Can AI Build Your Retirement Plan? Here's What Technology Still Can't Do
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Technology and AI are changing the investing landscape, but can they replace human judgment in retirement planning? On this episode of Aspire to Retire, Ralph and Tim Short discuss where technology fits into financial planning, why tax flexibility matters in retirement, and how business owners can avoid relying solely on the future sale of their company to fund retirement. They also explore common retirement risks, the importance of regular portfolio reviews, and why annuities may deserve a fresh look as part of a retirement income strategy. Whether you're managing your own investments, preparing to retire, or looking for a second opinion, this conversation highlights the value of creating a retirement plan that adapts as life changes.
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