Social Security, AI, and Protecting Your Money

Some big conversations are happening right now that could reshape retirement as we know it, from potential Social Security changes to the growing role of AI in investing and everyday life. The challenge isn’t reacting to headlines, it’s understanding what actually matters for your plan. Matt breaks down proposed Social Security changes, smarter ways to save, where AI could help (and hurt), and the risks many retirees don’t see coming.

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

📊 Social Security Changes: Possible age and benefit shifts

💰 Tax Diversification: Spread savings across buckets

🤖 AI & investing: Improve efficiency, not timing

🚨 Scam Awareness: Spot manipulation and red flags

🏡 Home Protection: Use equity and alerts 

 

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