AI and Finance: How to Leverage Technology While Protecting Your Wealth

About this episode

The episode discusses the impact of AI on personal finance and offers strategies for wealth protection.

Artificial intelligence is everywhere but what does it actually mean for your money? In this episode of Your Money. Your Mission, host and SVP Wealth Fiduciary Advisor, Kelly Mould sits down with SVP Portfolio Manager, Eric Bernal and SVP Chief Information Security Officer, Mark Ward to explore the real-world impact of AI on your finances, from robo-advisors managing your portfolio to deepfake scams threatening your security. You'll discover practical strategies anyone can use today: Why pass...

People in this episode

Host: Kelly Mould

Guests: Eric Bernal, Mark Ward

Topics covered

• artificial intelligence
• finance
• wealth protection
• robo-advisors
• deepfake scams
• investment strategies

Keywords

• AI
• finance
• wealth management
• robo-advisors
• security
• investment
• scams

Mentioned in this episode

Organizations: Johnson Financial Group

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