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How to Money

Friday Flight - AI Investing Advice, Binge Shopping, & Hating on Honey #927

Jan 3, 2025
This week dives into the impact of AI on investing and how tech is revolutionizing financial guidance. Binge shopping trends and their ties to social media are examined, alongside strategies to regain control over spending. The conversation highlights the evolving landscape of financial advice, while also calling out problematic practices from apps like Honey and Zelle. Listeners get practical tips for 2025 financial goals, managing debt, and embracing affordable pleasures that strengthen community bonds.
36:19

Podcast summary created with Snipd AI

Quick takeaways

  • Consulting a certified financial planner can yield personalized strategies that enhance one's financial trajectory and improve goal achievement.
  • Engaging in cost-effective offline activities like board games can enrich social lives while offering fulfilling experiences without significant expenses.

Deep dives

The Value of Professional Financial Advice

Consulting a certified financial planner (CFP) can provide significant benefits, even for those with extensive financial knowledge. These professionals assess every facet of an individual's financial life, crafting a tailored plan that outlines concrete steps to achieve personalized financial goals. For a limited time, a service offers free 30-minute strategy sessions, making it accessible for anyone looking for professional guidance. Utilizing such resources ensures that financial strategies are robust and well-informed.

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