The Rise of AI in Personal Finance w/ Ryan Inman

In February 2026, an AI tax-planning launch knocked billions off wealth-management stocks in a single day. So is AI coming for your financial advisor? Jimmy is joined by the original Money Meets Medicine co-host, Ryan Inman, who will now be back once a month. Jimmy uses AI tools every day and shares where they shine and where they confidently get it wrong. Ryan brings the part AI can’t do: accountability. They cover what the data says about how many people now ask AI for money advice, why the behavior gap costs investors more than most fees, who is on the hook when an AI answer is wrong, and how doctors should learn personal finance when the answers are free but the follow-through isn’t. Plus, Ryan shares what he built for this new world at Financial Fellowship.

Resources:

Check out the Financial Fellowship Podcast on Apple or Spotify - Monday episodes will feature Jimmy and Ryan.

Join the waitlist for the free live personal finance curriculum taught by Jimmy Turner that starts in January: moneymeetsmedicine.com/teach

Are you a 1099, locums doc, or private practice partner or business owner? You need a tax strategy team. Get 10% off working with the team I use here (Gelt): https://moneymeetsmedicine.com/CPA

Every doctor needs disability insurance. Get it from a source you can trust: https://moneymeetsmedicine.com/disability

Ryan’s free AI Icebreakers (14 physician money prompts): financialfellowship.com/ai

Unlocked waitlist (Ryan’s accountability membership): financialfellowship.com/unlocked

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