Simply Money presented by Allworth Financial
From Simply Money by 55KRC (WKRC-AM)
June 5, 2026 · 40 min
About this episode
Bob and Brian explore the effectiveness of AI in answering common financial planning questions.
On this episode of Simply Money presented by Allworth Financial, Bob and Brian put AI to the test, asking ChatGPT some of the most common financial planning questions—from Roth conversions and Social Security timing to concentrated stock positions and paying off a low-rate mortgage. They break down where artificial intelligence gets it right, where it falls short, and why context, personalization, and human judgment still matter when making major financial decisions. See omnystudio.com/listener for privacy information.
People in this episode
Hosts: Bob, Brian
Topics covered
- financial planning
- artificial intelligence
- Roth conversions
- Social Security
- investment strategies
- personal finance
Keywords
- financial planning
- AI
- ChatGPT
- Roth conversions
- Social Security
- mortgage
- investment
Sponsors
Allworth Financial
Mentioned in this episode
Products: ChatGPT
Places: Social Security
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