(auto-generated)

Natalie Slagle 00:00

Ultimately, there's just a verification habit that we need to all create, and the verification habit should be in alignment with what's at stake. So, do you need to verify that you should use three cloves of garlic instead of four in the recipe? Probably not. It

Dan Slagle 00:22

depends on the recipe. Let's be real.

Natalie Slagle 00:24

Okay, okay. If you're about to make a transaction in an account that will have immediate tax ramifications, and you're utilizing AI to decide on that transaction, that feels like a verification is in order. Welcome to Money Dates, the podcast that makes money conversations with your partner feel a little less taboo. I'm Natalie Slagle, a certified financial planner, and I'm joined by my husband and business partner Dan Slagle, also a certified financial planner. Say hi, Dan.

Dan Slagle 01:04

Hello.

Natalie Slagle 01:05

In each episode, we'll share honest stories and practical tips to help you and your partner feel more connected and confident on your financial journey. So grab your drink, get comfortable, and join us for our money dates. Poor listeners have had to listen to me rave about this date night that we have now scheduled. Okay, I've talked about it like on every podcast since we've had it, but today is a date night, and I'm so pumped. And I want to throw a curveball into our plans for date night tonight. You ready for this?

Dan Slagle 01:40

Yeah, I'm ready. Let's hear it.

Natalie Slagle 01:42

And this has to do with money, so I figured we could talk about it here.

Dan Slagle 01:46

It doesn't matter if it has to do with money or not. You're still going to talk about it here.

Natalie Slagle 01:50

I am. That's so true. It's that is. I do use this platform, so you and I can get caught up. People know that by now. I think we should go to the e-bike store and either research or buy an e-bike.

Dan Slagle 02:06

Yeah, we've been talking a lot about getting an e-bike to supplement actually needing a second car because we live in a very bike-friendly city, and our thought process is we really only need a second car when we like one of us maybe has a work obligation in the morning, and then someone still needs to take her daughter to daycare. Daycare is like a, you know, it's like a three-minute drive. So what that translates into like a 10-minute bike ride?

Natalie Slagle 02:32

No, it turn translates to a four-minute bike ride. Maybe three and a half minutes on an e-bike.

Dan Slagle 02:38

Whoa, whoa, whoa, whoa, whoa, whoa, whoa! Hold on, hold on, hold on. That math does not add up. Four-minute car ride translates into a four-minute bike ride

Natalie Slagle 02:47

on this specific route, not in general, not in general. Okay,

Natalie Slagle 02:51

but this specific route that we have, because we can just zoom in, we don't have to hit all the stop signs, things like that. This e-bike purchase has been percolating in my mind for quite some time, and I'm like, oh, you know, this could once you buy the bike and then get all the add-ons and have them build it for you, it can be what $2,000. And not gonna lie, that has been sitting with me. I'm like, do I want to fork over two grand for a bike? And I had a wonderful coffee chat with a friend, also a financial planner in our space, this morning. And she just she had such good perspective on we're business owners, and a part of this is like choosing how we want to spend our time and creating the flexibility we need, and using our money in a way that reflects the things that make us happy. And every time I see a parent on an e-bike, I'm like, I want that, and I have the money, but it feels like a lot. I'm just struggling with financially pulling the trigger and matching that with you and I having the time, hopefully without our daughter present, to go to an expensive store with expensive things, and I'm like, we have it tonight. We have the money. Just Natalie, you know you're gonna love this. Just go and buy it. That's what's been on my mind. What do you think? Can we do that tonight?

Dan Slagle 04:23

You want to buy the e-bike, or you want to do the research tonight?

Natalie Slagle 04:26

I want to buy it.

Dan Slagle 04:28

Wow! Assuming

Natalie Slagle 04:29

we go to the store and we like it.

Dan Slagle 04:31

Cool. I'm down. That sounds very impulsive. I'm down.

Natalie Slagle 04:35

It's not. But we've been talking about it.

Dan Slagle 04:38

We've been talking about it. But for you to just to come on this episode and be like, "This is what we're going to do tonight. We're going to drop a couple $1,000. That's a little out of the scope of how you operate." It is. It

Natalie Slagle 04:46

is. And I thought it'd be fun to kind of like in like lot, not live, but record how we go about this conversation of having a one-off larger purchase. And it was quite easy.

