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5 AI Tools That Changed How I Manage Money (As a Financial Adviser)

EPISODE · Jan 26, 2026 · 32 MIN

5 AI Tools That Changed How I Manage Money (As a Financial Adviser)

from It's Not About The Money · host Catherine Morgan

As a former financial adviser, I love to geek out on money apps and AI, and I've tested dozens of tools over the last year with five standing out as absolute game-changers. Today, I'm sharing the five AI tools that will help you make better financial decisions: Claude for spotting spending patterns and acting as your behavioural money therapist, ChatGPT for quick financial scenario planning, Perplexity for fact-checking and researching financial products, Notebook LM which turns boring pension statements into engaging podcasts you can listen to on dog walks, and Snoop which monitors your bills to catch overcharges (it found me two forgotten Amazon Prime subscriptions!). I'm diving into exactly how to use each tool ethically, the specific prompts that get the best results, and why these tools aren't about replacing human advice but about removing the overwhelm that keeps you avoiding your finances - because sometimes the right tool can put £95 back in your pocket in just five minutes. Chapters 00:00 Introduction to AI in Money Management 00:31 Exploring Claude: Your Financial Therapist 10:42 Using ChatGPT for Financial Conversations 19:19 Researching with Perplexity 23:55 Audio Learning with Notebook LMM 28:19 Managing Money with Snoop 32:10 Conclusion: Choosing Your AI Tool Resources: Check out Snoop Join me and my mentor online to build your first AI Dream Team Member LIVE Learn more about the 3 Prompts Framework Here - AI Dream Team Playbook  Watch the 20 Minute Loom Real Time Video on How I built my own personalised AI Money Coach  Join AI Dream Team to learn how to build your own AI dream team Join my Monthly Money Visionary Newsletter for monthly AI Prompts Listen to me interview Natalie about AI and the future of money here This post contains affiliate links. If you make a purchase through these links, I may earn a small commission at no additional cost to you. I only recommend what I truly believe in and have completed myself. Get my FREE book 'It's Not About The Money' Take the Money StoryTypes® Quiz Sign up to my FREE Newsletter Become a Certified Financial Coach Reveal and Heal The Inherited Money Patterns Keeping You Stuck with the 5 Hidden Money Beliefs Framework Guide

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5 AI Tools That Changed How I Manage Money (As a Financial Adviser)

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