Financial Education & Strategies

About Your AI Curator

JAMES MAHANEY

A key component of the efficacy of a Custom GPT is who is involved in its training. FiKA: The Financial Knowledge Assistant was trained exclusively by James Mahaney, CFP®. With nearly four decades of experience, Mahaney has spent more than a year and a half developing training material to bring this advanced AI to the public, making financial education and strategies more accessible.

James Mahaney holds a Master of Science in Financial Services and seven other professional certifications, including Chartered Financial Consultant, Chartered Life Underwriter, Certified Pension Consultant, and Qualified 401(k) Administrator. He is the author of “How to Craft a Resilient Retirement Income Plan” and “Innovative Techniques to Maximize Roth and Health Savings Accounts.”

Mahaney’s published research includes Quantifying the Long-Term Impact of Asset Under Management Fees on Retiree Income and Inheritances and Rethinking Social Security Claiming in a 401(k) World. His new working paper, “Artificial Intelligence: Shaping the Future of Financial Literacy,” is available on the Social Science Research Network.

When you subscribe to FiKA: The Financial Knowledge Assistant, you gain access to current financial information as well as the latest strategies and insights. Plus, you’ll benefit from future updates based on Jim’s continuous research and emerging ideas through expert training.