Dan Slagle 05:03

Listeners are getting a full snapshot of like how this actually goes down. Natalie will be like, "Hey, we should go buy this," and I'm like, "Sure, I don't care." That's usually how it goes. The

Natalie Slagle 05:14

tables were turned. Let's be honest. If the tables were turned and you came to me and you were like, "Tonight, I want to go spend $2,000 on something. I don't think it would be as easy of a conversation as this has been. That's something for me to sit with and think about because I would be putting up the walls and I would be like, "Whoa, whoa, whoa! We got to plan around this. We got to think about it. I need to sit with it." But when I come to you, you always give me like an easy yes.

Dan Slagle 05:44

Why not? Why not? That's my job. The

Natalie Slagle 05:47

scales don't feel very equal in that, so maybe we'll have to talk about that more. Getting to today's topic. Not gonna lie, I really like the title.

Dan Slagle 05:58

What is the title? Say what the title is before you say you like it.

Natalie Slagle 06:01

AI financial advice trick or treat. Come on, people, that is good. So, did

Dan Slagle 06:07

you generate? Did you create that, or was that AI generated? You created that. That's really good.

Natalie Slagle 06:12

I created it. Happy Halloween for those who celebrate.

Dan Slagle 06:16

Everyone, everyone celebrates Halloween.

Natalie Slagle 06:19

I don't know. Maybe, maybe people. No, I guess maybe not.

Dan Slagle 06:22

Maybe some people do turn off the porch light and they just leave candy in a bowl, or maybe they just don't leave candy out. So there are those people for sure. And you can tell I have some childhood trauma around it.

Natalie Slagle 06:32

We can discuss that later. Sorry that that's still haunting you. And I'm good. I'm good. Anyways, so Halloween's in a couple days. We are pre-recording this, of course. So when this episode comes out, it's in a couple days. But we're recording this at a time that we have not purchased our Halloween costumes. Dan, did you reply to my text? I sent you pictures of what our Halloween costumes. Oh, you said love it. Okay.

Dan Slagle 07:00

Yeah, exactly. Thank you for verifying that on air. Let's not give away what we're going to be for Halloween, but we have an amazing family costume. Just to to shout that out. And why don't we do this? We should link our Instagram page because we should definitely post about it when Halloween happens, we should show our costume.

Natalie Slagle 07:22

We should post about

Dan Slagle 07:24

it. You're welcome.

Natalie Slagle 07:25

That's a clue. That's a good clue. So AI advice, trick or treat. I'm gonna get back to it. Right? Okay.

Dan Slagle 07:33

Love that title so much. You had to say it twice.

Natalie Slagle 07:36

I had had to say it twice. A lot of people are using AI for financial advice, and I was trying to get some stats around how many people are using financial advice. And I mean, some pretty it's a wide range, and it depends on which analytics company you go with. But J.D. Power asked 4000 people about their financial health and found that 40% of them had turned to AI. Also, a new Gallup survey conducted in partnership with Edward Jones found that one in five Americans who sought financial advice in the past turned to AI. So, depending on what study you look at, there's somewhere between 20 and 40%. A good chunk of Americans are using AI for financial advice. Dan, does that surprise you?

Dan Slagle 08:26

No, it doesn't surprise me at all. I think about it in terms of like personal finance, financial planning, like that. That's my profession, so I don't really use I don't use AI to get financial advice because you know hopefully all the advice I need is in my brain. But that being said, there might be some things like I need to ask questions to better understand. And to me, I always do the research on like actual publications or credible websites, which I know AI is potentially pulling information from these sources. Either way, but I want to actually go to the source for that type of information. But when I use AI, what are the things that I use it for? I'm just trying to think, right? It's like areas that maybe I'm not an expert in, places that I want to get a quick answer, and consolidated information. I also like when AI, when I use it for, I have a running coach. For those of you who know I have run a few marathons recently. I have a a coach who helps me throughout my training. Sometimes I do use AI to be like, hey, maybe there's a plugin to like my Garmin or like my Strava stats, for example. Sometimes I I use it to say, hey, based on what I am doing, where do you think I'm going to land? And then it'll pull in like weather predictions on the race, right? So like I use it not to verify, but almost to like give me a little confidence. I've used it in that sense. So going back to your original question, that number does not surprise me at all. The 20 to 40%, I'm actually. More surprised that it's not higher.

