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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Jan 16, 2026

AI can answer questions instantly, but should it be trusted with your financial future? Dive into today’s episode as Jake and Nick tackle whether AI can truly replace human financial advisors. You’ll hear the real risks, and hidden potential when using AI for money decisions. Tune in and learn what to ask before trusting your finances to technology!

Here’s what we discuss in this episode:

🤖 AI in Financial Advice: What artificial intelligence can (and can’t) do

🧠 The Human Element: Why context and experience still matter in planning

🧰 Using AI the Right Way: How to treat AI as a research assistant, not a decision-maker

📬 Mailbag Minute: Quick answers to listener questions on Social Security and retirement withdrawals

 

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