Episode 178: AI, Money, And Safer Choices

Описание: Scammers sound like your kids now. Emails read perfectly. Vendors “change banks” with spotless instructions. We’ve hit a turning point where AI raises both the ceiling on productivity and the floor on fraud—so we sat down with AI strategist Debra Peters-Smith and the owner of Easy as ABC Computing to draw a clear line between fear and smart adoption. The plan is refreshingly simple: assess first, automate second, and verify every money move.

We walk through how most teams already own the right tools. CRMs, email suites, and PDF editors now ship with powerful AI features that go unused. By mapping bottlenecks—where time vanishes, errors crop up, and compliance wobbles—you can turn on what you already pay for and capture 20–25 percent efficiency before buying anything new. From meeting summaries and faster drafts to resume screening and structured interviews, AI compresses routine work, giving people space to do higher-value thinking. That’s how careers advance without fear: skill up, keep humans in the loop, and let the system handle the heavy lifting.

Security runs through every topic we cover. With voice cloning and realistic phishing on the rise, we outline low-friction guardrails for families and firms: slow down urgent requests, hang up and call back on known numbers, set a shared safe word, and confirm bank changes by phone before moving funds. For business owners, we frame AI around three outcomes—protect revenue, reduce friction, and scale capacity. After-hours voice agents that book appointments, on-site AI that qualifies leads, and automated review flows that route unhappy feedback to a manager before it hits Google can lift bookings, calm tempers, and prevent burnout.

If you’re ready to get traction without taking on tool sprawl, start by listing your top three friction points. Turn on the features inside your current stack, stitch small automations between steps, and pilot one change with clear metrics. Relief means you chose well; stress means you moved too fast. Subscribe, share this with a friend who runs a team, and leave a quick review telling us which task you’ll automate first.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may suit you, consult the appropriate qualified professional before deciding.