On the Money: AI and Financial Decisions

On this episode of "On the Money," Paul Ruedi, David Ruedi, CFP®, Ryan Repko, CFP®,  and Dr. Fred Giertz discuss concerns about Social Security benefit cuts, using AI to help with financial decisions, and Paul's experience advising clients during the 2008 financial crisis.

(2:14) Majority of retirees are worried about Social Security benefit cuts

(14:25) Caller comment: Claiming Social Security disability is so complicated it is just wrong.

(20:53) Caller question: If you are on Social Security disability already, can you go back and claim compassionate allowance?

(29:10) Using AI to assist with financial decisions

(46:47) Paul’s experience advising clients during the 2008 financial crisis