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Content provided by Jason Edwards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Edwards 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://podcastplayer.com/legal.
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Why AI Can’t Protect Your Wallet | #18

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Manage episode 501174405 series 3656386
Content provided by Jason Edwards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Edwards 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://podcastplayer.com/legal.

Think AI can manage your money? Think again. In this episode of Watch Your Six, Jason Edwards pulls back the curtain on the limitations of artificial intelligence in financial planning — and why human experience still matters when it comes to protecting your future.

Jason breaks down three popular strategies for funding your child’s education — state prepaid tuition, UTMAs/UGMAs, and 529 plans — sharing the pros, cons, and hidden pitfalls of each. Along the way, he tackles audience DMs on AI’s energy demands, saving vs. investing, and what inflation means for your wallet.

Key themes:

  • Why AI advice is too generic for your unique financial goals
  • The real risks and rewards of prepaid tuition, UTMAs, and 529s
  • Smart saving and investing decisions that beat inflation

Whether you’re planning for college, building your nest egg, or just trying to make sense of today’s economy, this episode will help you make smarter, more confident money moves.

Guest/Host Links: Host – Jason Edwards: LinkedIn | Email: [email protected]

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser

Investment advisory services offered through Edwards Financial Services, Inc., a Registered Investment Adviser

Edwards Financial Services, Inc. is not owned or controlled by Calton & Associates, Inc.

The information contained in this communication has been derived from sources believed to be reliable but is not guaranteed as to the accuracy and completeness and does not purport to be a complete analysis of the material discussed. The opinions expressed herein do not necessarily reflect those of Calton and Associates, Inc., and are subject to change without notice.

  continue reading

18 episodes

Artwork
iconShare
 
Manage episode 501174405 series 3656386
Content provided by Jason Edwards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Edwards 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://podcastplayer.com/legal.

Think AI can manage your money? Think again. In this episode of Watch Your Six, Jason Edwards pulls back the curtain on the limitations of artificial intelligence in financial planning — and why human experience still matters when it comes to protecting your future.

Jason breaks down three popular strategies for funding your child’s education — state prepaid tuition, UTMAs/UGMAs, and 529 plans — sharing the pros, cons, and hidden pitfalls of each. Along the way, he tackles audience DMs on AI’s energy demands, saving vs. investing, and what inflation means for your wallet.

Key themes:

  • Why AI advice is too generic for your unique financial goals
  • The real risks and rewards of prepaid tuition, UTMAs, and 529s
  • Smart saving and investing decisions that beat inflation

Whether you’re planning for college, building your nest egg, or just trying to make sense of today’s economy, this episode will help you make smarter, more confident money moves.

Guest/Host Links: Host – Jason Edwards: LinkedIn | Email: [email protected]

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser

Investment advisory services offered through Edwards Financial Services, Inc., a Registered Investment Adviser

Edwards Financial Services, Inc. is not owned or controlled by Calton & Associates, Inc.

The information contained in this communication has been derived from sources believed to be reliable but is not guaranteed as to the accuracy and completeness and does not purport to be a complete analysis of the material discussed. The opinions expressed herein do not necessarily reflect those of Calton and Associates, Inc., and are subject to change without notice.

  continue reading

18 episodes

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