The financial world is expanding and starting to touch our everyday lives. In this episode, we talk about the impact of AI on the financial industry and how it will change how we operate.

Will AI allow us to invest automatically? Will it create more financial products or eliminate the need for financial advisors? Michelle and Andy Woodward talk about advancements in technology and how AI is shaping the way we trade, manage finances, and even manage the real estate market.

Confused by stock options? Do you worry about how to maximize them? Jared Van Arsdale, CPA , partner at Ullman & Co., P.C. joins us to explain what stock options are and the tax implications of each one.

How do you ensure your money is as safe when a bank collapses? Why is diversification key in your banking portfolio? And what exactly does the repo window have to do with bank's solvency? In an industry where 47% of deposits are uninsured and recent failures like Silicon Valley Bank have shaken confidence, we discuss the important role of the FDIC in monitoring, auditing, and even deciding the future of banks.