Avoid the April 15th tax surprise. Today’s conversation centers on three areas we see where high-net-worth retirees can get tripped up and experience a larger-than-expected tax bill come tax filing day.

Episode 35 addresses why using AI for retirement planning effectively requires an existing level of proficiency and why a recent string of hallucinations regarding the OBBBA is concerning. As good and helpful AI can be in your own retirement planning, it’s important to remember that bad actors are also trying to leverage AI for high-stakes financial scams and elder abuse targeting high-net-worth retirees.