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What are the best ways entrepreneurs can use AI for their businesses? How do we use AI to identify opportunities for improvement? Join Tom Wheelwright as he explores when and when NOT to use AI in finance with his guest, author of "Lean for Finance in the Age of AI," Marcio Barreto.

Marcio is a multi-faceted finance and business professional with progressive Business, Project, and Financial Management, SEC Reporting, Controlling, and Cost Accounting. Highly skilled at collaborating with all levels of the organization to achieve business and financial objectives, while driving operational efficiency and strategic growth. Currently responsible for leading the finance organizations across two major divisions, partnering closely with cross-functional teams to drive clarity, speed, and sustainable value creation.

In this episode, discover how AI can be applied with the lean principles to add compounding value to your business.


Order Tom's book, "The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make" at: https://winwinwealthstrategy.com/


00:00 - Intro.
03:25 - How Businesses Should Use AI: Repetitive Tasks, Pattern Recognition, Variance Analysis, Trends.
07:54 - AI Tools & Companies for Finance.
11:38 - AI Agents.
12:50 - Simplified AI Programming for Businesses.
14:25 - AI & Finance in the 21st Century.
17:22 - AI for Projections and Forecasting.
19:10 - Lean: Cutting Waste (Don't Do What Doesn't Add Value, Focus on Value Added Activities).
23:30 - Top 3 AI Tips for Businesses.
25:16 - Is AI Going to Make Us Stupid?
28:35 - Closing Statements.


Looking for More on Marcio Barreto?

Books: "Lean for Finance in the Age of AI"
LinkedIn: https://www.linkedin.com/in/marciobarreto/

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ABOUT US:
Tom Wheelwright is the founder and CEO of WealthAbility and TFW Advisors, a leading authority on tax strategy and wealth building. He is the best-selling author of Tax-Free Wealth and a trusted advisor to Robert Kiyosaki. As a world class CPA, Tom is dedicated to empowering entrepreneurs and investors to reduce their tax burden and achieve financial freedom. He currently resides in Phoenix, Arizona.


DISCLAIMER:
WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.