#36: AI for Everyday Finances. a Gen Z Perspective.

Artificial intelligence is everywhere, but how can it actually help you manage your money?

In this episode of The Prosperous and Happy Life, I sit down with Laurence Bond, our summer intern at Raymond James, to explore how AI can be used as a practical, everyday tool to reduce stress, improve clarity, and support better financial decisions.

In just 30 minutes, we cover:

How AI can simplify financial concepts.
Easy ways to start using it, no tech background needed.
Tools that support budgeting, planning, and communication.
Why AI is a complement to human advice, not a replacement.

Whether you’re curious, cautious, or just getting started, this episode offers clear, beginner-friendly insights to help you use AI with confidence.

All Episodes Previous Episode

Listen for free

RSS Feed Spotify

About the Podcast

The Prosperous and Happy Life

Money doesn’t guarantee happiness, but it sure can help. In this podcast, I bring you expert advice on how to achieve not only wealth …. But happiness too!

I shares tips and experiences from my quest to help my clients be prosperous and happy. Over more than 30 years I have worked with thousands of clients and countless experts, all looking to live a rich and fulfilling life. In my podcast interviews I share my stories and wisdom, along with advice from the many experts I have encountered along the way.

About your host

Mary Hagerman

Mary Hagerman is an award winning portfolio manager and investment advisor with the Montreal office of Raymond James Ltd. Considered a female pioneer in building ETF-based discretionary portfolios for her clients, Mary is an expert columnist on ETFs for industry publications in French and English, and she is regularly quoted in the media. Mary combines her personal passion for karate with her professional experience in her book, The Black Belt Investor.

This podcast has been prepared by and expressed the opinions of Mary Hagerman, and are not necessarily the opinions of Raymond James Ltd. (RJL). Statistics, data and other information presented are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed. This podcast is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Past performance is no guarantee of future results. Information provided in this podcast is general in nature and should not be construed as providing legal, accounting and/or tax advice. Should viewers have any specific questions and/or issues in these areas, please consult your legal, tax and/or accounting advisor. RJL is a Member of the Canadian Investor Protection Fund.