About this episode

Phil discusses how excessive research can lead to poor financial decisions and what constitutes good research.

Financial information has never been more available — TV, podcasts, YouTube, Reddit, and now AI that will answer any question in about three seconds. And yet some of the worst financial decisions we see come from people who did a ton of research first. Today Phil’s talking about why this happens and what good research actually looks like. Being informed is a good thing. Being confidently misinformed is a different thing entirely. Reach out, and let’s have a frank conversation about your financial future. Here’s some of what we discuss in this episode: 📺 Finfluencers: Separating expertise from entertainment 🤖 AI Shift: New ways people research 👤 Personal Advice: Your situation is unique 🔐 Build Trust: Relationships drive better outcomes ✅ Vet Carefully: Credentials and experience matter 🎯 Take Action: Don't get stuck researching For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96 Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome

People in this episode

Host: Phil Putney

Topics covered

• financial research
• misinformation
• personal finance
• trust in advice
• AI in finance
• finfluencers

Keywords

• financial decisions
• research
• finfluencers
• AI
• personal advice
• trust
• credentials

Mentioned in this episode

Organizations: Reddit, YouTube, AI

Books & works: The Tax-Smart Retiree

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