How to Create Your Own AI Financial Plan in Minutes

Описание: Welcome back to The Dean's List! I'm your host, Dean Lyulkin, and today we're exploring how AI is disrupting the trillion-dollar financial planning industry.

In this eye-opening episode, I show you exactly how AI tools like ChatGPT are replacing expensive financial advisors, and walk you through a real-world retirement planning scenario.
🤖 How AI Creates Complete Financial Plans
💰 Seven Steps To AI Retirement Planning
📊 Real Example: $3M Portfolio Strategy
⚡ Why Most People Don't Need CFPs Anymore
💼 When Human Advisors Still Matter

Don't waste thousands on financial planning! Join me as I demonstrate how AI can create sophisticated retirement strategies for free and when you might still need human advice.

CHAPTERS:
[00:00:00] AI vs Financial Planners
[00:00:53] Real-World Planning Scenario
[00:02:35] AI Withdrawal Strategy
[00:04:02] Portfolio Allocation Analysis
[00:05:20] Tax Optimization Strategy
[00:07:14] AI Follow-Up Planning

DISCLAIMER: This video is intended for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Investors are advised to consult with their financial advisors, tax professionals, and legal representatives before making any investment.
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