Natalie Slagle 10:02

Yes, and when we think about financial advice, our brains go to the type of advice that we give to our clients. But when I dug into this a little more, it talked about how the financial advice could be: Should I spend money on this e-bike or this e-bike is the money worth it? That is considered financial advice. And literally, I was using Claude to assess what e-bike we should buy tonight. Anyways, but it was giving examples on how people. I use it all the time to see if I can generate a coupon code. You know, it's like the new generation of couponing, and I'm like, a lot of times it works. I'm actually surprised how many like coupon codes it can find for purchases.

Dan Slagle 10:48

Did you find one for an e-bike tonight? Is that why you want to go? Did you clip your coupon, and that's why we're we're buying an e-bike?

Natalie Slagle 10:54

No. When the survey is getting financial or is asking people about financial advice, financial advice is a really big realm, and what I think is really important for everyone using AI, whether it's for cooking, we use it a lot of times for cooking or for financial advice. What's at stake here in case it's wrong, right? Like, if AI is wrong about your running prediction, okay. What if AI is wrong about your investment portfolio? That has a really big impact. If it's wrong about if I should purchase, if the organic avocado is worth the regular price or the extra price and like you know, it's just like what is at stake here. If it's wrong, is a really important thing, and and so I really like how people are learning how to utilize this tool in a way that is safe and smart for their situation. So I I was doing a lot of I actually really like to read Reddit posts for our podcast too because we have our client situations but I also want to hear like what's the public saying out there so I was reading this Reddit forum which AI gets a ton of its information from and this guy talked about how he's love he loves working with his financial advisor to verify things, but he uses AI to get financial advice on kind of day to day things and to help with his financial anxiety. And I was like, wow, what a powerful combination, you know. And obviously, I'm biased because I am a financial advisor, financial planner. So, but like, I just loved that it was an example of someone who's like, I've got both great things happening, and I can use AI for financial advice, and I can use a professional to verify things or for the things that really matter, like investment, tax, and legal advice. I thought that was neat.

Dan Slagle 13:02

Yeah, that is neat. Yeah, I agree with you. It depends on like using it and what's the the end outcome and what are the stakes at play, right? Like when you're talking about retirement projections or growing your selecting like your right investments, for example. Like I don't know. I'm sure there's a world where people like upload their 401k options and it's like, hey, what fund should I invest in? And AI spits out a recommendation, but it's like, is that the right recommendation? Like, does AI really know who you are as like an investor or like your comfort level with certain types of investments? Whereas, like, yeah, I feel like I mostly use it for low stakes things. To exactly your point, I use it for when we cook a lot, and what's the worst thing that happens? It's like it's not a good meal, but we we eat it anyways, right? Like, so yeah, I I totally agree with with that statement that you

Natalie Slagle 13:51

said. Yeah, I asked AI what stock should I invest in? Like, if you had $10,000 today, what stock would you pick? Because I wanted to see how it would respond? So I was curious if when I asked this, I was using Chat GPT, and I was wondering if they were going to have a disclaimer up front, which, you know, the disclaimers are important, right? And I I feel I've seen a lot more disclaimers happen on Chat and on Claude in a way to protect their butts, right? But there wasn't a disclaimer right away, and it just went into the selection that I got. The response I got was Microsoft, which I was surprised at, Nvidia, and Apple. If it had $10,000, that's what it would do, and here's why. And it's just so convincing that I was like, wait, should I go put some? Well, does it give you

Dan Slagle 14:40

like? Does it make you think about like in that question? For example, I'm curious. Like you gave it the prompt of a single stock. Does it give any like follow up questions after it gives the recommendation? Like, would you consider investing in an index fund or anything like that?

Natalie Slagle 14:54

No, because I asked it specifically for a single stock investment.

Dan Slagle 14:59

Right. So. That's that's where the problem lies. Is you need to be able to ask the right question. If you're just a retail investor who has zero experience, like let's say your parents gave you $10,000 that you received it from an inheritance, and you're like, "Hey, my friends are talking about stocks. My friends are talking about personal finances. I want to participate, so I'm just going to ask AI to tell me what stock to buy, and it's like you know nothing about the company in itself, right? There's no research to validate the information, and let alone it's just spitting out a recommendation of a stock without even really understanding who you are. So there's a lot of issues at play with that that approach.

Natalie Slagle 15:39

I think it's very sweet that you're getting fired up about this. I can feel like you're like, we gotta protect people, and it's true. We gotta

Dan Slagle 15:47

protect people.

