Lightning Round: AI in Wealth Management, Anti-Tech Trends & Gold Investing - EP 126

In this episode Justin and Jared dive into a lightning round covering AI in wealth management, the growing appeal of “anti-tech” living, and how to think about gold in today’s market. They explore how AI is transforming the financial planning profession—enhancing efficiency while still requiring human judgment for deeper, more personalized decision-making. The conversation also highlights a cultural shift toward choosing simplicity and “friction” in a hyper-optimized world. Finally, they discuss how to approach gold and commodities within a portfolio, emphasizing the importance of having a clear investment framework and balanced strategy.For more information and show notes visit: https://bwmplanning.com/post/126 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/ Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.