• Financial Planning with AI featuring Financial Advisor Tim Maurer

  • Aug 22 2024
  • Length: 14 mins
  • Podcast

Financial Planning with AI featuring Financial Advisor Tim Maurer

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  • Summary

  • AI tools can make the quantitative work of financial planning easier, but relying too much on tech can backfire. CNBC Senior Personal Finance Correspondent Sharon Epperson speaks with Tim Maurer, Chief Advisory Officer of SignatureFD and member of the CNBC Financial Advisor Council, about the promise and peril of AI and the importance of a holistic approach to financial planning.

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