Natalie Slagle 15:48

At the end of it, it was like disclaimer. You should talk to a professional. You know, whatever the disclaimer

Dan Slagle 15:56

is, you left that part out. What are you talking about? Let's go back to something real quick. Why is it cute when I get fired up about things? Why isn't it like, dang, damn, damn, Daniel? You know, like why is it? It's so cute when you get fired up. Okay. Anyways, go ahead. Keep going.

Natalie Slagle 16:13

It's very masculine and sexy when you get fired up. Is that what you wanted?

Dan Slagle 16:19

That's way better. Yeah, thank you.

Natalie Slagle 16:22

Okay, so now that we've solidified your masculinity, let's go back to the disclaimer. But it, you know, I was like, okay, great, it has this disclaimer. Are people paying attention to that? Because we all know how we actually treat disclaimers, right? It's just like, yep, okay, cool. It was just I wanted to experience it because, to your point, Dan, it's fascinating because we don't use AI for financial advice because you know we're trained, so that makes me realize we're missing out on how people are using it for financial advice, which is why I'm like I wanted to go and experience it for myself, and how we have been experiencing it is through our clients, and just our clients are so smart. They're just they use it in such a way that they're like, let's all partner together. Let's all use our brains together, brains and computers, to figure out the best thing. And I feel like it helps them ask us the right questions, right? Sure. Like I'm really glad the tool exists because a lot of the times the advice is solid, and the scary part of that, though, is unless you're in a position like you and I, you're not trained to ask it the right questions and to say that's not right.

Dan Slagle 17:54

There's been times where we might throw in like a hypothetical example as we're like testing out a tool right into AI, and I think this is what we're going to get into next. But it might spit out a recommendation, as people probably have experienced even using AI tools outside of finance. It might provide you with, "Hey, here's what you should do for whatever the topic may be." In this case, it's like a hypothetical financial planning scenario of us like testing out a tool, and it gives out, it spits out like a what it would recommend, and then you catch something in in like the recommendation. It's like no, but this doesn't apply, or you forgot to add in this part, right? So it's like putting the educational lens on what you have prompted it, what it replies back, and you're thinking of it more as like a thought partner on your side to validate, and you're validating the information as well, saying, "Hey, no, you you missed this part. This needs to be incorporated," and then it produces a different result. And it's usually like, "Yeah, oh, you're right. I did miss that. Thanks for clarifying." You know, so yeah, yeah, those are things to to obviously be aware of. But I my hope is that the people using the tools are validating the information. That's going to be really important because the recommendations, like they change, right? Depending on what tool you're using or like how you input the information.

Natalie Slagle 19:15

Yeah. So let's talk about that. There was a study done by the Journal of Financial Planning, which in our space is a very reputable journal, and they asked seven different platforms in August 2025. They filled the platform with the same set of prompts and financial information. Okay, same exact inputs, and they wanted three identical financial scenarios related to emergency savings, optimal withdrawal rates from their retirement accounts, and then the recommended composition of an investment portfolio. So all of that was the same in all of these seven different platforms. But what they changed was the race in. Gender of the hypothetical individual, and when they did that, the recommendation started to change. I was fascinated by this, and I wanted to talk about that. And I I don't have more information than that. I don't know how they change or whatever, but I do know that that they changed. So let's talk about that, Dan. How do you process? How do you like just initially process that information that when race and gender was then added, the recommendation started to change?

Dan Slagle 20:31

My initial thought is that right away I'm like, oh, there's an issue with this because you're giving the same financial advice. But then my mind goes to well, without having known the like true study outside of these very high level, there actually could be a component where AI is grabbing information from various sources and looking at potential, like for example, life expectancy. Life expectancies are different based on the two criteria that you said were change, right? Race and and gender, at least from like a statistical standpoint. So the thought process then goes to what was the end result? Like, what are we planning for? Are we looking at like a long term financial plan where you need to understand things like life expectancy that impact the overall success of a plan, because if that's the case, then maybe there is some truth to it. I don't know for sure what what the sources being pulled were, and if race and gender were the main drivers in why the results were different.

