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The $84 Trillion Opportunity: How AI Is Revolutionizing Legacy Wealth Planning—Are You In?
Elvin
April 28, 2025
In partnership with
Welcome to this latest edition of AI Money Makers, where we explore how artificial intelligence is not just shaping how we earn wealth, but how we manage, protect, and pass it on.
We’re diving into the rising tide of wealth tech innovation—from AI disrupting traditional financial advisory services to Gen Z demanding greater transparency in how their wealth is handled.
Plus, we’re unpacking how the Great Wealth Transfer is colliding with automation to redefine legacy planning entirely.
And of course, a gentle but powerful reminder: none of this wealth means much without your health.
We’ll close with what doctors really wish you knew about your well-being—because money matters, but life matters more.
Hooked yet? You should be—because what you’ll read below might just change the way you think about your future.
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Food for Thought:
As AI becomes deeply rooted in every corner of finance, we're not just building faster portfolios—we’re building smarter ones.
The real question is: are you adapting alongside the machine, or are you letting it race ahead without you?
In this moment of transformation, knowledge is leverage, and strategy is everything.
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This tech company grew 32,481%...
No, it's not Nvidia... It's Mode Mobile, 2023’s fastest-growing software company according to Deloitte.
Just as Uber turned vehicles into income-generating assets, Mode is turning smartphones into an easy passive income source, already helping 45M+ users earn $325M+ through simple, everyday use.
They’ve just been granted their stock ticker by the Nasdaq, and you can still invest in their pre-IPO offering at just $0.30/share — before their share price change on May 1st.
*An intent to IPO is no guarantee that an actual IPO will occur. Please read the offering circular and related risks at invest.modemobile.com.
*The Deloitte rankings are based on submitted applications and public company database research.
Happenings:
AI isn’t just about chatbots and stock trading—it’s quietly transforming how the next $84 trillion in wealth is transferred. Discover how tools like Google Cloud and Wealth.com are automating estate planning and helping investors like you prepare for the biggest financial shift in history. If you want to build and protect legacy wealth in the age of AI, you don’t want to miss this.
AI Is Taking Over Wall Street: Here's What It Means for Your Investments
Artificial Intelligence is revolutionizing the stock market, transforming how investment decisions are made and executed. From algorithmic trading to sentiment analysis, AI technologies are enhancing efficiency and automation in financial markets. However, this rapid integration also raises concerns about market stability and the potential for systemic risks. Understanding the impact of AI on investing is crucial for navigating this new era of finance.
Gen Z Is Disrupting Wealth Management: How AI and Transparency Are Redefining Investing in 2025
In 2025, the wealth management industry is undergoing a significant transformation, driven by the demands of Gen Z investors for greater transparency and digital engagement. Financial firms are responding by integrating advanced AI technologies to enhance client experiences and streamline operations. However, this shift also brings challenges, including concerns about data privacy, algorithmic bias, and the need for regulatory oversight. Explore how these dynamics are reshaping the financial landscape and what it means for the future of investing.
Health is Wealth:
Think your doctor’s top advice is about prescriptions? Think again. In this eye-opening article, medical professionals share the crucial insights they wish every patient knew—from the importance of understanding your family medical history to the power of lifestyle choices like diet and exercise. Discover what truly matters in maintaining your health and how proactive steps can lead to better outcomes. Your well-being starts with knowledge—don't miss these essential tips.
Final Thoughts:
As someone who's spent countless hours deep-diving into the intersections of AI and money-making,
I can tell you this—true financial independence doesn't come from chasing shiny tools.
It comes from understanding how to wield them with purpose.
And while you’re optimizing your wealth game, remember: your health is your real bottom line.
That last article is your cue to book that check-up, take that walk, or drink that extra glass of water.
In our next edition, we’ll shift gears and look at the boldest ways creators and entrepreneurs are building digital empires with AI—so stay tuned.
The AI revolution isn’t coming. It’s already here.
Until then—stay sharp, stay well, and stay invested in your future.
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