The Spend Life Well Show
ClearVista Financial's Mark Trice addresses financial topics and strategies based on Biblical principles. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ClearVista Financial are not affiliated.
The Spend Life Well Show
Why AI Can't Replace Your Financial Advisor | Episode 184
AI can crunch numbers… but can it understand your goals?
In this episode of Spend Life Well, Mark Trice breaks down the growing wave of finance apps and AI tools that claim to be the future of money management. While technology can make budgeting, investing, and saving smarter and more convenient, it still can’t replace the value of real relationships, personalized strategy, and wisdom rooted in experience.
Join us as we explore:
• Why AI is helpful…but not human
• Where apps can support (but not guide) your financial journey
• The irreplaceable role of a trusted financial advisor
If you’ve wondered whether algorithms can make better money decisions than you can, this conversation will help bring clarity and confidence to your financial plan.
Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
OTHER RESOURCES:
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
Have questions? Shoot us an email at info@clearvistafinancial.com or connect with us at https://clearvistafinancial.com
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