Natalie Slagle 21:36

Right. I think this, to your point, there could be some Valid reason, especially with gender. That one's a little bit easier because the stats do show that women live longer, and so there's actually more longevity risk for a woman than for a man, and that's pretty well known. Like you don't even need to be in financial planning to know that, right? There's also I actually listened to this really neat podcast yesterday about longevity. It was a whole podcast on longevity for financial planners because if we all knew when our clients were going to die, our jobs would be a lot easier. But how the different levers and they've started to utilize race. I mean, that everyone's been utilizing gender, but race didn't come up. There wasn't as big as of changes with race when it comes to longevity as there was with something like a four-year college education that actually had more sway. So my point in all this is, I think initially when I read that, oh my gosh, it changed the outcome because of race and gender. I initially got kind of upset and was like, "Grr AI," thinking about who you know the codes and how it's written and how it's been created and who it's been created by. I'm like, look at all these biases that exist, but without digging more into it and the outcome, maybe some of the changes that occurred were valid. That's the trouble. Is I'm sure that the unless you ask AI, and even then, who knows? But like, why is the outcome different? Why is the output different. Where is AI getting that information from? Are they utilizing the same research that people like in our field utilize? I don't know, but it was something worth chatting about.

Dan Slagle 23:33

Yeah, it is fascinating.

Natalie Slagle 23:35

Let's move on on how thinking about like using AI without getting haunted, right? Without getting haunted by it. So the good uses. So

Dan Slagle 23:44

cheesy.

Natalie Slagle 23:46

I have to be. Halloween is fun. Ever since we had a kid, I'm like so into Halloween now. There's so many good uses for AI. It can help with your ability to create good questions to ask. It can be really helpful with the basics, right? This scary thing is using it for the final, say, the end all be all on investment, tax, and legal recommendations. Especially if you're trying to get that for your own very specific situation. If you just want general advice, that's general advice. But the the specifics can get really messy when you aren't providing all the data that someone would need to give you adequate advice in in that situation. And at at this point, we haven't seen that. That's something that that's a useful part of AI, right? Is the very technical, very specific use cases. The other part of that that I I don't know how much people think about this, but I think about it a lot. Is you cannot sue AI because it's. Not a person, and I saw that language on like a because I I wanted to go to like an attorney's website, and I was like, "What are attorneys saying about suing AI and bad advice?" So you cannot directly sue AI, right? Not a person, but of course you could potentially sue the creators of it, but it can get really difficult because of the disclaimers. You can sue an attorney. You can sue an accountant. You can sue a financial planner, and we have protections in place for if that were to ever ever happen. Do you think that that alone is something people make a decision off of? Do you know what I mean, Dan?

Dan Slagle 25:39

I don't know. I think that's just lately that kind of just seems like that our culture is like a little bit like geared towards like lawsuits, right? Like I don't know. I think if if I ask like going back to your first example, if I ask AI to to find me a stock and invest $10,000 in, and it gave me some like crappy stock that just went to zero. I think I my personality is more just like I'll chalk it up. Like it was stupid of me to do that, right? And you learn sometimes like you just have to learn through experience. I don't know if like I would ever get to the point where I'm like, oh, I'm gonna sue the creator for telling me that I should buy this, because to me, it's also it is like a lot of the ownership should fall on you for trusting a tool without verifying the information. Like I don't know what the standing would. I you know I'm not an attorney, but I don't know what the like standing of that would be in a courtroom,

Natalie Slagle 26:41

I think, and that's the issue right now. According to this one attorney website that I went to, who was talking about it, there is. It's not that if you use AI, there's no case. You can't bring it in. There could be a case, but it's a. It can be a really hard case for you to win because of the assumed responsibility that you take on as using the tool, but if the tool was built with negligence, then that's where there could be something that that ends up in your favor. But there, there's something about working with a professional that if something goes terribly wrong, maybe I wouldn't sue them because I'm not saying I would never, but it would. We just have the certain personalities. It would take us a lot to do that. But there's something about working with a professional that I'm like, you want to make sure this goes right. You have there is incentive for you, and when you use AI, I feel like AI is created, and there's incentive for it to be accurate, and there's incentive for it to do well, so people keep using it. But it's not the same, right?

Dan Slagle 27:52

Yeah.

Natalie Slagle 27:52

Ultimately, there's just a verification happen or verification habit that we need to all create, and the verification habit should be in alignment with what's at stake. So, do you need to verify that you should use three cloves of garlic instead of four in the recipe? Probably not. Do you need to verify that?

Dan Slagle 28:20

Ah, sometimes it depends on the recipe. It depends on the recipe. Let's be real.

