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July 30, 2025
Episode 40: AI vs. Human Financial Advisors: What Nobody Tells You About Robo-Advisors in 2025
From budgeting apps to fully automated investment platforms, artificial intelligence is rapidly transforming the personal finance landscape. But does that mean human financial advisors are obsolete? In Episode 40 of Plant. Harvest. Prosper., Kellen Williams, Principal and Wealth Advisor at Financial Harvest, dives into the real capabilities of AI in wealth management and when human guidance still reigns supreme.
Kellen explores essential insights on the role of AI in financial advising, including:
- Limitations of Robo-Advisors
- Where AI Can Add Value
- Situations That Still Require Human Guidance
This episode offers a grounded, thoughtful look at how to navigate the growing role of artificial intelligence in your financial journey. If you’re wondering whether AI tools are enough or if it’s time to partner with a human advisor, this conversation is for you.
Just head to our website, Financial Harvest.com and click on “Get a Second Opinion,” or email us at info@financialharvest.com, Josiah@financialharvest.com or Kellen@financialharvest.com.
Listen to Plant. Harvest. Prosper. anytime or anywhere you are with the audio-only version of the podcast that you’ll find on all the most popular podcast platforms, including iHeartRadio, Spotify, Apple Podcasts, Google Podcasts, Stitcher, and more.
