Join host Stoy Hall as he sits down with John Henry, a mathematics professor turned financial planner. In this episode, John shares his unconventional path into the financial industry, the challenges he’s faced, and the satisfaction he finds in helping others.

They discuss the impact of AI and machine learning on investments, the intricacies of various fee models, and the importance of getting started on your financial journey.

Tune in for valuable insights and tips on how to navigate the world of financial planning.

00:00 Introduction to the Episode
00:39 John Henry’s Journey into Financial Planning
02:36 Expanding Services Beyond Investments
03:29 Challenges and Rewards of Financial Planning
07:58 The Role of AI and Machine Learning in Finance
15:16 Advice for Retail Investors
18:22 Subscription-Based Financial Planning
23:18 Final Thoughts and Advice
27:00 Closing Remarks and Disclaimers