AI's Game-Changing Role in Financial Planning | Lucas Winthrop DSH #1207
AI is transforming financial planning like never before! 🚀 Join Sean Kelly on the Digital Social Hour as he chats with Lucas from Winthrop Wealth about how cutting-edge AI tools are reshaping the way we approach money management, investment strategies, and long-term planning. 💡 From optimizing your finances to preserving wealth, this episode is packed with valuable insights for high-net-worth individuals and business owners. 💼 Lucas shares the secrets to smart estate planning, tackling market volatility, and navigating the ever-changing financial landscape. 🌟 Discover how AI enhances forecasting, streamlines decision-making, and accelerates financial education. Plus, get the scoop on crypto, gold, and even futuristic topics like mining asteroids! 🪐💰 Don’t miss out on this engaging conversation filled with expert advice, relatable examples, and insider secrets. Watch now and subscribe for more eye-opening stories on the Digital Social Hour with Sean Kelly! 📺 Hit that subscribe button and stay tuned for more exciting topics and exclusive guest insights. 🔥💬 CHAPTERS: 00:00 - Intro 00:27 - Lucas from Winthrop Wealth 02:55 - Tax Cuts and Jobs Act Overview 03:53 - Impact of Tariffs on Economy 06:15 - Long-Term Financial Planning Strategies 08:45 - Age Discrimination in Finance Industry 09:42 - Technology's Impact on Financial Services 13:53 - Mastermind Groups in Finance 15:54 - Role of AI in Financial Planning 18:04 - Cryptocurrency Trends and Insights 23:05 - Investing in Gold & Silver 27:30 - Understanding Inflation Effects 28:00 - Exploring the Longevity Market 29:48 - Connecting with Lucas APPLY TO BE ON THE PODCAST: https://www.digitalsocialhour.com/application BUSINESS INQUIRIES/SPONSORS: jenna@digitalsocialhour.com GUEST: Lucas Winthrop https://winthropwealth.com/team/lucas-winthrop/ https://www.instagram.com/winthropwealth/ LISTEN ON: Apple Podcasts: https://podcasts.apple.com/us/podcast/digital-social-hour/id1676846015 Spotify: https://open.spotify.com/show/5Jn7LXarRlI8Hc0GtTn759 Sean Kelly Instagram: https://www.instagram.com/seanmikekelly/ #financiallandscape #aitools #financialeducation #aiinfinance #aiinbanking