The Use Of Technology In Financial Planning

As technology keeps advancing, it’s made our lives easier in so many ways. Tasks that used to need outside help can now be done on our own with just a few clicks. This shift has also brought more accessible online financial tools, but how accurate and helpful are they really?

 

Here’s some of what we discuss in this episode:

• The risks that come with sponsored ads on Google.
• How robo-advisors take the emotion out of investing.
• How useful are online “retirement calculators?”
• Different uses for technology in the accumulation phase vs. the distribution phase.

 

Get in touch with the Peterson Financial team: https://petersonfg.com/