Retire Rich Using AI: Automate Your Personalized Financial Plan in Minutes!

Transform Your Retirement Planning with AI Automation – Personalized Financial Plans in Minutes!

In this video, you’ll discover how to combine Make.com, Tally forms, and ChatGPT into a seamless automation that generates customized financial plans in just minutes.

If you’re new to retirement planning or looking to refine an existing strategy, this step-by-step guide will help you leverage the power of AI to retire richer, faster—without getting lost in technical details.

What You’ll Learn

How to Build the Perfect Financial Plan: Use Tally to collect user data and instantly transform it into an actionable retirement strategy.

Make.com Workflows: Automate tasks and integrate powerful prompts, ensuring ChatGPT delivers expert-level financial insights.

Personalized Retirement Roadmaps: See how AI tailors every recommendation—from savings rates to asset allocations—to your unique goals and risk tolerance.

Real-World Examples: Explore additional niches and learn how this automation can be adapted to different financial planning scenarios.

Links & Resources

Prompts & Tally Form Questions
https://docs.google.com/document/d/1GnzX7LbD3qR9XCiomq_OodNeppAzQlGcVy6QKPsG5wI/edit?usp=sharing

Make.com
https://www.make.com/en/register?pc=ecomera

Tally Form
https://tally.cello.so/PR6Xb6o1mnG

Chat GPT API Key Setup
https://youtu.be/7O_PRaVBXrM?si=fpsJDmvntInjfN3e

Other Niche Use Case
https://youtu.be/4amLSZ8VyUg?si=ezmC9IubfdHq6eOM

Other Niche Use Case #2
https://youtu.be/HOPhVSnXrh4?si=6ZltmaQeXALzmLh9

Join My Skool Community for One-on-One Support
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Exclusive Training & Q&A: Get real-time answers and in-depth tutorials to perfect your retirement plan.

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