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July 30, 2025 26 mins

AI is a powerful tool. How can you utilize it and how can it help you? It is better to proactive or Reactive with you financial future?

The team at Fitzwilliams Financial discuss their experiences and more on this episode! Whether you’re 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them.

Topics Covered 💡:

 ▸ AI: the good and the bad

▸ How to be proactive in your financial future

If you’ve ever felt lost about your retirement future, this episode will show you how to gain control and move forward with confidence.

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