Want to make your financial life easier? Automation is the key to staying ahead—if you do it right. In today’s roundtable discussion, Afford Anything’s Paula Pant, Best Interest’s Jesse Cramer, and Earn & Invest’s Jordan “Doc G” Grumet join us to explore how automating your money can remove stress, prevent costly mistakes, and help you build wealth without even thinking about it. But is there such a thing as too much automation? We’ll break down what to automate, what to double-check, and the financial tasks that should always have a human touch.
Together, our panel dives into how automation impacts savings, bill payments, investing, and even everyday productivity. From tripwires that catch hidden charges to smart systems for managing cash flow, this discussion is packed with practical takeaways. Plus, Joe shares a cautionary tale about automation gone wrong—one that left him unknowingly driving without car insurance.
And, of course, what’s a Friday show without Doug’s trivia? Today, he has a burning question related to our topic of automation and AI. With OG’s lead in the yearlong competition at stake, will Paula, Jesse, or Doc/O G inch closer to victory? Tune in to find out!
FULL SHOW NOTES: link
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at link
Enjoy!
0:00:00 - Intro
0:05:42 - 1st Half
0:26:41 - Doug’s Trivia
0:36:21 - 2nd Half
0:52:13 - What's Coming Up
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