The Use Of Technology In Financial Planning

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:

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

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