Is AI Coming For Your Retirement?

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV
Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment
You've seen the headlines. The IMF says AI is hitting the labor market "like a tsunami." Elon Musk says work will be "optional" within 20 years. Sam Altman says superintelligence could outperform top executives. It's a lot. And if you're within ten years of retirement, it's hard not to lose a little sleep over the implications of it all. Today, Phil tries to bring some sanity and reason to the emotional headlines.
Here’s some of what we discuss in this episode:
🤖 Job Disruption Fears – AI as tool, not replacement
📊 AI Market Bubble? – Dot-com comparisons and caution
💼 Hidden Exposure – AI inside index funds
🔁 History Repeats – Automation changed jobs, not work
🧑‍💻 Human Still Matters – Advisors remain essential
CNBC article: https://www.cnbc.com/2026/01/20/ai-impacting-labor-market-like-a-tsunami-as-layoff-fears-mount.html
Yale’s Budget Lab article: https://budgetlab.yale.edu/research/evaluating-impact-ai-labor-market-current-state-affairs
World Economic Forum article: https://www.weforum.org/press/2025/01/future-of-jobs-report-2025-78-million-new-job-opportunities-by-2030-but-urgent-upskilling-needed-to-prepare-workforces/
Goldman Sachs article: https://www.goldmansachs.com/insights/articles/how-will-ai-affect-the-global-workforce
Fortune article: https://finance.yahoo.com/news/morgan-stanley-predicts-ai-won-073000488.html
Brookings article: https://www.brookings.edu/articles/measuring-us-workers-capacity-to-adapt-to-ai-driven-job-displacement/
For more, visit us online: http://philstaxhacks.com
Watch the video podcast on YouTube: https://bit.ly/3WdDG96
Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome