Money in the Age of AI: Markets, Mindset & Investing with Lisa Detanna (Ep 349)

Lisa Detanna has spent decades helping families, founders and executives navigate wealth, markets and uncertainty - and in this episode of the Why Not Now? podcast, she joins Amy Jo Martin for a candid conversation about AI, investing, financial psychology, and what the future of money may actually look like.   As Managing Director and Senior Vice President of Investments at Raymond James, Lisa has guided clients through multiple market cycles, economic shifts and technological revolutions.   Together, Amy Jo and Lisa unpack some of the biggest misconceptions surrounding artificial intelligence and the economy, including whether AI is truly replacing jobs, how companies are reallocating capital toward innovation, and why market volatility doesn't always mean panic.   They also explore the emotional side of money: behavioral finance, psychological safety, decision-making under pressure and how AI tools are beginning to help people better understand not just their finances, but their time, habits and energy.   You'll hear Lisa's practical insights on investing during periods of uncertainty, diversification, retirement planning, compounding wealth, longevity planning to age 120 (yes, 120!), and why staying informed matters more than reacting to headlines.   This episode is both grounding and forward-looking - a conversation about embracing change without losing perspective. If you've been trying to make sense of AI's impact on markets, careers, investing and everyday life, this discussion offers clarity, context and a refreshing dose of calm.    Learn more about Lisa here.    Amy Jo has a professional partnership with Lisa and her team at Raymond James via the Renegade Multi Family Office. If you'd like to learn more about working with Lisa, reach out to Amy Jo at [email protected].   Amy Jo Martin speaks globally on Humanizing AI, Leadership, Decision-Making, and the Future of Work. Learn more about keynote topics and availability: amyjomartin.com/speaking   Learn more about Amy Jo: https://amyjomartin.com/ Get Amy Jo's newsletter: https://amyjomartin.com/newsletter Watch Amy Jo's Speaking Reel: https://amyjomartin.com/speaking   Follow Amy Jo… Instagram: https://www.instagram.com/amyjomartin/ X/Twitter: https://twitter.com/amyjomartin Facebook: https://www.facebook.com/AmyJoMartin/ YouTube: https://www.youtube.com/@AmyJoMartinRenegade Why Not Now? Instagram: https://www.instagram.com/whynotnow/ Buy Amy Jo's book: https://amyjomartin.com/book Follow Renegade Global: https://www.instagram.com/renegade_global