I'm fortunate. I used to travel when I was younger, and because I was raised to make sacrifices, I don't have ostentatious tastes. I believe that by engaging in my inexpensive activities and living frugally, I am having a very good retirement.
We had invested money through a financial advisor for nearly 15 years. The market had its ups and downs, but in the long run it did very well for us. With my pension, social security and the investments we are able to live comfortably. We are now able to fully enjoy our hobbies, travel, family and making new acquaintances.
Can i get connected here in Switzerland 🇨🇭I keep hearing " Cynthia Mcclure Alexander " name being mentioned everywhere . Is there any social media handle I can contact her ?
It would be great if SNAP had a consumer offering so we could update our plans after initial creation. It seems short-sighted to me that they limit use to advisors. I'm waiting for Newretirement to launch in Canada - it will be my go-to tool.
I agree. My advisor uses Snap projections as well - though in lieu of them having a consumer option available (which, I'd gladly pay for)... I am left paying for other options. For some napkin math with lots of input/options - I like the ProjectionLab.
Once again confirmation the banks are only in business for themselves and the bottom line. Adam has the clients interest first. Thanks for providing so much value Adam.
I agree with your comments about Conquest. My financial institution recently moved to Conquest (not RBC). I feel it is dumbed down for people to easily understand but I find it is too simplistic and lacking some of the details which i think clients want to know. That said the implementation is new and even the people at the financial institution is still learning how to use it.
AI will do a lot, and force people into retirement… but creating a full plan, “no”. But it can provide insight. Retirement is too personal for each of us.
Interesting that you have compared Conquest to Snap Projections and still prefer Snap Projections. Based on videos I have seen, I agree that Snap Projections is better at least for now.
Can ai build a plan “right now?” Probably not,but give it a couple years and AI will without any doubt be able to create full plans. Almost by definition,AI is a learning computer. I,for one,welcome our new robot overlords. I’m sure they are most benevolent in nature and will remember who their friends are.😬🫣
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Thank you for the better news about retirement , I am at the stage where I will need a financial planning guide .
I agree. Have a financial advisor is not the issue but to get a trusted one .
I'm fortunate. I used to travel when I was younger, and because I was raised to make sacrifices, I don't have ostentatious tastes. I believe that by engaging in my inexpensive activities and living frugally, I am having a very good retirement.
We had invested money through a financial advisor for nearly 15 years. The market had its ups and downs, but in the long run it did very well for us. With my pension, social security and the investments we are able to live comfortably. We are now able to fully enjoy our hobbies, travel, family and making new acquaintances.
My biggest problem is being afraid to spend any of my savings. I’m retired 6 years and I’m still living off of SS because I’m scared to touch savings.
Can i get connected here in Switzerland 🇨🇭I keep hearing " Cynthia Mcclure Alexander " name being mentioned everywhere . Is there any social media handle I can contact her ?
It would be great if SNAP had a consumer offering so we could update our plans after initial creation. It seems short-sighted to me that they limit use to advisors. I'm waiting for Newretirement to launch in Canada - it will be my go-to tool.
I agree. We would love a client portal. Been pushing them for years
💯
I agree. My advisor uses Snap projections as well - though in lieu of them having a consumer option available (which, I'd gladly pay for)... I am left paying for other options. For some napkin math with lots of input/options - I like the ProjectionLab.
Once again confirmation the banks are only in business for themselves and the bottom line. Adam has the clients interest first. Thanks for providing so much value Adam.
Thanks Linda!
I guess the main thing that you can use AI for is the probability of success of your retirement plan. You could actually also look at spending trends.
I agree with your comments about Conquest. My financial institution recently moved to Conquest (not RBC). I feel it is dumbed down for people to easily understand but I find it is too simplistic and lacking some of the details which i think clients want to know. That said the implementation is new and even the people at the financial institution is still learning how to use it.
Conquest has a client portal which is pretty cool. I use it and find it useful- but not perfect.
AI will do a lot, and force people into retirement… but creating a full plan, “no”. But it can provide insight. Retirement is too personal for each of us.
Interesting that you have compared Conquest to Snap Projections and still prefer Snap Projections. Based on videos I have seen, I agree that Snap Projections is better at least for now.
Isn’t AI technology dangerous in terms of privacy especially your financial privacy? Why would you trust using a chat GPT?
Al cannot be held responsible if it does any screw ups. It cannot be held accountable.
AI will be replacing a lot of us, but not yet, not yet...
U just lost me on AI...
Can ai build a plan “right now?” Probably not,but give it a couple years and AI will without any doubt be able to create full plans. Almost by definition,AI is a learning computer. I,for one,welcome our new robot overlords. I’m sure they are most benevolent in nature and will remember who their friends are.😬🫣
Lol that’s why I always say “Thank you Siri”…. In case they remember 😅