14 November 2025 / SEASON 3
Jim Effner
Mastering Money & AI: Timeless Financial Strategies with Jim Effner
In this episode, host Matt Hines sits down withJim Effner , a financial services expert with 37 years of experience.
Jim shares insights from his illustrious career, discusses the unpredictability of the stock market, and emphasizes the importance of a diversified portfolio. Additionally, they delve into the impact of AI on various industries and address common misconceptions about aggressive investment strategies. Tune in to gain valuable knowledge on financial planning, sales training, and leveraging AI for business improvements.