The Use Of Technology In Financial Planning

November 26, 2024 / walter /

Equipping Points:

As technology keeps advancing, it’s made our lives easier in so many ways. Tasks that used to need outside help can now be done on our own with just a few clicks. This shift has also brought more accessible online financial tools, but how accurate and helpful are they really?

In this episode, Eric is going to talk about some of the risks and downsides that come with today’s financial tech. Whether it’s sponsored ads on Google that push certain narratives or the accuracy of online retirement calculators, he’ll share his honest take on these topics and more. Don’t miss out on this eye-opening conversation!

Here’s some of what we discuss in this episode:

The risks that come with sponsored ads on Google.
How robo-advisors take the emotion out of investing.
How useful are online “retirement calculators?”
Different uses for technology in the accumulation phase vs. the distribution phase.

If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.

Today’s Takeaway:

Related Episodes:

Healthcare in Retirement

Most Common Retirement Planning Mistakes

Do You Have These Blind Spots In Your Retirement Plan?

More From Eric:

The host: Eric Peterson - Contact - Call: (515) 226-1500

Subscribe To The Podcast:

Apple Podcasts - Google Podcasts - Spotify - Stitcher - iHeartRadio - TuneIn

Check out some other recent episodes

Mailbag – Roth IRA, Emergency Funds & Tax-Deferred vs. Tax-Free

April 24, 2025

Making more money is great, but what happens when it becomes a roadblock for contributing to a Roth IRA? And how can you make your emergency fund work smarter for you? In today’s episode, we pull from the mailbag and answer a mix of listener questions. Eric addresses concerns that reflect the real-life hurdles many face on the road to retirement.

How 2025 Tax Updates Can Impact Your Financial Plan

April 17, 2025

Although tax season has come to a close, the time for smart tax planning has just begun! In this episode, we unpack the upcoming tax updates that could affect your planning for the next few years, including changes to 401(k) contribution limits, tax deductions, and the potential benefits of using tax-advantaged accounts like HSAs.

Early Retirement: Dream Come True or Financial Trap?

April 10, 2025

Ever fantasize about leaving your 9-to-5 before traditional retirement age? You’re not alone, but is early retirement even possible? In today’s episode, Eric explores what it really takes to retire early including how to tackle healthcare costs, how to make money last longer and the importance of shifting your mindset from spender to saver.

What 400+ Advisors Say Really Keeps Retirees Up at Night

April 3, 2025

What are Americans really concerned about when it comes to retirement? In this episode, we unpack the results of an insightful survey from Financial Advisor Magazine, which was completed by over 400 financial advisors. We’ll also compare these answers with the real-world concerns we hear every day from the clients in our own practice.