AI and Investing: What It Can and Cannot Do episode artwork

EPISODE · Mar 25, 2025 · 22 MIN

AI and Investing: What It Can and Cannot Do

from The Fiscal Physical Retirement Podcast · host Aaron & Ryan

A listener from the medical field asked whether AI can be trusted for investing decisions, and it is a question worth taking seriously. Ryan is genuinely optimistic about AI as an efficiency tool in financial services, sharing how it already helps with things like pulling data from tax returns and filtering communications.But he is clear about the limits of consumer chatbots for investment decisions. The core problem is garbage in, garbage out: if you do not know the right questions to ask, AI cannot tell you what you are missing. It is a supplement to good advice, not a replacement for it. This episode helps you understand what AI in finance is actually doing today and where the guardrails still matter.Find "Your Fiscal Physical" the book on AmazonIf you have suggestions or feedback, please email us at: [email protected], as always, Stay the Course!

Episode metadata supplied by the publisher feed · Published Mar 25, 2025

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A listener from the medical field asked whether AI can be trusted for investing decisions, and it is a question worth taking seriously. Ryan is genuinely optimistic about AI as an efficiency tool in financial services, sharing how it already helps with things like pulling data from tax returns and filtering communications. But he is clear about the limits of consumer chatbots for investment decisions. The core problem is garbage in, garbage out: if you do not know the right questions to ask,...

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AI and Investing: What It Can and Cannot Do

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