The Use Of Technology In Financial Planning


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Nov 26 2024 12 mins   3

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/