The Great Retirement Debate with Ed Slott & Jeffrey Levine
Aug 13, 2026 · 12 min · 9 segments
ChatGPT can draft a will, explain a 1031 exchange, and answer your RMD question in seconds — but should you trust it with your retirement? Ed and Jeff put AI tax advice to the test and explain exactly…
Jeffrey LevineHost
Ed SlottHost
But like with anything, even with tax planning and actually doing tax returns, you need somebody that knows what's supposed to come out to be able to see, does this make sense? Is this even valid? So there's a point for it.
And that's a built-in, you know, it's almost like, you know, junk food is created to make you want more junk food, right? Yeah, tell me more.
So yes, I think that is one of the major issues that the research has uncovered, is that it does tell you a lot of what you want to hear, even if that what you want to hear is not correct.
But Ed, one of the things that to me is the most problematic, there's the technical element of this, and we'll get there.
But there's also a huge huge, huge component of advising that is not technical based.
And look, and I've I've read the articles of in the future, you're going to be able to talk to your AI.
Your AI is going to be able to look at your face and go, oh, that person's not really telling me the truth because of the way their eyes are moving or the way the wrinkle is.
There is a lot of this where a human advisor, humans still connect best with humans.
But like with anything, even with tax planning and actually doing tax returns, you need somebody that knows what's supposed to come out to be able to see, does this make sense? Is this even valid? So there's a point for it.
And that's a built-in, you know, it's almost like, you know, junk food is created to make you want more junk food, right? Yeah, tell me more.
So yes, I think that is one of the major issues that the research has uncovered, is that it does tell you a lot of what you want to hear, even if that what you want to hear is not correct.
But Ed, one of the things that to me is the most problematic, there's the technical element of this, and we'll get there.
But there's also a huge huge, huge component of advising that is not technical based.
And look, and I've I've read the articles of in the future, you're going to be able to talk to your AI.
Your AI is going to be able to look at your face and go, oh, that person's not really telling me the truth because of the way their eyes are moving or the way the wrinkle is.
There is a lot of this where a human advisor, humans still connect best with humans.
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