My AI experience this week booking a routine HVAC service call via AI-powered chat. Wrong fee quoted, and several dates were proposed that turned out not to be available. A human had to clean it up.
In episode 5 of The Findustry podcast, I ask CFP Shannon Lee Simmons if it's a fail when someone who has an advisor retires with debt. https://t.co/hRmzrtTvmP
Season 12 of the Stress Test personal finance podcast for Gen Z and millennials kicks off with a look at how to prepare for something we all know is coming at some point - a stock market crash. https://t.co/jTWGndwSKA
How many times have I told a reader, "what you need is a financial planner?" Oh, thousands of times. That's why I wrote this post on my Substack personal finance newsletter. https://t.co/j6fa9P7Y9X
The golden age of DIY investing is here, and it's not because anyone with a pulse can make money in stocks lately. Details in the first installment of the 2026 Digital Brokerage Report.
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