Host: Tim Maurer
Guest: Pete Dorsey, Co-Founder of Wing
Summary:
In this episode, Tim Maurer sits down with Pete Dorsey — industry veteran and co-founder of Wing, an AI-powered financial planning and investment platform — to discuss how technology is democratizing access to fiduciary advice. Together, they explore why “people want to live their money” instead of merely accumulating it, and how Wing is bridging the gap between personal values, financial goals, and scalable, data-driven planning.
Pete brings insights from decades of leadership at LPL Financial, TD Ameritrade Institutional, and Altruist, sharing how behavioral finance, AI, and mobile-first design are converging to transform the future of wealth management.
💡 Key Themes
The democratization of fiduciary financial advice — why most people who need guidance still don’t get it.
“Living your money” as the next evolution beyond saving and investing.
Why traditional 50-page financial plans fail — and how micro-plans and “experiences” make advice actionable.
The human-AI partnership: why AI won’t replace advisors, but advisors who use AI will replace those who don’t.
The future of planning: personalized, proactive, and client-led.
Rethinking retirement and longevity: why the next generation won’t just work longer, but live differently.
🧭 Top Quotes
“People want to live their money. They don’t want to just accumulate it.” – Pete Dorsey
“The future isn’t humans vs. bots — it’s humans who master AI.” – Pete Dorsey
“If all we do is serve those who already have wealth, we miss both an opportunity and a responsibility.” – Tim Maurer
