becoming a millionaire is you, and your spending habits. #YourBusinessYourWealth”] [Tweet “Even though studies…