My Monday Morning: Suze Orman

**Jessica Mendoza** (0:00)
Hey, it's Jess. We're trying something new in The Journal feed for a few Sundays this summer and fall.
It's called My Monday Morning, a series where The Wall Street Journal's Lane Florsheim talks to fascinating people about how they start their week. First up, financial advisor Suze Orman. Here it is.

**Lane Florsheim** (0:31)
Hey, I'm Lane Florsheim. I'm a reporter here at The Wall Street Journal, and for years I've written a column where I talk to people who are great at what they do, about the routines and rituals that keep them going. And now I'm bringing it to you as a podcast. For this first episode, I'm going back to the person behind one of our most popular My Monday Morning columns, Suze Orman. She's one of America's most famous financial advisors. She's a best-selling author and host of the podcast Women and Money, and she lives in Florida with her wife, Katie.
For her Monday morning, Suze told me about what she does and doesn't use AI for, the right age to retire, and the key to a happy marriage.
We'll get into it right after the break.

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**Lane Florsheim** (2:53)
So, Suze, is there anything you do on a Monday to set yourself up for success or prevent yourself from having a bad week?

**Suze Orman** (2:59)
No, because every day to me is an important day.
So, you know how sometimes people are like, oh, thank God it's the weekend, and oh, now I have to go back to work on Monday, and then they get happy again on a Friday. That's not how I live my life. Every single day is a new beginning for me.

**Lane Florsheim** (3:21)
And I believe you and KT manage almost everything you do without the help of an assistant or a manager or a team. So, I was curious if and how AI has started playing a role. Do you use an AI assistant?

**Suze Orman** (3:34)
I don't use an AI assistant at all, but in terms of my work or things that need to get done. I'll use AI sometimes for, give me the history of the stock.
Give me this, give me that and put them together. But what's interesting about my field, which is finance, all the artificial intelligence sites, whether it's Claude, Perplexity, all of them, right? Co-pilot, ChatGPT, they will make serious mistakes when it comes to money.
And so I can ask them questions. I play with them and I try to trick them. And then I correct them. And then I ask the question again and again, they give me the wrong answer. So it's very dangerous for somebody like me to rely on an AI to give me the information that I really, really need. But I like it, I think it's fabulous. I hope it improves as time goes on. It scares me for many reasons in terms of what it might do to jobs and other things. But I don't use it to be better at what I do. I use it just for fun little things right now.

**Lane Florsheim** (4:50)
Well, I was going to ask you, what would you say to people who want to use AI to help organize their finances?