Generative AI in Finance: 5 Ways to Budget, Plan, and Save
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 28 October 2025
⏱️ 47 minutes
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Summary
We will talk about the five key personal finance use cases for Generative AI, including how to use it for creating personalized budgets, setting financial goals, and simulating debt repayment scenarios.
Today's Stocks & Topics: General Mills, Inc. (GIS), Market Wrap, The Hartford Insurance Group, Inc. (HIG), Generative AI in Finance: 5 Ways to Budget, Plan, and Save, Changing Taxes Status, Leveraged ETFs, STAAR Surgical Company (STAA), Verizon Communications Inc. (VZ), Civitas Resources, Inc. (CIVI).
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is |
| 0:12.1 | InvestTalk, independent thinking, shared success. |
| 0:17.9 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.4 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:36.4 | Good afternoon, fellow investors, and welcome back to Invest Talk. This is our Monday, |
| 0:43.7 | October 27th, 2025 edition of InvestTalk. Appreciate you all tuning in for this hour with me. |
| 0:50.7 | And I'm excited as usual to help you become a better investor. |
| 0:55.0 | That's what this show is about each and every day. |
| 0:58.2 | I'll shed some light on what's going on in the markets as well as individual companies, |
| 1:04.3 | asset classes, sectors, et cetera. |
| 1:07.7 | And we help you mainly by answering your finance and investment questions, but also bringing you |
| 1:16.2 | news items, topics, data that we think are important for you to know about and incorporate |
| 1:23.1 | in your thought process. |
| 1:27.9 | So this hour is dedicated to you and helping you take that next step in your own version |
| 1:36.6 | of financial freedom. |
| 1:38.9 | So in just a bit, we'll talk about today's market performance and run down the show topics. |
| 1:43.3 | But as usual, we'll tackle |
| 1:44.3 | this first caller question now. Hey, guys, this is Greg from New Orleans. I'm just calling to get |
| 1:50.6 | your take on General Mills, ticker GIS. This would be a long-term whole 10 plus years as part |
| 1:58.2 | of a passive income strategy. |
| 2:03.5 | Do you think this is a good business to get into at this moment? |
| 2:06.5 | And what would be a good entry point of sale? |
... |
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