Tech tools are everywhere — but when it comes to retirement, can an algorithm really replace a trusted advisor?
Managing money looks nothing like it did for our parents, especially with pennies slowly going away. With digital wallets, chip cards, and AI-powered investing tools, it’s easy to wonder: Is technology phasing out the traditional retirement advisor? Greg and Kristen explain why the answer is a firm no—especially for retirees.
They break down the difference between investment guidance from a robo-advisor and true holistic retirement planning, which includes income planning, inflation strategy, tax efficiency, healthcare, and legacy planning.
This episode highlights the emotional, human side of retirement planning—the back-and-forth conversations, the guidance through life changes, and the peace that comes from working with someone who genuinely cares. Technology is a great tool… but it can’t replace a relationship.
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