I Used ChatGPT for Financial Planning—Here’s How It Went


For the past year, I’ve had some form of AI chatbot open almost anytime I’m working on the computer.

Whether it’s ChatGPT, Gemini, or Claude, I’ve been rotating through them to help with everything from writing and coding to simulating Japanese conversations and, surprisingly, financial planning.

Yep, even, financial planning.

Just two years ago, AI felt hit-or-miss—sometimes helpful, sometimes hilariously wrong.

But recently, the improvements have been dramatic. And in the past few weeks, I’ve used ChatGPT to help with tax planning, gain harvesting, and even mapping out Roth conversions.

And this raises the big question: Should YOU be using AI to assist with your financial planning?

Read the rest of the article at Accidentally Retired

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Accidentally Retired

Former CEO who accidentally retired at the age of 36. I share insights on FIRE, enjoying life, and personal growth at http://accidentallyretired.com

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