How Is Technology Redefining Retirement Planning?

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Today's Hack

In a world where technology touches every aspect of our lives, it's no surprise that it has also made its mark on the financial industry. So, in today’s episode, we’re going to unpack the toolbox of technology that's promising to redefine retirement planning. From robo-advisors to online calculators, we’ll discuss whether certain tools truly simplify the planning process or introduce new complexities.

 

In a world where technology touches every aspect of our lives, it’s no surprise that it has also made its mark on the financial industry. So, in today’s episode, we’re going to unpack the toolbox of technology that’s promising to redefine retirement planning. From robo-advisors to online calculators, we’ll discuss whether certain tools truly simplify the planning process or introduce new complexities.

The convenience of the digital age is undeniable. For example, with a simple Google search, you can access a wealth of information on retirement planning. But as Phil points out, this ease of access comes with its own set of challenges. Join Phil and Marc as they share some helpful tips to navigate these technological advancements effectively.

 

Here’s some of what we discuss in this episode:

0:00 – Intro

1:45 – Google has made life easier, but can lead to misformation

5:50 – Online calculators can provide a great starting point

7:52 – The benefits and drawbacks of do-it-yourself trading platforms

11:35 – Thinking about the end game with online courses and webinars

15:19 – Being careful with online advice from financial influencers

 

If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.

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pputney@afswealthmgt.com

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