AI, Aging & Your Money: Dr. Chris Heye, CEO & Creator, whealthchat.ai episode artwork

EPISODE · Oct 13, 2025 · 1H 10M

AI, Aging & Your Money: Dr. Chris Heye, CEO & Creator, whealthchat.ai

from Jae'$ Corner Podcast · host Jae Oh, CFP, Author

AI, Aging & Your Money: Dr. Chris Heye, CEO & Creator, whealthchat.aiIn this episode of Jae’s Corner, Jae talks with Dr. Chris Heye—CEO and founder of Wealthcare Planning and WealthChat.ai—about how artificial intelligence can help families and advisors handle the hardest topic in finance: cognitive decline. Together they explore the connection between health, wealth, aging, and how AI tools are changing the future of financial conversations.In This Video00:00:00 Introducing Dr. Chris Heye and WealthChat.ai00:01:00 How health and wealth collide in real life00:03:00 Why healthcare risks outweigh inflation or market risks00:06:00 Planning for old age in America vs. other countries00:08:00 Essential legal documents everyone should have00:10:00 When financial decision-making starts to decline00:13:00 How to talk to aging parents about money and health00:18:00 Using AI to assess cognitive decline risk00:22:00 Advisor-facing vs. consumer-facing chatbot tools00:54:00 How AI will reshape the advisor-client relationship

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