AI and Money: Gauging Americans’ Comfort Levels with Using AI for Financial Planning

In the Season 2 kickoff of The Financial States of America podcast, Christian Mitchell and Bryan Falchuk revisit a hot topic that continues to be a gamechanger for how we work and live: artificial intelligence (AI). Joining the conversation is Lareina Yee, Senior Partner at McKinsey, who calls generative AI a superpower that can lift productivity and quality. The technology is being deployed more widely than we may realize, but how can businesses make the most of it? And what does it mean for our day-to-day lives? While GenAI continues to expand its capabilities to handle increasingly complex tasks, it’s people who sit at the heart of digital transformation. The discussion highlights recent findings from Northwestern Mutual's Planning & Progress Study that explores how Americans feel about integrating AI into their financial lives, revealing an interesting generational divide on how comfortable people are with the applications of AI. Learn how organizations and individuals can approach this watershed moment for AI with greater financial confidence.