Dad in the Machine: Who to Trust for Money Decisions?

On Father’s Day, many reflect on the value of sound guidance—from fathers, father figures or close mentors who’ve influenced our lives. Steady guidance matters most as our world grows more complex.

In the age of AI and chatbots, it’s easier than ever to get answers and advice—yet not all of it is reliable. Sometimes, AI provides convincing but incorrect “hallucinations.” That’s why getting the right answer depends not just on how you ask, but also on knowing what to ask—and being able to spot which answers you can truly trust. The articles below may help in that regard.

While technology and AI are powerful tools that continue to enhance what we do, there’s no substitute for working with a financial professional who combines those resources with experience, sound judgment, and a genuine understanding of your unique goals. Above all, I’m here as a real person you can engage with directly—someone who listens, understands, and can relate.

Let’s connect to discuss how your unique questions may shape your financial future—or about anything you read below.

Forget Prompting. To Win In The AI Age, You Must ASK

The Best Mentors Use These 4 Questions to Help Their Team Grow

Expect an Inheritance? How to Talk to Mom or Dad About It.

3 money questions experts say you should never ask AI — and 3 you should

Americans Are Finally Saving Almost What They’re Supposed to for Retirement

Working Until 70 Isn’t So Bad Provided You Feel 55

Photo by: Kelly Sikkema

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