# 🔥 “Hazel Isn’t the Story… Ai in Wealth Management Is”

Page: https://stenobird.com/podcast/the-9innings-podcast-2707213/hazel-isn-t-the-story-ai-in-wealth-management-is
Text version: https://stenobird.com/podcast/the-9innings-podcast-2707213/hazel-isn-t-the-story-ai-in-wealth-management-is.md
Podcast: [The 9Innings Podcast](https://stenobird.com/podcast/the-9innings-podcast-2707213)
Published: 2026-02-24T12:30:00+00:00
Episode link: https://rss.com/podcasts/9inningscapitalgroup/2573058
Audio file: https://content.rss.com/episodes/40859/2573058/9inningscapitalgroup/2026_02_23_19_43_51_fec0c4e6-a0e9-4e83-b380-0355c3e3dfd7.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-9innings-podcast-2707213/episodes/hazel-isn-t-the-story-ai-in-wealth-management-is
Duration seconds: 2896

## Resource

In this podcast episode, Altruists' Jason Wenk discusses the launch and impact of Hazel, their AI-driven tax planning and wealth management software. The conversation explores Hazel’s development, strategic release timing, and advanced features—such as real-time data integration, automated tax analysis, and personalized financial planning. Hazel streamlines advisor workflows, reduces reliance on multiple tools, and democratizes sophisticated planning for clients. The episode also covers Hazel’s role in boosting firm efficiency and valuation, its transparent AI-driven recommendations, and the competitive edge Altruist offers over traditional custodians, highlighting Hazel’s transformative potential in the wealth management industry. Altruist Introduction To Tax Planning (2:10) How Is Altruist Disrupting The Indsutry (5:42) What Should We Expect From Hazel Moving Forward (10:20) Hazel and Altruist..The All-in-One Tool? (20:30) Is Ai Accretive to Enterprise Value? (29:20) The Adjustment for Major Custodians (34:00) NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-9innings-podcast-2707213/episodes/hazel-isn-t-the-story-ai-in-wealth-management-is/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-9innings-podcast-2707213/hazel-isn-t-the-story-ai-in-wealth-management-is.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.