Preet Banerjee

An AI platform called Perplexity is partnering with another kind of data network called Plaid, presenting a whole bunch of new opportunities for consumers to understand their personal finances, their plans, all those sorts of things.

How does this work? Could this work in Canada? What are the opportunities, and what are the, the risks? Preet Banerjee is our guest.

He is a keynote speaker, he is a consultant to the wealth management industry, and he's Canadian, but he joins us today from London, England.

Hey there, Preet.

I mean, who knows? Who knows? Preet, thank you so much for joining us today.

My pleasure as always, Bruce.

Pre- Preet Banerjee, uh, keynote speaker, consultant.

He talks about all of these things, uh, in a, in, in, in many ways.

She tells us how she helps clients land job interviews and land leadership roles.

Plus, we'll speak with Preet Banerjee, keynote speaker, consultant to the wealth management industry, about Perplexity AI.

It is an AI-powered search engine that recently integrated with the Financial Data Network plaid.

I mean, we know where we're headed.

And she joined us to talk about roommates and some of the challenges to navigating the financial relationship that that is.

Coming up next on Moolala, Perplexity AI has integrated with the financial data network Plaid to give you personalized insights when it comes to your money.

Good idea, bad idea? Preet Banerjee will weigh in with his perspective.

Preet is a consultant to the wealth management industry and he's got thoughts.

Rob Carrick has books.

Preet Banerjee has books.

There's so many.

Pick one up from Amazon.

Great guy

... something, I think it was on the rule of 72, a sort of a really explanatory reason as to what you've discussed with Ben Felix, and Preet Banerjee, and most of your other guests about indexing and the high cost of fees.

It's not just 2% with this year, it's 30 or 40% over three or 40 years.

So that was all explained in the preface to The Wealthy Boomer.

You look at the influencers, the educators, the people who have good platforms out there.

Who do you think, "Wow, that person is really talented, and people should be giving him or her a lot more attention"?

I think your podcast is basically focused in on that whole group, from Ben Felix to Dan Bortolotti, to Preet Banerjee, to, to Rob Carrick, and a number of financial advisors.

As, as I s- said in an article, I'm writing on your retirement for MoneySense.