The Role of ChatGPT in Assisting Retirees

from Wealth Over Taxes · host Kevin Sullivan and Robin Whitlock

In this conversation, Kevin Sullivan and Gary Nolan discuss the evolving landscape of retirement planning, emphasizing the importance of mental engagement and personalized financial advice. They explore the role of AI tools like ChatGPT in assisting retirees, the significance of budgeting, and the impact of biological aging on financial decisions. The discussion also addresses the challenges of retirement in America, including the potential for Social Security means testing and the necessity of comprehensive estate planning. Through various examples, they highlight common pitfalls in retirement planning and the importance of proactive strategies to ensure financial security. Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/See omnystudio.com/listener for privacy information.

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This episode is 51 minutes long.

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This episode was published on August 1, 2025.

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