20 Jan 2026 04:00
Will AI Take My Job? with Dr. Jessica Limbrick
Is artificial intelligence here to help financial professionals—or replace them?
In this special episode of Real Money, Real Experts, hosts Dr. Brandy Baxter and Rachael DeLeon kick off the new season with their very first video podcast recording and welcome back fan-favorite guest Dr. Jessica Limbrick, professor, researcher, AFCPE Board Member, and 2026 Treasurer.
Fresh off her highly rated AFCPE Symposium session, “Will AI Take My Job?”, Dr. Limbrick joins the show to unpack what AI really means for financial counselors, coaches, planners, and educators. Together, they explore how AI can be used as a powerful assistant—from budgeting and lesson planning to brainstorming client strategies—while also discussing its limitations, risks, and ethical considerations.
This episode dives into:
- How financial professionals can use AI without over-relying on it
- Why fact-checking and asking better questions matters more than ever
- Equity, bias, and access concerns in AI-driven financial advice
- Environmental and ethical implications of emerging technologies
- Whether AI will actually replace financial counselors—or simply reshape the profession
Whether you’re AI-curious, AI-cautious, or already experimenting with new tools, this conversation offers a grounded, human-centered perspective on how technology and financial counseling can—and should—coexist.
Now available on YouTube and wherever you get your podcasts.
Show Notes:
01:30 – Introducing Dr. Jessica Limbrick
03:00 – How Jessica Got Interested in AI
06:00 – Using AI as an Assistant, Not an Authority
09:30 – AI in Financial Counseling: Opportunities & Risks
13:30 – Ethical Considerations & Bias in AI
17:30 – The Future of the Financial Profession
20:45 – Will AI Take My Job?
22:45 – Jessica's 2 Cents
Show Note Links:
Connect with Jessica on Instagram!
Connect with Jessica on Linkedin!
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