Your Money Guide on the Side

Ep 27 - 5 Ways to Make ChatGPT Your (Free) Financial Advisor (Without Getting Sued or Sold a Timeshare)

Aug 4, 2025
Explore how ChatGPT can be your free financial ally, enhancing your money decisions. Discover how to clarify your values and create a personal mission statement. Learn to understand your risk profile without the usual nonsense quizzes. Chart a financial timeline that accommodates your unique life path, including sabbaticals and hobbies. Finally, uncover the true cost of fees and how to navigate your advisor agreements. With AI, make smarter financial choices without the pressure of traditional advising.
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ADVICE

Clarify Your Money Values

  • Clarify what you truly value about money before setting financial goals.
  • Use ChatGPT to craft a personal money mission statement aligned with your values.
ADVICE

Understand Your Real Risk Profile

  • Assess your real risk tolerance by reflecting on actual past decisions, not hypothetical quizzes.
  • Use ChatGPT to simulate market crashes and coach your emotional response.
ADVICE

Map Your Financial Timeline

  • Build a financial timeline including major milestones and spending phases.
  • Ask ChatGPT to help plan for life transitions, including semi-retirement and sabbaticals.
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