Episode
Can AI Manage Your Money? Perplexity, Plaid and the Future of Financial Advice
- Published
- Sep 30, 2026
- Duration seconds
- 836
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Summary
Could artificial intelligence soon help you budget, pay down debt and plan for retirement? Wealth management consultant Preet Banerjee examines Perplexity AI’s integration with the financial data network Plaid, separating today’s hype from its long-term potential. He and Bruce discuss data access, privacy, the limits of automated financial planning and why the future of personal finance may combine AI-powered analysis with advice validated by a qualified human professional. Connect on Instagram and X