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Annuity Answers with ChatGPT

Annuity Answers with ChatGPT

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About this listen

Ever asked ChatGPT about your retirement? You're not alone. In this episode, Bryan shares what happened when a client used AI to compare annuity options—and the results might surprise you.

ChatGPT can summarize information, but can it build YOUR retirement strategy? Bryan breaks down the limitations of AI-generated financial advice and explains why your unique situation demands more than a computer algorithm.

If you've ever wondered whether AI can replace a financial advisor (or if you should even try), this episode is for you. Spoiler: Bryan's not worried, and you'll understand why.

Listen to learn:

  • What ChatGPT actually says about annuities
  • The critical gap between information and strategy
  • How to use AI without abandoning critical thinking
  • Why human expertise still matters in retirement planning
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