5 AI Tools That Changed How I Manage Money (As a Financial Adviser)
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About this listen
As a former financial adviser, I love to geek out on money apps and AI, and I've tested dozens of tools over the last year with five standing out as absolute game-changers.
Today, I'm sharing the five AI tools that will help you make better financial decisions: Claude for spotting spending patterns and acting as your behavioural money therapist, ChatGPT for quick financial scenario planning, Perplexity for fact-checking and researching financial products, Notebook LM which turns boring pension statements into engaging podcasts you can listen to on dog walks, and Snoop which monitors your bills to catch overcharges (it found me two forgotten Amazon Prime subscriptions!).
I'm diving into exactly how to use each tool ethically, the specific prompts that get the best results, and why these tools aren't about replacing human advice but about removing the overwhelm that keeps you avoiding your finances - because sometimes the right tool can put £95 back in your pocket in just five minutes.
00:00 Introduction to AI in Money Management
00:31 Exploring Claude: Your Financial Therapist
10:42 Using ChatGPT for Financial Conversations
19:19 Researching with Perplexity
23:55 Audio Learning with Notebook LMM
28:19 Managing Money with Snoop
32:10 Conclusion: Choosing Your AI Tool
Resources:Check out Snoop
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