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Will AI Replace Your Financial Advisor?

4d ago 37:03

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Artificial intelligence is transforming every corner of the financial world — but can it really replace human expertise?

In this episode, host Lianna Adams sits down with Dr. Max Li, Professor at Columbia University and CEO of OORT, a leading AI innovation company. Together, they explore how machine intelligence is reshaping how we invest, spend, and build trust in the digital age.

From hidden AI tools in your banking apps to the ethics of algorithmic advice, this conversation dives into the future of personal finance — where human intuition meets artificial intelligence.

💡 You’ll learn:

How AI is already influencing your financial decisions (often without you knowing)
Whether AI can (or should) replace traditional financial advisors
Smart ways to use AI today for better saving and investing
What financial advice might look like in the next five years

Tune in to discover why the future of finance might not be human or machine — but a powerful partnership between both.

66 episodes

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