The Get Ready Money Podcast
The Get Ready Money Podcast with Tony Steuer features insightful conversations with thought leaders who are transforming how we think about money.
Each episode provides actionable tips and meaningful insights to help you ask the right questions, improve your financial conversations, and take control of your financial future. Whether you’re a financial professional or simply looking to strengthen your financial foundation, this podcast will leave you empowered and prepared.
“The litmus test for a terrific podcast has to be that you found yourself wishing you were ‘in the room’ for the conversation you're listening to, so you could participate. I had that feeling when Tony Steuer, CLU, LA, CPFFE and Bobbi Rebell Kaufman, CFP® were discussing the importance of understanding who you are taking financial advice from, and how much further in life just a little more intention can get you. Worth a listen!” – Karen Holland
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The Get Ready Money Podcast
How AI Is Transforming Financial Planning and Enhancing Client Relationships
On this episode of The Get Ready Money Podcast, I spoke with Lily Vittayarukskul, co-founder of Waterlily, and Sumedha Rai, AI strategist, about how AI is reshaping financial planning—from enhancing advisor-client relationships to helping protect consumers from financial scams.
We explored how advisors can integrate AI thoughtfully, while keeping empathy and human connection at the center of every conversation.
💡 Key Takeaways
🔹 AI boosts personalization
🔹 Automation frees up time for advisors to focus on deeper client conversations
🔹 AI improves fraud detection, but social engineering still requires human awareness
🔹 Empathy can’t be outsourced—relationships remain the advisor’s superpower
🔹 AI enables scale, but it’s people skills that build trust
🔹 Pause before reacting—slow down, verify, and stay scam aware
Connect with Lily Vittayarukskul:
Connect with Sumedha Rai:
Resources mentioned:
- Get Ready Podcast episode: Connecting Wealth and Great Health With Chris Heye (here)
- Carefull (here)
- Eversafe (here)
Bio:
Lily Vittayarukskul is the CEO and Co-Founder of Waterlily. Graduating from UC Berkeley with a degree in Genetics and Data Science, Lily led product and engineering teams at multiple startups before founding Waterlily, a company dedicated to making healthcare and its costs accessible, understandable, and empowering for all.
Sumedha Rai is a data scientist and AI strategist who helps industries like FinTech and healthcare tackle high-stakes challenges. From central banks to micro-investment platforms, I’ve built predictive models that detect fraud, analyze risk, and uncover customer insights—before problems arise.
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
