The Money Script
Hosted by Yohance Harrison, The Money Script Podcast is your go-to resource for mastering financial literacy and aligning your money decisions with your values. Each episode explores wealth-building strategies, navigating financial challenges, and achieving your financial goals. Featuring expert guests and real-life money stories, the show delivers practical insights to help you improve your "Money Script"—the subconscious beliefs shaping your financial behavior. Whether you're a seasoned investor or just starting your financial journey, this podcast equips you with the tools to transform your relationship with money. Subscribe now and take control of your financial future!
Various factors, including changing market conditions and laws, may mean the content no longer reflects current opinions. Do not assume any information in this media replaces personalized investment advice from Money Script Wealth Mgmt. PLLC. Listeners with questions about specific issues should consult their professional advisor. Money Script, LLC is not a law firm or accounting firm; this article should not be taken as legal or accounting advice. Money Script Wealth Management, PLLC’s current written disclosure statement about our services and fees is available upon request.
The Money Script
Between Two Advisors - A Conversation with Jamie Hopkins
In this episode, Jamie Hopkins explores how artificial intelligence is transforming financial literacy and planning. He explains how AI can simplify complex decisions, such as 401(k) management, empowering individuals to take greater control of their finances. Jamie also discusses potential risks, cautioning against over-reliance on AI and emphasizing the importance of human oversight. The conversation delves into the impact of AI on retirement planning, particularly its role in providing access to quality advice and tools, while also addressing concerns about the performance of target date portfolios and their ability to meet clients’ needs. Jamie also shares insights from his book published two years ago, reflecting on its relevance to the current financial landscape and the evolving role of technology in achieving financial goals.
1:00 - Introduction to Jamie Hopkins
4:15 - How AI Can Transform Financial Planning and Literacy for Everyday Investors
16:30 - Where AI Can Go Wrong in Financial Planning
23:00 - The Role of AI in Providing Reliable Retirement Advice for the Public
25:00 - Evaluating Target-Date Portfolios: Are They Enough to Meet Retirement Goals?
34:30 - Discovering Jamie Hopkins' Recent Book: Insights and Reflections
Want to spend 15 minutes with one of our advisors? Please visit moneyscript.com to book a session.