EPISODE · Mar 17, 2025 · 23 MIN
How AI is Changing Estate Settlements
from Financial Freestyle with Ross Mac · host Yahoo Finance
In this episode of Financial Freestyle, host Ross Mac sits down with Hugh Tamassia, co-founder of Alix, to discuss the massive $84 trillion wealth transfer expected through 2045 and how AI is revolutionizing estate settlements. Hugh shares how Alix is helping families navigate the complex and time-consuming process of managing a loved one’s assets after they pass away—handling everything from bank accounts and subscriptions to real estate and taxes. He also dives into his journey as a tech entrepreneur, lessons learned from working at major financial institutions like JP Morgan and Acorns, and why keeping a human touch in AI-driven services is essential. Whether you’re an investor, entrepreneur, or simply planning for the future, this conversation is packed with insights on financial literacy, innovation, and the future of estate management. Tune in now! Thoughts? Questions? Fan mail? Email us at [email protected] "Financial Freestyle with Ross Mac" on Yahoo Finance was created by John Tejada, and this episode was produced by Austin Rivera. Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
In this episode of Financial Freestyle, host Ross Mac sits down with Hugh Tamassia, co-founder of Alix, to discuss the massive $84 trillion wealth transfer expected through 2045 and how AI is revolutionizing estate settlements. Hugh shares how Alix is helping families navigate the complex and time-consuming process of managing a loved one’s assets after they pass away—handling everything from bank accounts and subscriptions to real estate and taxes. He also dives into his journey as a tech entrepreneur, lessons learned from working at major financial institutions like JP Morgan and Acorns, and why keeping a human touch in AI-driven services is essential. Whether you’re an investor, entrepreneur, or simply planning for the future, this conversation is packed with insights on financial literacy, innovation, and the future of estate management. Tune in now! Thoughts? Questions? Fan mail? Email us at [email protected] "Financial Freestyle with Ross Mac" on Yahoo Finance was created by John Tejada, and this episode was produced by Austin Rivera. Learn more about your ad choices. Visit megaphone.fm/adchoices
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How AI is Changing Estate Settlements
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