AI's Game-Changing Role in Financial Planning | Lucas Winthrop

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: [email protected]

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