How Is Technology Redefining Retirement Planning?

Technology is disrupting every industry and the hope is that it’s making life easier. While that might be true in many cases, there are still areas where improved tech doesn’t equal better solutions.

Today we will unpack the toolbox of technology that’s promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities.

Here’s some of what we discuss in this episode:

  • The rise of robo-advisors and the ways they aren’t able to keep up with comprehensive planning.
  • Online calculators work for some things but can’t take into account all the factors we can in a projection.
  • Webinars are more common and much easier to be a part of, but Mike explains why he still prefers in-person events.
  • Social media has its positives but it also exposes you to people that might seem like they’re much more successful than they truly are.
  • Digital estate planning services can provide some the basics for people but they don’t handle complexity as well as working with an attorney does.


If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.


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