Ep. 95 - AI vs. Human Touch: The Future of Financial Planning in the Age of Machine Learning w/ John Henry

NoBS Wealth

Message us, here for you!

Alright, let's cut through the bullshit about financial planners being trust fund babies or money-obsessed sharks. In this episode, we're diving deep with John Henry, a math whiz turned financial advisor who's flipping the script on what it means to help people with their money.

John's journey from professor to insurance actuary to investment advisor is anything but typical. He started out thinking he'd only work with data scientists on investments, but life had other plans. Now, he's helping all sorts of folks navigate their financial journeys, from getting out of debt to avoiding crypto scams pushed by sketchy online dates.

Here's the real talk: John's not in this game for the fat stacks. He's got a day job and does this evenings and weekends because he genuinely gives a damn about helping people. And let me tell you, the stories he shares about saving people from financial disasters will give you chills.

We dive into some heavy topics like:

• The role of AI and machine learning in finance (spoiler: it's already here)
• Why you shouldn't try to beat the market like you're the next Wolf of Wall Street
• The struggles of building a financial advisory business that actually helps the people who need it most

John drops some serious knowledge about portfolio optimization, the pitfalls of outdated financial theories, and why your TikTok financial guru might be leading you astray.

If you're tired of the same old financial advice and want to hear from someone who's using their big brain for good, this episode is for you. Whether you're just starting out or you're looking to level up your financial game, John's got insights that'll make you think.

Ready to get your financial shit together? Check out John and Story Makers: LinkedIn: https://www.linkedin.com/in/johnhenryphd/ Company Page: https://www.linkedin.com/company/story-makers-investment-advisors/ Website: https://www.storymakersinvestmentadvisors.com/

Remember, wealth building is a journey, not a sprint. Take that first step today, and who knows? You might just be thanking your future self for listening to this episode.

Welcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!

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章

1. Ep. 95 - AI vs. Human Touch: The Future of Financial Planning in the Age of Machine Learning w/ John Henry (00:00:00)

2. John Henry's Journey into Financial Planning (00:01:51)

3. Expanding Services Beyond Investments (00:03:48)

4. Challenges and Rewards of Financial Planning (00:04:41)

5. The Role of AI and Machine Learning in Finance (00:09:10)

6. Advice for Retail Investors (00:16:28)

7. Subscription-Based Financial Planning (00:19:34)

8. Final Thoughts and Advice (00:24:30)