08.26.25 Ask An Advisor With Wes Moss
The Clark Howard Podcast
00:00
Navigating AI in Financial Planning
This chapter discusses the transformative impact of artificial intelligence in financial planning and investing, highlighting its potential for analysis while cautioning against over-reliance for specific predictions. It emphasizes the importance of professional guidance for estate planning and tax implications, as well as the complexities surrounding capital gains tax brackets. The segment further explores Real Estate Investment Trusts (REITs), their benefits, risks, and the significance of a diversified approach to investing.
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