Are you making money but losing wealth without realizing it? In this episode, discover how AI-powered financial intelligence can help you reduce hidden fees, optimize taxes, diversify investments, and build long-term wealth. Don’t let your financial future slip away; take control today.
#FinancialFreedom #AIforFinance #FutureProofWealth #MoneyManagement #EntrepreneurTips
Key Notes
- Entrepreneurs often ignore personal finances while focusing only on business.
- Overconcentration in certain funds/stocks creates hidden risk.
- Many investors unknowingly pay thousands in unnecessary fees annually.
- Tax-loss harvesting can save significant money when markets dip.
- Diversification goes beyond stocks and bonds—broader asset classes increase efficiency.
- AI can simplify and personalize wealth management for entrepreneurs.
Links
Website https://portfoliopilot.com/
https://www.facebook.com/alexanderharmsen
https://www.linkedin.com/in/alexanderharmsen
https://www.youtube.com/@PortfolioPilot
Offer
One month of Portfolio Pilot Gold free with promo code podcast
Meet Alexander
Alexander Harmsen is the CEO and Founder of Global Predictions, the
company behind PortfolioPilot.com—an SEC-registered personal AI
financial advisor. The platform serves over 30,000 users and tracks
more than $30 billion in assets. In 2024 alone, PortfolioPilot helped
users save over $11 million in taxes through its continuous tax loss
harvesting recommendations.
Prior to fintech, Alexander founded Iris Automation, where he
developed AI perception systems for autonomous drones, including
work with NASA’s Mars Helicopter. He’s been named to Forbes and
Inc. 30 Under 30 and is passionate about making complex financial
tools accessible to individuals through technology, transparency, and
long-term thinking.
