Here’s the problem with using AI for financial advice…
Why I think AI won’t replace skilled financial advisors. Chatbots are designed to increase user engagement by validating your perspective. When Claude, or chatGPT justify
May 28, 2026
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
…and so many more. Check out our blog today for a smarter tomorrow!
Why I think AI won’t replace skilled financial advisors. Chatbots are designed to increase user engagement by validating your perspective. When Claude, or chatGPT justify
This is what happens when you enroll in your Employee Stock Purchase Plan (ESPP) and max it out: You Pay $21,250 (money gets deducted from
Maxing out your 401(k) in the beginning of the year might not be the best strategy… Let’s say you to front-load your 401(k) contributions and
If you have been tuning into the news lately, you might think the sky is falling. The talking heads are doing what they do best:
With the geopolitical tension and the Iran War dominating the news, it is completely normal to see the market jumping around and ask: “Should we
There is an old saying in finance that Financial Zen very much loves: “Your portfolio is like a bar of soap. The more you touch
We’ve heard this a lot lately: “Well, I guess no one is making money this year…” Everyone is lamenting that “the markets” are down. But
When a new member starts at Financial Zen, we usually have to do some immediate “financial triage.” We see all of these all the time,
I recently upgraded my health stack with a Whoop band and a Withings scale. Every morning, my wrist and my bathroom floor compete to tell
There is a fundamental misunderstanding in the financial world about what constitutes an “investment.” At Financial Zen, we draw a hard line between Investing and