How to Build Wealth That Lasts: Investing, AI & Retirement with Theresa Bursey
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How to Build Wealth That Lasts: Investing, AI & Retirement with Theresa Bursey
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About this listen
What does real financial security look like in 2025 and beyond?
In this insightful episode of the Eighth Gear Podcast, we sit down with Theresa Bursey of Raymond James Financial to unpack modern wealth-building strategies, the impact of AI on financial advising, how to protect generational wealth, and what smart investing looks like in today’s volatile markets.
Whether you're a financial advisor, a soon-to-be retiree, or an entrepreneur aiming to build (and keep) wealth, this conversation is packed with clarity, real-world examples, and priceless mindset shifts.
✅ Learn why robo-advisors won’t replace real ones
✅ How to start investing even with small amounts
✅ The harsh truth about generational wealth loss
✅ How to prep for a 30+ year retirement
✅ And how to use AI to work smarter—not get replaced
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