Episode 32: Build an AI-financial advisor using Perplexity

Tech Break by Friday - Episode: Building an AI Financial Advisor for Accountability

In this episode of Tech Break by Friday, discover an innovative approach to personal finance accountability, a personalized AI financial advisor. Learn how to create your own AI advisor using Perplexity Spaces (or similar platforms like Claude Projects or OpenAI GPTs) that helps you make smarter decisions on stock picks, spending, and investments. This AI acts as a strict and disciplined financial analyst, offering precise insights, actionable advice on savings, investments, and budgeting, and guiding you away from wasteful spending in an age of heavy marketing and overconsumption.

Whether you want to optimize your monthly budget, get a fresh perspective on your investment portfolio, or work towards your retirement goals, this episode shows you how to tailor an AI assistant for personalized financial discipline and growth. Plus, get tips on setting clear prompts for the AI to follow your unique goals and preferences.

Join the conversation, share your ideas, and explore the future of personal finance with AI assistance.

Subscribe to Tech Break by FridaySupport the show with free or paid subscriptions to get exclusive content and updates.

Follow & Connect

Spotify | Instagram | Apple Podcasts | X

Sources:

https://www.perplexity.ai/

DISCLAIMER: AI IS NOT AN EXPERT IN INVESTING. INVESTMENTS COME WITH RISK, AND PLEASE GET PROFESSIONAL ADVICE FROM EXPERTS.

If you’ve been getting value from this podcast, here’s something that’ll take your learning to the next level. Inside the Skool Community, you’re not just getting more content - you’re working alongside other entrepreneurs who are actually building AI-powered businesses. You get daily implementations from real businesses, direct feedback on your ideas, weekly live Q&As where I personally break down your questions, and networking with people who are serious about results, not just consumption.

https://www.skool.com/ai-advantage-club-5848/about?ref=ea33f41093ac4038b613ad633f87add4

Get full access to Tech Break by Friday at kivroglouparaskevi.substack.com/subscribe