Natalie Slagle 28:24

Okay. Okay. If you're about to make a transaction in an account that will have immediate tax ramifications, and you're utilizing AI to decide on that transaction, that feels like a verification is in order, and so when we think about AI and is it worthy in our space of financial advice? Absolutely, I think just like the internet in general, anything we can do to just make the overall public more savvy with money, because most people, you know, in general, we're not the best. It is complicated. Anything to bridge the gap, especially for people who can't afford financial advisors or they don't have a financial situation that warrants them, that is awesome. I'm so glad that it exists. I get scared about how 95% of the time it's probably right, because then the 5% of the time when it's wrong, how do you know? How do you know when that overconfidence is coming, or that overconfidence is presenting itself? Because that 5% wrong can be really damaging on your financial situation.

Dan Slagle 29:41

Yeah, and I think where the you know I hope the world goes is like you humans still need to exist, right? Like humans are full of this knowledge as as well, and you should at least consult with somebody else before making a move generated by AI. Like you need to have a second to your point, like. You need to verify the information. You need to run it through a second channel, and like if it's financially related, like go meet with a financial planner and like use them as your sounding board. It's totally fine if a client comes to me and said, "Hey, like I was running this through AI or this scenario, and this is what I found," but they want us to verify the information, and like like if that's what our job turns into, great.

Natalie Slagle 30:24

Yeah, verifiers of AI

Dan Slagle 30:28

in our industry. You're giving more power to consumers, but they. My hope is people still use us as a sounding board to verify the information. Like I'm not going to, you know, it's the same thing where like if I was sick, I don't know if I would use an AI tool and be like, "Hey, this is what's going on. What medicine do I need to take?" And then just like go buy the medicine. Like I don't know. I'd still probably go to a doctor.

Natalie Slagle 30:52

Yeah, absolutely. It feels like that makes sense. And until that old school way of doing things, I think that's that's how we're gonna do it. And what's you think that's

Dan Slagle 31:03

the that's the thing for our generation? Like you know how there's just like old school things with our parents.

Natalie Slagle 31:09

Yeah. Oh, for sure. Oh, you you didn't use AI to get that prescription. Now you can, and you didn't. You went down the street to the doctor. You old millennial. You

Dan Slagle 31:20

drove to Urgent Care. That is crazy.

Natalie Slagle 31:23

No, I took my new e bike Gen Z. So watch it. I do find like we have been getting a lot of prospective clients through AI because we ask like, "Hey, how do you hear about us?" or "Why are you here?" And we have like online search. Did was it a referral, and then we have like an did AI send you to us? But what I don't know is did they just search in ChatGPT financial planner near me, financial planner for this situation, and we come up, or are they searching a topic and AI is like this topic is getting complicated. You should go talk to Dan and Natalie. I don't know. That's actually something as a business. Maybe we should figure it out. But the reason why I'm I'm bringing that up is it's already happening. People are utilizing AI and partnering with us, and it's like this is amazing. This is like we're using the tool in the way it should be utilized, and it just that makes me excited.

Dan Slagle 32:22

Yeah, I think the last over the last year or so, that's been one of our biggest like numbers in terms of new like prospective clients and where they're coming from is is AI, which is just crazy because it doesn't feel like from that long ago. I remember seeing some other planners being like, "I had a client say they found me, found me on like Chat GPT, and I was like, "That's wild!" Like, but here we are, like one year later, and that's just kind of the norm now.

Natalie Slagle 32:50

That's how people are finding us. So, I hope everybody has an awesome Halloween. This was a fun topic to talk about. Be mindful, of course, everybody out there, not just for AI use, but trick or treating this weekend. If you're trick or treating with a little one, I see you. It's a journey. We're excited. We're gonna have. You've done it

Dan Slagle 33:14

once.

Natalie Slagle 33:15

I'm a pro now. I did it once. You did it

Dan Slagle 33:19

like once, and we went to like five homes, but yes, this year will be different. So we're excited.

Natalie Slagle 33:25

I hope so. Happy Halloween, everyone! Have a good weekend.

Dan Slagle 33:29

Bye.

Natalie Slagle 33:30

Bye. If

Dan Slagle 33:34

you've enjoyed this episode and are looking for personalized financial guidance, schedule a free complimentary consultation using the link in the description. Natalie and Dan Slagle are the founding partners of Equal Voices Wealth, a registered investment advisor. The information provided in this podcast is for informational purposes only, and should not be considered investment advice or a recommendation to buy or sell any securities. Investing involves risk, including the potential loss of principal. Advisory services are only offered to clients or prospective clients where Equal Voices Wealth and its representatives are properly licensed or exempt from licensure. For more information, including our disclosures, please visit our website at www.equalvoices.co.