Artificial Intelligence – Relax, It's Retirement Podcast

AI’s Impact on Information Retrieval and Career Futures with Michael Laughlin (Ep. 30)

By Relax It's Retirement-Podcast | December 12, 2023

Are you worried that technology could take over your job? You aren’t the first to feel this way. Whenever technology booms, fear of replacement creeps up. But have you considered the new jobs that this type of evolution opens up?

Join Josh Leonard with his guest Michael Laughlin, head of the portfolio specialist team at Morningstar. They explore the potential of AI in various sectors such as finance, marketing, software development, and healthcare, emphasizing that AI will never fully replace the human element, which is crucial to decision-making and building relationships.

Michael discusses:

What are the potential business applications of AI
When and where is the role of AI in the financial advisory industry
How do established leaders and investors perceive AI
How is AI used in marketing communications
And more

Resources:

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About our Guest:

A subject matter expert in portfolio construction and trends in the wealth management community. Frequent conference speaker and thought leader. Collaborating with portfolio and sales management teams to design model solutions that help Wealth Management Advisors scale their practices. Experienced in multi-asset class portfolios including alternatives, ESG, and factor investing for UHNW clients.

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Money Meets Machine: The Impact of AI in Financial Services (Ep. 16)

By Relax It's Retirement-Podcast | May 23, 2023

In a world where AI is slowly taking over our everyday lives, it is important to understand what exactly this technology is and how it may be beneficial to a number of different aspects of your life.

In this episode, Josh discusses new AI ventures such as Chat GPT and how some of our everyday devices may not be so far from it. He shares the different ways this technology could be leveraged to serve our clients better.

Josh discusses:

Some benefits AI might bring to your job and everyday life
The number of different AI vehicles you might not realize you are using on a day-to-day basis
Ways we see it impacting the financial services industry
How AI can be used to assist in data analysis and decision making
The benefits of using AI to personalize and enhance customer experience
The future of what these technologies could mean for us in a number of facets
And more