Discussing Revenue Drivers, Generational Wealth, and Financial Technology

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Exploration of a company's revenue miscalculation benefiting consumers, followed by insights on generational wealth transfer and importance of financial planning, with highlights on MassMutual's financial planning assistance and Sage's AI technology for finance professionals.

Episode 346: Neal and Toby unpack US Surgeon General Dr. Vivek Murthy’s call for a warning label on social media apps before teens log on. Then, wealthy taxpayers have been exploiting a loophole and the IRS is fed up. Next, Wells Fargo’s partnership with Bilt Rewards has been a favorite among cardholders… Except it’s costing the bank millions of dollars. Plus, print magazines aren’t quite dead yet. Toby explains why he sees a thriving trend for high-end niche print magazines. Meanwhile, McDonald’s pulls back its AI-powered drive-thrus in over 100 stores due to its (quite comical) technical flaws. Lastly, customer satisfaction across 13 sectors are getting worse and worse. Have we lost the importance of customer service?

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00:00 - Last time the Celtics won…

2:15 - Social media warning labels

7:15 - IRS closing big tax loophole

10:15 - Wells Fargo regretting Bilt card?

15:00 - Toby’s Trends: print magazines

18:30 - McDonald’s AI drive-thru flop

22:30 - Customer service is a lost art

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